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SEPTEMBER 2026 NEWSLETTER
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Hi there,
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This month, we’re making it easier to close, audit, configure, and present every quote—from a simpler checkout to more flexible ductless templates and cleaner customer contracts.
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CHECKOUT STUDIO • SEPTEMBER 14
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Checkout Studio
is coming next week!
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This improved checkout experience will be live for all
customers starting next week. Watch the video below
so you understand the change.
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No action is needed on your part.
Reach out to your customer success rep if you have any
questions or would like to be a beta tester.
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🚀 Product Updates
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PRODUCT UPDATE
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Track Every Change to a Quote
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A new Audit Log is now available across the platform, giving teams a complete, tamper-proof history of important actions—such as who created or changed a quote, invited a team member, updated billing, or used an API key, and when.
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PRODUCT UPDATE
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Easier Quoting for Ductless Systems
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Previously, a quote template could only contain one type of ductless system. Templates can now include both single-zone and multi-zone ductless mini-split systems in the same quote—for example, a budget tier using a single-zone unit and a premium tier using a multi-zone unit.
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PRODUCT UPDATE
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Prioritize your Most Important Discounts
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Arrange discounts in any order while creating quotes. SetSale still calculates them correctly behind the scenes—fixed dollar discounts first, then percentage discounts—but displays them in the order you choose.
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👀 Psst… you can always read all our monthly updates here.
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OPERATOR INSIGHTS
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You Can't Follow Up on What You Can't See
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The homeowner didn't say no — they said "let me think about it," and then the deal went quiet. Most contractors have no idea what happened next: whether the quote got opened, which options got a second look, where each deal actually stands. So follow-up becomes guesswork, and the leads that went cold were often the closest to buying. When you can see what happens after a quote leaves — opens, activity, real status — follow-up stops being a coin flip. You stop chasing everyone and start closing the ones already leaning in.
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WEBINARS
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Quote Faster with a Live Walkthrough
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Join a live 45-minute walkthrough with Jake or Lizette from the SetSale training team. They'll show you real quoting workflows, share proven strategies you can apply immediately, and answer your questions live.
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PARTNER SPOTLIGHT
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Finturf Financing
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Finturf is a trusted SetSale partner and point-of-sale financing platform. What makes Finturf different from a single lender relationship is the Finturf Stack: a group of loan products and lender rules that Finturf offers as one package.
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Build financing right into a quote without leaving SetSale, and homeowners get a real-time offer from a whole network of lenders — one application, more approvals. Every tier shows an estimated monthly payment that updates automatically when the job changes.
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Additional Resources
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Still have questions?
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Ready to see SetSale in action?
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Book a demo with our training team to get started.
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Need follow-up training?
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Schedule a personalized 30- or 60-minute session for you or your team.
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Missed the last newsletter?
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Browse past editions and stay current on SetSale.
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