Docs / Quotes & jobs

Preview & send a quote

Overview

When a quote's ready, Setell writes the email for you, shows you exactly what the customer will get, and sends it with a link to their deal room. You review before anything goes out — nothing is sent behind your back. The whole thing takes under a minute.

Before you start

  • A quote at the Awaiting approval stage (you've drafted or edited it).
  • A few seconds to read the draft email.

Steps

  1. On the job, click Send to customer.
  2. Setell writes a draft email. Read it on the Preview tab — this is what the customer sees.
  3. Want a different feel? Switch the Tone — Friendly, Formal, or Brief — and it rewrites.
  4. Need to tweak the wording yourself? Use the Edit tab.
  5. Tick Attach PDF quote if you want a clean PDF on the email too (optional).
  6. Send it.

What happens next

  • The customer gets the email with a link to their deal room, where they can view the quote, approve it, sign, and pay — all branded as you. See docs/deal-room/overview.
  • The job moves to Sent, and you'll see when the customer opens it.
  • You can nudge a quiet customer with Send a nudge (one per day), mark it accepted if they say yes by phone, or Recall it if you need to pull it back. See docs/quotes/recall.

Troubleshooting

  • The draft email isn't quite right. Try a different Tone, hit Regenerate, or just fix it yourself on the Edit tab before sending.
  • Sending is blocked / asks me to reconnect. Your sending isn't connected. Follow the reconnect prompt in Settings and try again. Your quote is untouched.
  • It's late and I'm worried about timing. Setell will offer to schedule the send for 9am tomorrow — quotes sent in the morning get same-day replies far more often. You can also send now. See docs/quotes/schedule-send.
  • Customer says they didn't get it. Ask them to check spam, confirm the email address on the job is right, then re-send.

FAQ

  • Will it send without me? No. In the default Watch mode you always preview and confirm. (You can let Setell handle routine sends on its own later — see docs/autonomy/overview.)
  • Can I change the email after it's sent? No — email can't be unsent. But you can Recall the quote so the customer can no longer view or accept it, then revise and re-send.
  • Does the customer need an account? No. They just open the link.
  • Can Boxx send for me? Yes — Boxx previews the quote, you confirm, and it sends. Same review-before-send safety. See docs/boxx/draft-and-revise.

Related

docs/quotes/schedule-send · docs/quotes/recall · docs/deal-room/overview · docs/autonomy/overview

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