Lighting Fast Quote & Order Generation

Automate transactions, reduce spreadsheets and drive margin compliance.

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In sales, we understand numbers to the talking.
Here is what you can expect from our Revenue Operations Platform:

0 mins

Avg. time to build a quote


Increase of Cross-sell items


Quicker ramp-up for new reps

Lightning-Fast Quote and
Order Generation

Faster & Tailor Made Quotes

Integrate product data, price lists, inventory, and ship times - directly from ERPs into quotes. Provide reps with data that considers buying behavior and growth opportunities to generate always pertinent customer interactions.

Guided Selling For Faster Sales

Create a new quote, copy from a global buying list, or create multiple versions for each sales opportunity. When items or quantities are modified based on account specific conditions, or when prices change, the quote adjusts automatically, enabling reps to respond to buyer needs instantly and accurately.

Upsell, Cross-Sell & Bundle Using Quotes

Maximize Selling Opportunities

Set product rules to define what items are compatible for upselling, cross-selling, and bundling for each customer. Automated product add-on prompts make increasing order value easy with alerts for reordering and associated items.

Increase Average Order Value

Offer insight into potential upsell, cross-sell, and bundling opportunities for your reps. This guided selling approach uses Machine Learning and considers purchase history, pricing, and availability factors to help sales reps enhance the average order value efficiently and effectively.

Reach Financial Goals & Sales Excellence

Protect and Maximize Margins

Ensure that every quote aligns with your business's financial goals. SETVI Quote gives you the ability to personalize pricing rules and workflow approval automation or need of approval.

Replace Spreadsheets & Effortlessly Keep Track of Quotes

Replace spreadsheets and email searches with a consolidated system that manages and tracks pricing rules and qut, manager approvals, and customer responses from one intuitive interface.

AI Powered Search that drives Product Discovery

An Invisible Engine That Drives Product Discovery

Reps are fueled with AI-powered, real-time search results when preparing customer quotes. By taping into multiple data sources, SETVI Quote provides content, product catalogs, categories, titles (and more) from hundreds of brands and thousands of SKUs.

Tailored Search for 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.

Quote Anytime, Anywhere

Quote & Close 24/7,Online Or Offline

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, on 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.

Streamline Workflow With
Seamless Integrations

Leading ERP, PIM & CRM Platforms

Success cases from our customers

SETVI helped us to consolidate sales and marketing across twenty-two territories with hundreds of reps, each selling dozens of Middle by 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


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