SetsaleHelp Center

How-To Guides

A collection of step-by-step guides to help you navigate the core features of the SetSale platform and complete daily tasks.

By Hayden, Parker McNally, Adrian Lucas · 62 articles

How to View and Track Sent Quote Activity in SetSaleHow to Connect and Use Finturf Financing in SetSaleHow to Set Selection Rules for Additional Equipment

Account Settings

6 articles
How to Add or Change My Profile Avatar on SetSale?How to Add or Change Your Name in SetSale?How do I Delete My SetSale AccountHow to Change Your Password in SetSale?How to Manage Customers in SetSaleAffiliate Surcharge

Company Settings

45 articles
Setting custom financing rules for your installment plansCompany Information6 articlesEquipment3 articlesPricing Configuration8 articlesQuotes18 articlesPresentation5 articlesMembers1 articleDistributors3 articles

SetSale Connect

5 articles
What is SetSale Connect?SetSale Connect GuideEquipment in the Distributor PortalHow Do I Invite Contractors to SetSale?Exclusive Licenses in SetSale Connect

API and Webhooks

3 articles
How to Get an Email When a Quote Is Won (Using Zapier)Send Won Quotes to Your Distributor Order SystemUpload Equipment Inventory to SetSale with the Distributor API