Early access · Built for machine shops, contractors & service businesses

Quote-to-cash, powered by AI.

Quotes that win you the work —
and get you paid faster.

Setell drafts polished, on-brand quotes in minutes, prices them the way you would, chases the follow-ups, and moves every deal from quote to invoice to paid — at your direction, or on its own.

Get Started Free

Or see what manual quoting is costing you →

QuickBooks Online Integration — Quotes sync as invoices automatically

A quote drafting itself — priced the way you would, every line showing its work.

Pricing memory

It prices like you —
and shows its work.

Every line item traces to a real, signed quote from your history. When it doesn’t have one, it says so — and asks, instead of guessing.

Bathroom remodel

Delgado Residence

Awaiting Approval

Demo + haul-away

from your history$850

Vanity + fixtures, install

from your history$2,400

Tile — customer’s choice

needs your number$1,150

Total

$4,400

Trusted by businesses across industries

“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

“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

What slow quoting costs you

5 hrs

of quoting time every week you could spend winning work

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

Three steps. Thirty seconds.
Or zero — if you want it that way.

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

Email comes in

A customer emails you. Setell picks it up from your Gmail — or click one button in the Chrome extension.

The agent drafts your quote

Setell uses your pricing history and your vertical's patterns to draft a professional quote. First draft is 80% there — your data, your margins, your voice.

Review and send — or let Setell handle it

In Watch mode, you approve every action. In Trust mode, Setell sends follow-ups and routine drafts on its own. In Auto mode, you wake up to a morning brief: what got drafted, sent, and signed while you slept.

1 · Reads the request — even the CAD.

2 · Drafts the quote from your data.

3 · Sends, texts, and closes.

The Three Surfaces

One product. Three doors.
Yours to pick.

The app

A polished web product with everything in one place. Pipeline, quotes, customers, Studio (your in-app agent). For users who want a hand-held experience.

Your Gmail

Setell lives where you already work. Inbound quote requests turn into drafts automatically. Outbound quotes go through your Gmail with brand-matched PDFs.

Your agent stack

Setell exposes itself as an MCP server. Drive it from Claude Code, Claude.ai, ChatGPT, or compose it into your bookkeeper's workflow. The agent goes where you already are.

Every capability ships on every surface. State stays in sync. Pick the door you like.

Configurable Autonomy

Earn trust on your terms.

You don't have to “switch to the agent.” Setell graduates from approving every action to running on its own — at the pace you choose, action class by action class.

Watch

The default. Setell drafts, you approve every outbound action. Every send, every follow-up, every invoice. Nothing leaves the building without your eyes on it.

Trust

Setell sends routine follow-ups, archives stale jobs, updates customer memory on its own. You get a heads-up after the fact, not a permission ask before. High-stakes actions (sending quotes, creating invoices) still ask.

Auto

Setell runs the agent end-to-end. Morning briefs tell you what happened overnight. Quotes go out, follow-ups land, invoices fire. You step in when something needs your judgment — not when it doesn't.

Configurable per user, per action class. You decide what graduates and when.

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.

The Vertical Brain

It learns how you quote —
and gets it right the first time.

One brain, built from your own data: how you price, how your customers negotiate, and what each one remembers you for. It starts grounded on day one and sharpens with every job you close.

It prices like you — and shows its work

Setell learns your real numbers from your QuickBooks history and every quote you sign, then shows where each line came from — your past jobs, an industry benchmark, or an AI estimate to review. No black box, no per-vertical guesswork.

It knows how your customers negotiate

Setell's revision engine learns the discounts and counters that actually close your deals — and suggests the right move the moment a customer pushes back.

It remembers Acme always asks for net-60

Customer memory by relationship, not just by name. The next quote already has their terms, their price sensitivity, and your last conversation baked in — no checklist, no "did I do this last time?"

Quotes that look like your business sent them

Your logo, your colors, your voice in the email. Customers never know an agent drafted it. Brand-matched output is a moat, not a feature.

From your jobsIndustry benchmarkAI estimate · review

Every quote shows its work — so you can sign with confidence and catch the one line that needs a second look.

See how the pricing engine works →

Learns each customer — and prices to match.

Your template, your terms — output that looks like yours.

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

Xero

Invoices sync to your Xero books on approval.

Twilio SMS

New

Text customers their quotes and get approvals by reply

The whole shop, connected — out of the box.

More integrations coming soon

Revenue Intelligence

Your whole funnel —
finally measured.

Because Setell runs your quoting, it can show you the numbers you never had time to track — what's in flight, what's stalling, and how long deals really take. Funnel reporting is rolling out through 2026; close-rate trends and cohort benchmarks come next.

Where every deal stands

Sent, viewed, approved, signed, paid — the drop-off at each stage and the median time between, for every quote in flight.

The number every owner guesses at

Close rate over 30 / 60 / 90 days, trending up, flat, or slipping. See the shift the moment it happens.

How long your deals actually take

Median time from sent to approved, with your fastest 10% called out. Find the patterns that shorten the cycle.

What to chase today

Priority-ranked action cards, dollar-weighted by idle time. "Gary viewed your quote 3x in 2 days, no approval yet." The agent tells you what to do next — not just what happened.

Your game tape — win rate and margin, quote over quote.

Your winning plays — on autopilot, or with your OK.

MCP server is rolling out through 2026 — see the agent-native architecture. Working with Anthropic on partnerships — reach out at partnerships@setell.ai.

Built For

Built for people who build things.

Contractors. Machine shops. Service businesses. Fabricators. HVAC. Landscapers. Anyone who quotes jobs over email.

General Contractors

Machine Shops & Fabricators

HVAC & Plumbing

Landscaping & Lawn Care

Specialty Trade Contractors

Home Service Companies

Aftermarket Parts Suppliers

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

Honest, transparent pricing

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

Features

Free

Get started

Business

$49/mo

For owner-operators

ProMOST POPULAR

$99/mo

For teams that quote daily

AI quotes

3/month

50/month

Unlimited

AI quote drafting + revision engine

Gmail integration

Chrome extension

Customer approval portal

QuickBooks sync

Two-way

Xero sync

—

Invoice push

Twilio SMS notifications

—

Invoicing with payments

Watch mode (approve every action)

Trust mode (autonomous routine actions)

—

Auto mode (end-to-end + morning brief)

—

Setell-MCP (drive from Claude / ChatGPT)

—

Per-vertical pricing memory

—

Customer memory per relationship

—

Revenue Intelligence dashboard

—

Anonymous benchmark vs similar shops

—

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.

Verified Intuit Partner

Intuit's recognition of Setell as a verified QuickBooks Online partner.

Referral Partner Program

Earn 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

50%

commission for
the first year

QUOTE TO CASH

It's not a roadmap. It's the whole loop.

Every step is live in Setell today — the AI quote, the agreement, the e-signature, the invoice, the payment — each one synced to QuickBooks as it happens. One job, one thread, from the first email to paid.

QuoteAgree & signInvoiceGet paidQuickBooks

Live

Quote

AI drafts it from the inbound email — priced from your own QuickBooks history.

Live

Agree & sign

Your customer approves and e-signs in the deal room. Agreement attached, timestamp and IP on the audit trail.

Live

Get paid

Invoice goes out, card payment comes back in the deal room, every line reconciled in QuickBooks.

The more of the loop you run, the sharper Setell prices and the better it knows your customers — so the jobs you quote today make every future quote faster. Get in early.

Early access

Early — not unfinished.

Setell is live and handling real quotes today. We're onboarding a small founding cohort by hand — get in now, and it pays to be early.

Founding pricing, locked for life

Lock in launch pricing now and keep it as we grow. Founding rates end at general availability.

Onboarded by the founder

We set up your first quotes with you personally — your rates, your repeat parts, your voice — so the first draft comes back right.

Your jobs shape the engine

Founding operators steer how Setell prices and follows up. Your real work trains the pricing intelligence before it's set.

Become a founding operator

Questions, answered

How accurate are the AI-drafted quotes?

First drafts are extremely accurate out of the gate, and every line is tagged with where the number came from — your own past jobs, industry benchmark data, or an AI estimate flagged for review — so you always know what to double-check. Accuracy compounds fast: pricing converges on your own numbers within your first 10–20 jobs.

I'm new to Setell — what does it know before I've sent a single quote?

More than you'd think. Connect to QuickBooks, Xero, or another major accounting platform, and Setell interprets your last 12–24 months of invoices for pricing signal on day one. Where you don't have history yet — a new job type, a new customer — it starts from industry benchmark data and sharpens from there. You're never quoting from a blank page.

Will Setell send anything to a customer without my say-so?

That's entirely your call. Setell drafts; you decide. Watch mode (the default) asks before every outbound action — you're the final judgment on every quote, every email. As you build trust in a specific action, you can hand it off: Trust mode handles routine work on its own and tells you after; Auto runs end-to-end with a morning brief. You decide what Setell earns the right to do without asking.

Do I need to change how I work?

No — and it's not just email. Keep working out of Gmail, and keep your books in QuickBooks, Xero, or whatever major accounting platform you already run.

What if my customer doesn't have Setell?

They don't need it. They get a clean email with your quote and a portal link to approve, request changes, or pay a deposit. No account required.

Which accounting software do you support?

QuickBooks Online, with full two-way sync — customers, items, invoices, payments, and pricing memory built from your invoice history (Business plan and up). Xero is supported for invoice creation on approval, with deeper two-way sync on the roadmap.

Is my data secure?

Yes. Every account is isolated at the database level — your data is never visible to other tenants. Credentials are OAuth-based and encrypted; we never see your QuickBooks or Gmail password. SOC 2 Type II is on our compliance roadmap; our infrastructure providers (AWS, Neon, Stripe) are already certified. Full detail at /security.

What does it cost, and what happens after the trial?

Setell is free, forever — for everyone. Every new account also starts with 14 days of unlimited Pro, no credit card, so you can see the full product before you decide. After that you're on Free for as long as you want, with 3 AI quotes a month. Upgrade to Business ($49/mo) or Pro ($99/mo) only when you need more — every paid plan is covered by a 14-day money-back guarantee.

How is this different from other quoting platforms?

Most quoting platforms are digital templates — they don't know your pricing, your customers, or your history. Setell has pricing memory: it learns your real numbers from your own QuickBooks history, shows its work on every line, and gets sharper the more you quote. That's judgment a template can't have — and it's built to help you win more of the work you send out.

Can Setell help me get paid faster, not just quoted faster?

Yes. Approved quotes push straight to an invoice, and Deal Rooms support optional line items and deposits, so a customer can commit and pay right from the approval screen. On Pro, you can also follow up by text, not just email — when a quote's gone quiet, an SMS gets read.