How to Edit Formulas
To edit the pre-loaded calculations in your SumoQuote account:
- Click Configuration.
- Go to Account Settings.
- Select Pricelist.
- Click the "Calculations" button the right-hand side of the price list item. (If there is no green check mark, there is no current calculation for this line item.)
- In the formula box, you can create your own calculation.
- Scroll down to the bottom of the window to test your calculations.
- Once you have confirmed it works, click save to update the calculation.
Access our Pricing Cheat Sheet for a better understanding of how different formulas work and can be used.
Need help getting set up?
Existing Customer? Book a 1-on-1 video call with our Customer Success team here.
Not a Customer Yet? Book a 1-on-1 video call with our Sales team here.
Updated 12 months ago