Docs / Getting started

Send your first quote

Overview

Here's the whole point of Setell: get a real, branded quote in front of a customer fast. This walks you from a fresh account to a sent quote. Two ways to start — paste a real request and let Setell build the quote, or pick a template. Both end with a quote you can edit and send.

▶ Watch it work: Your first quote in 90 seconds (the Anchor video).

Before you start

You've set up your brand (logo + color). New? See docs/getting-started/brand-setup — or skip it and come back.
A job in mind. For the demo: 50 aluminum brackets for Northwest Fabrication.

Steps

After brand setup you land on Build your first quote, with a box asking you to paste the last quote request you got.
Paste the request — the customer's actual email or text is ideal, messy as it is. Or type the job: "Quote 50 aluminum brackets for Northwest Fabrication."
Click Build my quote →. Setell reads it and drafts a real, branded quote under Your first quote.
No request handy? Click Don't have one handy? Start from a template, pick one of the starting points Setell built for your trade, and click Use this template.
On Your first quote, click Edit and send this quote. That opens the job so you can tweak line items, quantities, and prices.
When it looks right, send it. Your customer gets a branded quote with a link to view, approve, and pay.

What happens next

Your quote is now Sent and the job is live in your pipeline. See docs/quotes/pipeline.
Your customer opens one branded link — the Deal Room — to view and approve. See docs/deal-room/overview.
When they approve, ask for changes, sign, or pay, your job moves forward on its own. You don't have to chase a status.
Need a change before sending? Edit anything on the quote — nothing's locked in until you send.

Troubleshooting

No templates showed up. You'll see "No templates yet — paste a request above and Setell will build your first quote from it." That's the better path anyway: paste the request in the box and click Build my quote →.
Build my quote is greyed out. The box needs a bit more to work with — a dozen characters or so. Add the job and the quantity.
Setell couldn't build it. You'll get a Retry link — that rebuilds from the same request. If it fails again, add a bit more detail and hit Build my quote →, or start from a template instead.
The price looks too high or low. That's fine — click Edit and send this quote and change any line. Early on, Setell is guessing from industry norms; it gets sharper as you send more. See docs/quotes/edit-line-items.
I want to send later. Click Go to Dashboard — your quote is saved as a draft you can finish anytime.
Still stuck → docs/reference/troubleshooting.

FAQ

Is this a real quote or a sample? Real. You can edit it and send it to an actual customer.
Paste a request or use a template — which is better? Pasting a real request is the main path and shows you what Setell actually does. Templates are the fallback when you don't have a request in front of you. Both make a real, editable quote.
Can I edit before sending? Yes — line items, quantities, prices, notes. Nothing's final until you send.
What does my customer see? A branded page with your logo and color where they view, approve, and pay. No login needed.
How does Setell know my prices? It starts from industry norms and learns from your jobs. Connect QuickBooks to start smarter — see docs/integrations/quickbooks.

docs/getting-started/brand-setup · docs/quotes/pipeline · docs/quotes/send · docs/studio/meet-studio · docs/deal-room/overview

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