Draft a quote (AI + templates)

Overview

Setell turns a job request into a real, priced quote. You can let it draft one for you — it reads the request and builds the line items — or start from a template you've saved. Either way you get a quote you can edit and send in minutes, not an hour with a calculator.

Before you start

• A job at the New stage (see docs/quotes/create-job).
• That's it. Setell prices from your own history when it has it, and sensible industry numbers when it doesn't.

How many quotes can I draft? Free plans get 3 AI drafts a month. Business gets 50 a month. Pro is unlimited. Revising a quote later does not use another draft — only the first draft of a job counts. See docs/account/plans.

Steps

1. Open the job and click Generate Draft.
2. Watch the quote build line by line, with a running total.
3. When it finishes, the quote appears as v1, ready to review.

Prefer to start from a template?

1. Click Use Template instead.
2. Pick a saved template from the list. Setell fills the quote from it.

Draft Good, Better and Best options

Instead of a single quote, Setell can draft three priced options at once — a Good / Better / Best set — so the customer picks their level instead of just yes-or-no. Each tier is a full quote with its own line items and total, and one is marked recommended.

• In Studio, just ask — "give me good, better, and best options for this job." Setell drafts all three. There's no tiers screen in the app; this is a conversation, start to finish.
• Pick the one to send the same way — "go with the premium one." That tier becomes the job's active quote; from there you edit and send it like any other. See docs/quotes/send.
• Pick while the options are still current. If you've changed the underlying quote since generating them, ask for a fresh set.
• Generating a set of options counts toward your plan's quote drafts, the same as drafting a single quote.
• Driving Setell from your own agent? The same is available over MCP — see docs/mcp/capabilities.

What happens next

• The job moves to Awaiting approval with a v1 quote.
• Each line shows where its price came from — your history, industry numbers, an AI estimate, or your own price. See docs/quotes/edit-line-items.
• From here you edit anything that's off, then preview and send. See docs/quotes/send.

Troubleshooting

• "You've reached your quote limit." You've used up your plan's AI drafts. Upgrade for more, or draft from a template (templates don't use an AI draft). Free is 3 a month; Business resets each month too.
• The draft looks generic / prices look like guesses. Setell hasn't learned your pricing yet. It gets sharper after your first handful of signed quotes, and faster still if you connect QuickBooks (docs/integrations/quickbooks).
• Draft didn't start. Make sure the job is at the New stage and try Generate Draft again. If it still won't go, check your connection and reload.

FAQ

• Does revising cost another quote? No. Only the first draft of a job counts toward your limit. Revisions are free.
• Can Setell draft for me instead? Yes — just ask Setell "quote 50 brackets for Northwest Fabrication." Same engine, faster. See docs/studio/draft-and-revise.
• Will it ever send a quote without me? No. Drafting only builds the quote. Nothing goes to the customer until you send it.
• Can I draft from a template on a free plan? Yes — templates don't use an AI draft, so they're a good way to keep moving when you've hit the limit.

Related

docs/quotes/edit-line-items · docs/quotes/send · docs/branding/templates · docs/account/plans

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.