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Send your first quote

Overview

Here's the whole point of Setell: get a real, branded quote in front of a customer fast. Your first sign-in drops you straight onto Build your first quote. Paste a request, watch Setell build the quote, add an email, and send. Two minutes from a fresh account to a sent quote. Logo, colour, and the rest of your details come after, and all of it is optional.

Before you start

  • A job in mind. The customer's actual email or text is ideal, messy as it is. For the demo: "Quote 50 aluminum brackets for Northwest Fabrication."
  • No request handy? You don't need one. Setell builds a real quote for your trade from a sample, and you can send it to yourself to see what your customer gets.

Steps

  1. After your first sign-in you land on Build your first quote.
  2. Paste the request in the box, or click upload a past quote to drop in a PDF, Word file, or photo. Then click Build my quote →.
  3. No request handy? Under the button, pick your trade from the Pick your trade chips. Setell builds a real quote for that kind of work through the same pipeline.
  4. Setell narrates the build, then shows Your first quote is ready with the line items and total. Above the quote, Here's what I read shows who it thinks the customer is and how many items it found, so a misread is a glance-catch.
  5. Add the customer. Type the customer's name and email in the Send it block. If Setell read them from the request, they're already filled in.
  6. Or send it to yourself. Click Send it to myself instead and Setell fills in your own address. You get exactly the email and branded link your customer would.
  7. Click Send this quote. You'll see Sent to the address, with See it as your customer → to open the branded link.
  8. Click Continue →. The last step, Make it yours, is where your logo and details go. See docs/getting-started/brand-setup.

What happens next

  • Your quote is Sent and the job is live in your pipeline. See docs/quotes/pipeline.
  • Your customer opens one branded link, the Deal Room, to view, approve, and pay. See docs/deal-room/overview.
  • Sent it to yourself? Open the email and the link, then come back and send the next one to a real customer. Nothing else to set up first.
  • Want to change the quote before it goes out? Click Edit it first. That opens the job, where you can change line items, quantities, and prices, then send from there.

Troubleshooting

  • 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.
  • "That one needs a couple more details to price right." Setell couldn't price what you pasted. Pick your trade from the chips to build a sample now, or add a bit more detail and hit Build my quote → again.
  • Setell couldn't build it. You'll get a Retry link. If it fails again, add a bit more detail, or pick your trade.
  • Send this quote is greyed out. It needs a valid email address and a quote with a price. A quote that came out at $0 shows Add prices first instead, which opens the job so you can price it.
  • "This customer has a sample email address." Setell never sends to a placeholder. Type the real address, or click Send it to myself instead.
  • The price looks too high or low. Click Edit it first 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 don't want to send yet. Click Skip sending for now →. The quote stays as a draft in your pipeline.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Is this a real quote or a sample? Real. Even the pick-your-trade build goes through the same pipeline and lands in your pipeline as a job you can edit and send.
  • Why send it to myself? To see what your customer sees: the email, the branded link, the approve button. It's the fastest way to judge whether Setell is ready for your customers.
  • Do I have to set up my brand first? No. The brand step comes after the send, and every field in it is optional.
  • Can I edit before sending? Yes. Click Edit it first to open the job. Line items, quantities, prices, and notes are all editable. Nothing's final until you send.
  • What does my customer see? A branded page with your logo and colour 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.

Related

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

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