How to Edit Formulas

To edit the pre-loaded calculations in your SumoQuote account:

  1. Click Configuration.
  2. Go to Account Settings.
  3. Select Pricelist.
  4. 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.)
  5. In the formula box, you can create your own calculation.
  6. Scroll down to the bottom of the window to test your calculations.
  7. Once you have confirmed it works, click save to update the calculation.

TIP

Access our Pricing Cheat Sheet for a better understanding of how different formulas work and can be used.

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