For AI agents: visit https://docs.sumoquote.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Guides API Reference

Guides

Guides API Reference

Welcome

Welcome

Setup

Setup Service
Onboarding Content
Branding
Setup Levels Overview

Plans

Plans Compared

Features

Integrations
Layouts
Templates
Inspection Page
- Inspection Page Styles
Custom Pages
Product List
Additional Price Lists
Profit Settings
Financing
Calculations
Measurements
- Measurement Tokens
eSigning
- Additional Signers
Material & Work Orders
Invoicing
Dashboard
- Dashboard Tracking
Account Settings

Solar

Creating a Solar Project
Ordering EagleView TrueDesign Reports
- EagleView's TrueDesign
Solar Project Settings
Creating Solar Designs
Solar Financing
Creating a Solar Report
Review Your Report
Solar Referrals
- Refer Solar Leads to Primitive Power

Support

Reset Password
Cancel Subscription
Change Your Plan
Change Payment Details
Add Team Members
Manage Seats

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Dashboard

Use the Dashboard to view your win and loss percentage, revenue earned and what projects are still open.

An Overview of the Dashboard

Table of Contents
- An Overview of the Dashboard