Where Quotes
Are Competitive Advantage

SETVI Quote saves time and maximizes profits for distributors
with speedy, accurate quotes that enable reps to
close larger orders faster and more efficiently.

Learn More
Team Members Working Together To Launch A Rocket

Generate Quotes Instantly

Increase Average Order Value

Protect Margins Automatically

Accelerate Sales Cycles

Consolidated, Up to Date Sales And Marketing Content Resources

Generate Accurate Quotes In Record Time

Consolidated, Up to Date Sales And Marketing Content Resources
Create Perfectly Precise Quotes, Automatically

Product data, price lists, inventory levels, and ship times integrate into quotes from ERP, PIM, or other systems. Quotes are always 100% accurate and delivered swiftly, resulting in customers that genuinely trust reps and actually like buying from your business.

Make Every Sale Faster & More Collaborative

Create a new quote, copy from an existing one, or create multiple versions for different sales opportunities. Intelligent version control ensures sales representative scan efficiently manage versions and variations of quotes.

When items or quantities are modified based on customer request, or when prices change, the quote adjusts automatically, enabling reps to respond to buyer needs instantly.

Upsell, Cross-Sell & Bundle Using Quotes

SETVI Engage Campaign Results Page Displayed On A Laptop, Desktop, Tablet And Smartphone
Uncover Hidden Selling Opportunities

Set product rules to define what items are compatible for upselling, cross-selling, and bundling for each customer's business type. Automated product add-on prompts make increasing order value a no-brainer.

SETVI Quote makes appropriate recommendations so that reps can focus on mining sales opportunities instead of looking for affinities among products and brands. Merge product and pricing info from different brands and product lines to create quotes for buyers based on specific needs, requirements, and historical data of previously sent quotes and approved pricing.

Increase Quote-To-Close Ratios & Average Order Value Easily

Salespeople are empowered with upselling, cross-selling, and bundling opportunities from within the quoting interface and can see their potential commissions on a product level. SETVI Quote brings simplified, guided selling with recommendations based on purchase history, undersold products, pricing, inventory availability, and other values that help reps increase average order value (AOV).

SETVI Engage Campaign Results Page Displayed On A Laptop, Desktop, Tablet And Smartphone
Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials

Secure The
Bottom Line

Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials
Protect Profit Margins With Automatic Price & Quote Approvals

Satisfy customers with guaranteed quote accuracy while assuring profit margins with customer quotes based on definable margins configurable in SETVI Quote's pricing rules.

Sales managers preset pricing rules and approvals to create an error-free workflow that systematically moves proposals to quotes, to customer acceptance, to order processing.

Reduce Admin Time & Effortlessly Keep Track Of Quotes

Replace manual spreadsheets and endless digging through emails with a consolidated system that manages and tracks current and previously sent quotes and pricing rules, manager approvals, and customer responses from one intuitive interface.

Quote & Close 24/7,Online Or Offline

SETVI Engage Sales Analytics Dashboard
Real-Time Accuracy, Anytime

Selling never stops when the most up-to-date, approved product data, pricing, inventory levels, and ship times are always at hand- at home, at the office, on the road, or offline.

Produce accurate quotes online or in-person dynamically from any laptop, desktop, web browser, or iOS iPad.

Dependable Access, Anywhere

Access essential product, pricing, and historical quote information without mobile service or a WiFi connection. Local access to quoting functionality delivers speed and performance with or without internet.

SETVI Engage Sales Analytics Dashboard
Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials

Bolstered Quotes With AI-Powered Search

Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials
An Invisible Engine That Drives Product Discovery

SETVI taps into multiple indices in content, product catalogs, categories, titles (and more) pulled from hundreds of brands and thousands of SKUs so that reps are fueled with AI-powered, real-time search results when preparing customer quotes.

Exact, Contextual Search Results

Contextual search results are tailored to individual buyers based on purchase history, undersold products, pricing, inventory availability, and other values that enable sales representatives to suggest suitable alternatives or add-ons within the quoting process.

Streamline Workflow With Integrations

SETVI CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365
Leading ERP, PIM & CRM Platforms

Akeneo PIM
HubSpot
Infor
Microsoft
Dynamics
Oracle
Plytix
Sales Layer
Salesforce
Salsify
SAP
SugarCRM

Mobile Native Apps

iOS iPhone & iPad
Android Smartphones & Tablets

Plugins

Microsoft Outlook

See All Integrations
SETVI CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365
SETVI helped us to consolidate sales and marketing across twenty-two territories with hundreds of reps, each selling dozens of Middleby brands.

We needed a platform that's simple, intuitive, and enables reps to cross-sell all our offerings. SETVI helped us to do that.

Mark Easterday

Executive Vice President
Middleby Brands Sales
We get anecdotal feedback from our sales leaders constantly on how SETVI increases customer and rep engagement.

The proof is clear when I view SETVI analytics. We now consistently generate sales on items that rarely sold before using this platform.

Glenn Harbison

Director of Digital Marketing & Ecommerce
Penn Jersey Paper

Ready To Accelerate Your Sales?

Request a demo

Founded in 2014, SETVI is a technology company that creates industry cloud solutions designed to drive sales excellence for companies in manufacturing and distribution industries.

© 2021-2022 SETVI, Inc. All Rights Reserved.
All other trademarks are the property of their owners.
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