Documentation
Everything you need to run your quoting on Setell — from your first quote to QuickBooks & Xero sync, Studio, and the customer Deal Room. New here? Start with What Setell does.
Getting started
Quotes & jobs
The job pipeline (statuses explained)Create a jobDraft a quote (AI + templates)Edit line items & pricingJob address and site dataQuote versions & revisionsPreview & send a quoteSchedule a sendRecall a sent quoteAttach files & photos to a quoteBuild a full proposal around a quoteTriage your review inboxLet Setell build the parts list