Velaro's built-in CRM (Native CRM) includes quotes from deals and a sales forecast, the same tools HubSpot Sales Hub

Professional offers. Both need the Native CRM feature on the account.

Quotes from a deal

Open a deal in CRM > Deals and go to the Quotes section.

1. Add the products to the deal first (deal line items). A new quote copies them.

2. Select New quote. Set a discount percent, a tax percent, terms, notes and the date the quote expires.

The buyer is the deal's contact unless you pick another contact.

3. While the quote is a Draft you can edit it, or select Refresh lines to copy the deal's current line items again.

4. Select Send. Velaro marks the quote Sent, emails it to the buyer and shows a share link you can also paste

into a chat, SMS or email yourself.

5. The buyer opens the link, sees the lines and totals, and selects Accept (with their name) or Decline.

The quote shows Accepted or Declined on the deal. A quote past its expiry date shows Expired.

Quote numbers, totals and the share link are also available from the CLI (velaro deal quote-list <dealId>,

quote-create, quote-send) and the MCP tools deal_quote_*.

Forecast

Go to CRM > Forecast.

• Every open deal has a forecast category: Pipeline, Best case, Commit, Closed or Omitted. Until a rep sets one,

Velaro derives it: won deals are Closed, lost deals are Omitted, 90% probability or more is Commit, 50% or more is

Best case, everything else is Pipeline. Change it on the deal or from the forecast page.

• The forecast shows each rep for the chosen month: quota (from the rep's goal), closed won, commit, best case,

pipeline, weighted amount and the amount the rep submitted. Omitted deals are left out of every figure.

• Each rep selects Submit forecast to record the amount they expect to close that month, with a note.
• Agents see and change only their own deals and their own row. Managers and Administrators see every rep and the total.

CLI: velaro deal forecast [--period yyyy-MM], velaro deal forecast-submit --period --amount,

velaro deal forecast-category <dealId> <category>. MCP: deal_forecast_get, deal_forecast_submit,

deal_forecast_set_category.

Common questions

• The quote has no lines. Add line items to the deal, then edit the draft and select Refresh lines.
• The buyer did not get the email. The quote needs a buyer email. Send it again with another address, or copy the

share link.

• A deal is missing from the forecast. Check the close date is in the chosen month and the category is not Omitted.