AI-Powered Quote to Cash

Your pricing. Your rules.
AI that gets it right.

Not a chatbot — Setell automates the tedious parts of quoting so you can spend time on what matters most. Email in, quote out, invoice in QuickBooks. Your judgement, your business, less busywork.

Get Started Free
QuickBooks Online Integration — Quotes sync as invoices automatically

Trusted by businesses across industries

Paris Service Group

“We used to spend 30 minutes writing up each service quote. Now I get an email from a homeowner, Setell pulls our pricing, and the quote's ready before I finish my coffee.”

Graham Macdougall
President & CEO, Paris Service Group
HVAC & Plumbing · Vancouver, BC
Mount Adams Fruit

“During pear season we're quoting dozens of shipments a day. Setell knows our line items and pricing history — the AI drafts are accurate enough that we barely touch them before sending.”

Doug Gibson
CEO, Mount Adams Fruit
Agriculture · Bingen, WA · Est. 1907
Fam Waterjet

“Every waterjet job is custom, so I was skeptical AI could quote them. But Setell learns from our past jobs. After a few weeks, the quotes come back right. I just review and send.”

Amir Mehdemagic
President & CEO, Fam Waterjet
Custom Fabrication · Seattle, WA

The cost of quoting by hand

5 hrs
Businesses report losing per week to manual quoting
23%
Of quotes estimated to go unsent due to delays
$62K
Average annual revenue at risk from slow quoting
3.2x
Faster close when you quote within 1 hour
Days, not weeks
Quote to cash, fully automated

Based on industry research and Setell customer data

How It Works

Quote to cash in three steps.

No new software to learn. No behavior change. Works where you already live.

1
Email comes in
A customer emails asking for a quote. Setell reads it — customer, scope, line items — and pulls your pricing history. You see what it found before anything happens.
2
AI drafts, you decide
Setell generates a professional quote using your actual prices, templates, and past jobs. Not a guess — your data, your margins. Review it, adjust in plain English if needed, and send.
3
Customer approves, you get paid
Customer opens a branded deal room — no login needed. They can ask questions, request changes, and e-sign directly. One click to approve. Invoice creates itself in QuickBooks. The whole collaboration happens in one place, and you get to cash faster.

FREE TOOL

See how much time you could save

Enter your email and we'll send you a breakdown of what manual quoting costs your business.

AI you can trust.
Tools you'll actually use.

Built for the way you actually work. No training. No onboarding calls. Just connect and go.

AI That Knows Your Business
Every quote draws from your actual job history — your prices, your margins, your line items. The first draft reflects the body of your work, not a blank template.
Natural Language Editing
Say "change the steel to $2,400 and add a 15% rush fee." Setell applies the change, recalculates totals, and keeps a clean audit trail. No menus, no forms.
Gmail Integration
Works directly from your inbox. The Chrome extension captures quote requests in one click. No forwarding rules, no manual copying.
Customer Approval Portal
Customers view, comment, and approve quotes from a clean branded link. No account needed. Approval triggers the invoice automatically.
QuickBooks Sync
Quotes become invoices the moment they're approved. Line items, customer details, amounts — everything syncs automatically. See quoted vs. actual on every job.
Business Memory
Ask "what did I charge Smith Manufacturing for powder coating last quarter?" Instant answer. Setell remembers your entire quoting history so every quote gets smarter.

Integrations

Works where you already work

No new apps to learn. Setell plugs into your existing stack.

QuickBooks Online
Quotes become invoices automatically on approval
Gmail
Quote requests captured directly from your inbox
Slack
Get notified when quotes are viewed or approved

More integrations coming soon

BUILT-IN GROWTH

Every quote you send is a product demo

When your customers approve quotes through Setell, they see a system that works. Professional portal. Clean branding. One-click approval. That's not just your quote — it's your reputation. And they remember who sent it.

Pricing

Simple, transparent pricing

Start free — no credit card required. Upgrade when you need more.

Features
Free
$0
Get started
Sign Up Free
Business
$49/mo
For owner-operators
ProMOST POPULAR
$99/mo
For teams that quote daily
AI quotes
5/month
50/month
Unlimited
Boxx messages
20/month
200/month
Unlimited
AI quote drafting
Gmail integration
Customer approval portal
Chrome extension
Slack notifications
—
Pricing memory
—
QuickBooks sync
—
Basic
Full two-way
Invoicing with payments
Custom PDF templates
—
—
API access
—
—
Priority support
—
—

Start free — invoicing is always included with Setell payments. Need more quotes, custom templates, or API access? Upgrade anytime — one click in Settings.

Referral Partner Program

Earn 25–50% of the first year for every client you refer

QuickBooks ProAdvisors — your clients are spending hours on manual quoting. Setell fixes that. Refer them, they subscribe, you earn real money. No pitch deck required.

Earn on every client you refer for the full first year
Setell pairs perfectly with QuickBooks — easy conversation
Your clients get a better workflow, you get a recurring commission
Designed for ProAdvisors who want to add real value
Apply to Partner Program
25–50%
commission for
the first year

THE BIGGER PICTURE

Today it's quoting. That's just the start.

We're building the complete revenue pipeline for small business. Agreements, e-signatures, payment collection — all on the roadmap. Get in early.

Now
AI Quoting + QuickBooks Sync
Next
Agreements & E-Signatures
Later
Complete Revenue Pipeline

Questions

How does Setell know my pricing?
When you first connect, Setell reads your QuickBooks history — past invoices, line items, customers, and amounts. That becomes the foundation for every AI-drafted quote. The more history you have, the more accurate it gets.
Does it actually work for my industry?
Setell works best for businesses that quote repeating or similar jobs — machine shops, fabricators, powder coaters, service businesses, custom goods. If you find yourself typing the same line items over and over, Setell will save you significant time.
What happens when the customer approves?
The invoice is created in QuickBooks automatically — line items, customer details, amounts, all of it. No re-entry, no manual handoff. You'll get a notification and the invoice will be there waiting.
Do my customers need an account?
No. They get a clean link, view the quote in their browser, and can approve or request changes. No signup required on their end.
What if the AI gets the quote wrong?
You always review before sending. And editing is plain English — just say what you want changed. Setell applies the patch and recalculates. You're always in control.
How long does setup take?
Most users are sending their first quote within 5 minutes. Connect Gmail, connect QuickBooks, forward a real request, and go.

Quote faster.
Win more.
Accelerate revenue.

Join businesses that quote in seconds, not hours. Your first AI-drafted quote is minutes away.

Get Started Free

No credit card required · Cancel paid plans anytime · No contracts