In this article, you'll learn how to quickly and easily adjust the equipment and features within a quote that has been automatically generated by SetSale's AI. This helps you ensure every quote is perfectly tailored to your client's needs and your company's preferences.
Step-by-Step Instructions
After the AI generates the quote, navigate to the specific tier you wish to modify (e.g., Platinum, Gold, Silver, or Federal Minimum).
Click on the piece of equipment you want to change, such as the condenser or furnace.
The system will display a list of every available option for that equipment type from your price book.
Scroll through the list and select the appropriate equipment that you want to include in that tier.
Repeat this process for any other equipment or features you want to adjust across all four tiers.
Pro Tip: Regenerate the Description
Once you have selected your new equipment, go to the Features section of the quote and click the Regenerate button. This will update the AI-generated description to accurately reflect the specifications and benefits of the equipment you have chosen for that tier.
