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June 2026
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Hi there,
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This month we're focused on one thing: visibility.
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From printable proposals to custom margin overrides on quotes, SetSale is rolling out new ways to give you a clearer picture of what's happening inside your business. Read below to see how our newest product updates help you present more professionally, protect your margins, and keep every deal moving forward.
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Product Updates
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JB Warranties Integration
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SetSale has partnered with JB Warranties. This integration allows you to assign warranties to quotes that homeowners can choose at checkout. Flexible pricing, upgrade options, and automatically updated contracts. Control how warranties appear and price by tier.
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Printable Proposals
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Generate clean, professional PDFs for every proposal, complete with options, equipment, discounts, pricing, and homeowner selections. Easy to review offline, share with customers, and reference when details matter most.
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Custom Margin Overrides on Quotes
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Profit margins aren’t one-size-fits-all. Now, sales reps and techs can fine-tune margins on individual quotes—without touching company-wide pricing. Admins decide who can set margin overrides. Available in Settings > Quoting. Applicable to all quotes.
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Internal Quote Notes
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Add private notes directly to any quote—track follow-ups, customer preferences, or deal context without leaving SetSale. See a running note count, and edit or delete notes in a secure, encrypted panel.
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Operator Insights
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Most owners we talk to are working harder than anyone on their team — answering calls, approving quotes, fixing mistakes, and putting out fires before lunch. The problem isn't effort. It's that the business was built around you instead of a system. When everything runs through the owner, growth has a ceiling. If your sales process lives in someone's head, it's just a person.
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The fix is building the system that works when you're not in it. When pricing is standardized, options are consistent, and follow-up runs automatically, you stop being the answer to every problem — and start being the person who built something that runs. That's what time freedom actually looks like.
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Want visibility into what your team is doing without being in every conversation? Start with your Team Quote Activity.
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Join Our Upcoming Webinars
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Join a live 45-minute walkthrough with Jake or Wright from the SetSale training team. They will show you real quoting workflows, share proven strategies you can apply immediately to your business, and answer your questions live.
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👇 Don't miss our upcoming sessions!
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Media Spotlight: Q&A with Assaf Weinberg, Co-Founder & CEO at SetSale
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Assaf Weinberg shares how SetSale is using AI to eliminate industry friction and why the HVAC supply chain is finally ready for a digital revolution...
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Partner Spotlight: JB Warranties
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JB Warranties is a trusted SetSale partner and North America's leading provider of extended warranties for the HVAC and plumbing industries. Through the native SetSale integration, contractors can attach a JB Warranties extended program directly to any quote in just a few clicks. Plans cover all brands of equipment with no deductibles, free transfers to new homeowners, and fast claims reimbursement typically in less than 14 days. It's one of the simplest ways to increase ticket size, build a recurring renewal book, and give homeowners peace of mind — without slowing down your sales process.
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Additional Resources
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Still Have Questions?
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We're here to help! If you have any questions, feel free to reach out directly to our team or visit our help center for more information.
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Ready to See SetSale in Action?
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Bring structure, consistency, and control to every step of your sales process. Book a demo with our SetSale training team to get started.
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Book Onboarding or Follow-Up Training
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Already using SetSale but need additional support? Schedule a personalized training session (30 or 60 minutes) for you or your team.
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Missed the Last Newsletter?
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Catch up on all past editions and stay up to date on everything SetSale has to offer.
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SetSale, 418 Atherton St. Charlotte, NC 28203
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