How Do I Preview and Download a Quote in Setvi?

Setvi allows you to preview a quote to see how it will look when generated. You can also download the quote in CSV, Excel, or PDF format.

Step 1 — Select Preview.

Within the quote, click Preview.

Step 2 — Review the quote preview.

Review how the quote will appear when generated.

Step 3 — Select Download.

Click Download to access the available download formats.

Step 4 — Choose a file format.

Select the format you want to download:

Preview how a Setvi quote will appear when generated and download a copy in CSV, Excel, or PDF format.