Docs / Quotes & jobs
The job pipeline (statuses explained)
Overview
Every job in Setell is one evolving object — not a pile of duplicate quotes. It moves through clear stages, so at any moment you know exactly where a deal stands and what's next. When a customer wants changes, Setell makes a new version of the quote (v2, v3…) and keeps the old one — your history is never overwritten.
The stages
| Stage | What it means | What moves it forward |
|---|---|---|
| New | Job created, no quote yet | Draft a quote (you or Boxx) |
| Drafting | Quote being built | Draft completes → Awaiting approval |
| Awaiting approval | Quote ready for your review | You send it |
| Sent | Customer has the quote | They approve, ask for changes, sign, or it gets paid |
| Revising | Customer asked for changes | You revise → a new version → resend |
| Accepted | Customer approved | Move to signing or invoicing |
| Signed | Contract signed in the Deal Room | Create the invoice |
| Invoiced | Invoice created (synced to QuickBooks) | Customer pays |
| Paid | Payment received | Archive when you're done |
| Archived | Job complete and filed | — (you can restore it) |
You'll also see Rejected if a customer declines — you can reopen it into Revising to keep the conversation going.
Quote versions
- The first AI draft is v1. Every revision creates v2, v3, … — the earlier versions stay intact.
- The customer's link always shows the latest version. Same link, newest quote.
- See
docs/quotes/revisionsfor how revisions work.
Why this matters
You never lose the thread of a deal. No "which quote did I send them?" No duplicate jobs for the same request. One object, one history, one source of truth.
Related
docs/quotes/revisions · docs/quotes/send · docs/reference/job-statuses
Ready to try it on your own quotes?
Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.