Docs / Account & billing
Plans & limits (Free / Business / Pro)
Overview
Setell has three plans: Free, Business, and Pro. They all do the real work — draft quotes, send them, run the Deal Room. The difference is how much you do per month and which extras you get. You're never blocked from trying Setell; you just hit a limit and upgrade when you outgrow it.
What each plan gives you
| Free | Business — $49/mo | Pro — $99/mo | |
|---|---|---|---|
| AI quotes | 3 / month | 50 / month | Unlimited |
| Boxx messages | 25 total | 200 / month | Unlimited |
| QuickBooks sync | — | ✓ | ✓ |
| Pricing memory (learns from your jobs) | — | ✓ | ✓ |
| Trust & Auto modes | — | ✓ | ✓ |
| Custom PDF / Word templates | — | — | ✓ |
| API & agent (MCP) access | — | — | ✓ |
| Deal Room (view, sign, pay) | ✓ | ✓ | ✓ |
| Deal Room chat | — | — | ✓ |
| Customer texting (Deal Room SMS) | — | — | ✓ |
New accounts start with 14 days of unlimited Pro. After that you're on Free: 3 AI quotes a month (Boxx stays a 25-message lifetime cap). Business and Pro counts reset every billing period.
What counts toward your quote limit
- A quote credit is used when Setell drafts a new quote (the first version, v1).
- Revisions are free. Turning a quote into v2, v3, and so on does not use another credit — same job, same credit.
- Sending a quote doesn't use a quote credit either; the credit is spent when it's drafted.
What happens when you hit a limit
- Setell tells you you're at your limit and shows an Upgrade button — it won't quietly fail.
- Your data stays exactly where it is. Upgrading lifts the limit right away.
- See
docs/account/upgrade-billingto upgrade.
A note on canceling
If you cancel a paid plan, you drop back to Free rules at the end of your billing period — Free limits, no QuickBooks, no custom PDF, no API. Your jobs and history stay safe; you just lose the paid extras until you resubscribe.
Related
docs/account/upgrade-billing · docs/account/trials · docs/account/keys · docs/reference/whats-gated · docs/integrations/quickbooks
Ready to try it on your own quotes?
Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.