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How Do I Create a Setvi Quote?

Setvi quoting allows sales representatives to organize products and pricing for customer opportunities before an order is placed.

Overview

Setvi includes quoting functionality that allows sales representatives to prepare quotes for customer opportunities.

Quotes can be used to organize products and pricing for a customer before an order is placed.

When to Use This

Use Setvi quoting when a customer:

  • Requests pricing.
  • Wants to compare product options.
  • Needs a formal quote before making a purchasing decision.
  • Is considering multiple products as part of an opportunity.

Step One:
Go to Quotes in Setvi. 

Step Two:
Click New to create a new quote. 

Step Three: 
Select Customer or Prospect depending on if the quote is for a potential or existing customer.

 

 

 

 

For an existing customer, select them from the drop down under Customer. Then, link the existing HubSpot deal or create a new deal by clicking Create New Deal. 

Enter a quote name and add sales tax if applicable. Click Create to create quote. 

For a prospect or potential customer, select Prospect. 

Then, link to the existing HubSpot deal or create a new deal by clicking Create New Deal. Enter a quote name and add sales tax if applicable. Click Create to create quote.