Docs / Quotes & jobs

Edit line items & pricing

Overview

A draft is a starting point, not the final word. You can change any line — the description, quantity, unit, or price — and Setell keeps the math straight. Every line also tells you where its price came from, so you know which numbers to trust and which to double-check before you send.

Where each price comes from

Every line carries a small tag showing its source:

TagWhat it means
Your historyPulled from your past jobs — your real, signed pricing
IndustryA sensible benchmark number, used when Setell doesn't have your history yet
AI estimateSetell's best guess from the request — worth a quick look before sending
Your priceA number you set yourself (it sticks once you've edited it)

A small bar above the lines sums it up — for example, "70% from your history." The more you sign through Setell (and the deeper your QuickBooks history goes), the more lines come from your history instead of estimates.

Steps

  1. Open the job and find the quote. Click Edit inline.
  2. Change any line — description, quantity, unit, or unit price. The line and grand totals update as you type.
  3. Add or remove rows as needed.
  4. Click Save as new version.

What happens next

  • Saving creates a new version of the quote (v2, v3…) — your earlier version is kept, never overwritten. See docs/quotes/revisions.
  • Any price you changed by hand now shows the Your price tag, so it's clear that number is yours.
  • The customer's link always shows your latest version, so your edits are what they see.

Troubleshooting

  • No "Edit inline" button. The quote is locked because it's already been accepted (or replaced by a newer version). Locked versions can't be edited — start a fresh quote if you need changes.
  • "Every row needs a description." One of your lines is blank. Add a description or remove that row, then save.
  • The total looks wrong. Check quantity × unit price on each line — the line total is quantity times unit price, and the grand total is the sum. Fix the line and it recalculates.

FAQ

  • Does editing replace the quote? No — it makes a new version and keeps the old one. You can always look back at what you sent.
  • Why does a line say "AI estimate"? Setell didn't have your history for that item yet, so it estimated. Set your own number and it becomes Your price.
  • Can Boxx edit lines for me? Yes — "drop the rush fee and add ten more brackets" works. See docs/boxx/draft-and-revise.
  • Does the customer see where prices came from? They see a simple trust summary ("X% based on your history"), not your internal notes. The detailed source tags are for you.

Related

docs/quotes/revisions · docs/quotes/draft-quote · docs/quotes/send · docs/autonomy/pricing-analyst

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