Why does deal context from documents matter?

Because the proposal is often the only place the real terms exist. The CRM says 'Proposal sent'; the document says what was offered, at what price, with which conditions. When a deal goes quiet, the difference between a generic nudge and a follow-up that reopens the conversation is exactly that context.

Integrations · Google Drive

The CRM says "Proposal sent". The proposal says everything else.

Q: What does Veora do with Google Drive?

Veora reads the deal documents in your Drive as context: the proposal that states what was actually offered and at what price, the deck version the buyer saw, the contract draft that has sat unsigned for two weeks. That truth joins the emails, calls and CRM data about the same deal, so follow-ups reference what was really on the table.

Q: Does Veora read my whole Google Drive?

Veora connects through Google OAuth with the scopes you approve and cares about deal-related documents: proposals, quotes, decks, contracts tied to your opportunities. It is not a general Drive search tool and it never shares, moves or edits your files.

What was actually offered, at what price, with which discount and which conditions: that truth lives in a Google Doc, not in a pipeline stage. When a deal goes quiet, the document is the difference between "just checking in" and a follow-up that reopens the conversation.

TL;DR: Veora reads the deal documents in your Drive (proposals, quotes, decks, contract drafts) as deal context. What the document says joins what the buyer said in email and on calls, so every follow-up references the real terms on the table.

What Drive adds to the deal picture

Real terms: the offered price and conditions come from the proposal, not from memory
Version truth: which deck the buyer actually saw, and what changed since
Stalled paper: a contract draft untouched for two weeks is a signal, and Veora treats it as one
Grounded follow-ups: drafts reference the specific offer, so nudges read like memory, not automation

Documents are where deals get specific

Conversations carry intent; documents carry commitments. A pipeline can say a deal is at "Negotiation" for a month while the proposal, the redlined contract and the pricing sheet tell the real story of where it is stuck. Veora connects that story to the conversation history from Gmail, Calendar and your calls, and turns it into the next action that actually moves the paper.

How it works

Start a free 3-day trial and open Connections
Connect Google Workspace; Drive comes with Gmail and Calendar
Deal documents join emails, meetings and CRM data per opportunity
Follow-ups arrive drafted with the real terms in hand; stalled documents surface as risks

Frequently asked questions

What does Veora do with Google Drive?

Reads deal documents (proposals, quotes, decks, contracts) as context and joins them to the same deal's emails, meetings and CRM data.

Does Veora read my whole Google Drive?

It connects via Google OAuth with the scopes you approve and cares about deal-related documents. It never shares, moves or edits your files.

Why does document context matter?

Because the proposal is often the only place the real terms exist. Follow-ups grounded in the actual offer reopen conversations; generic nudges get ignored.

Your documents already know why the deal stalled. Ask them.

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