The Pipeline screen and job stages
Overview
Pipeline is the screen you land on when you sign in, and the third item in the left nav. It answers one question: what needs you right now. Below that it shows every deal and what stage it's in.
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.
What's on the screen
Top of the page is Setell — this morning: the overnight brief. New requests, quotes waiting on you, deals going quiet, what closed. See docs/autonomy/auto.
Under it are the cards for things that need a decision. They only appear when there's something in them, so an empty run of them means you're clear:
- Quotes ready to send — AI-drafted and waiting for your review. Send from here without opening the job.
- New messages — customers who replied and are waiting on you.
- Going cold — deals that have gone quiet long enough to be worth a nudge. See
docs/studio/follow-up. - Recent wins — what closed in the last 48 hours.
- Finish setting up — the setup checklist, until you've finished it.
Then the numbers: Pipeline Value, Active Jobs, Win Rate, Avg Quote, Won, and Lost, a Pipeline Flow breakdown by stage, a small trend chart, and Recent Activity. The Deal tracker below lists your deals and filters by stage — active, won, lost, archived.
New Job is on this page, and so is your usage meter for the period. For the deeper read on how your deals flow and what wins you work, go to Insights — see docs/insights/your-patterns.
The stages
| Stage | What it means | What moves it forward |
|---|---|---|
| New | Job created, no quote yet | Draft a quote (you or Setell) |
| Drafting | Quote being built | Draft completes → Awaiting approval |
| Needs Info | The request was too vague to price, so Setell wrote a clarifying question instead of guessing | Send the question; the customer's reply restarts the draft |
| 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
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