---
title: How Do I Add Products to a Setvi Quote?
description: Add products to a Setvi quote using the catalog, SKU, or SPO, and adjust product quantities, selling prices, and gross profit.
---

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October 22, 2026

# How Do I Add Products to a Setvi Quote?

## Add products to a Setvi quote using the product catalog, SKU, or special purchase order (SPO), then adjust quantities, selling prices, and gross profit.

### Overview

Products can be added to a Setvi quote to build a customer-specific proposal.

Once a quote is created, you can choose between Manual Quoting and Automated Quoting (Auto RFQ).

Manual Quoting allows you to add products from the Setvi catalog, enter products by SKU, or add a special purchase order (SPO) for products not listed in the catalog.

### When to Use This

Use this process when you are:

- Building a new customer quote.
- Adding additional products to an existing opportunity.
- Comparing multiple product options for a customer.
- Updating a quote after discussing additional needs with the customer.

### How to Add Products Using Manual Quoting

Step 1 — Select Manual Quoting.

Once the quote is created, select Start Manual Quote under Manual Quoting.

![Screenshot 2026-10-21 205457](https://train.singerequipment.com/hs-fs/hubfs/Screenshot%202026-10-21%20205457.png?width=670&height=285&name=Screenshot%202026-10-21%20205457.png)

### Option 1: Add From Catalog

Step 2 — Search the Setvi catalog.

Use Add From Catalog to browse and search for products as you normally would in Setvi.

Step 3 — Select products.

Click the checkbox next to the product you want to include, then select Add to Quote.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-00-43-5008-AM.png?width=1698&height=765&name=image-png-Oct-22-2026-01-00-43-5008-AM.png)

Step 4 — Add additional products.

Once an item has been added to your quote, hover underneath the item and click the + Add button to add more products.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-01-17-3128-AM.png?width=1903&height=867&name=image-png-Oct-22-2026-01-01-17-3128-AM.png)

### ![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-01-34-9854-AM.png?width=210&height=206&name=image-png-Oct-22-2026-01-01-34-9854-AM.png)

### Option 2: Add by SKU

Step 5 — Enter the product SKU.

Select Add by SKU and manually enter the SKU for the product you want to add.

Step 6 — Add the product.

Click Add Product.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-02-20-8595-AM.png?width=1331&height=603&name=image-png-Oct-22-2026-01-02-20-8595-AM.png)

### Option 3: Add SPO

Use Add SPO when the product is not listed in the Setvi catalog.

Step 7 — Enter the SPO product information.

Enter the following information:

- Product name
- Vendor name
- SKU
- Cost
- UOM

Step 8 — Upload the product image.

Upload an image for the SPO product.

Step 9 — Add the SPO product.

Click Add Product.

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-02-42-5952-AM.png?width=1262&height=781&name=image-png-Oct-22-2026-01-02-42-5952-AM.png)

### Review and Adjust Quote Pricing

Step 10 — Adjust product quantities and pricing.

Once all items have been added, you can adjust the following directly within the quote:

- Quantity
- Unit (Sell) Price
- GP Dollar
- GP Percentage

![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Oct-22-2026-01-03-23-9619-AM.png?width=1906&height=867&name=image-png-Oct-22-2026-01-03-23-9619-AM.png)

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