Level 1 - Fastest Setup

Get Set Up in 1-2 Hours

"I want to use lump sum pricing with a beautiful proposal to close more business."

Who it's for?

Level 1 is the fastest way to get set up and start selling with SumoQuote. Create your first beautiful quote that will blow your customers away. Level 1 is great for businesses with simple pricing techniques and for those who want to use an external tool for their pricing.

Setup Includes:

  • Lump-sum pricing
  • Manufacturer marketing pages
  • Personalized warranty and terms & conditions pages
  • Easy to sell upgrades

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Is Level 1 Right For You?

Users wanting to use their product list in SumoQuote should start with a Level 2 Setup. For a comparison of what's included at each setup level, visit the Setup Levels Overview.

Video Overview

Setup Checklist

To complete a Level 1 setup, check out the following Tutorial Videos. Be sure to watch all of the corresponding videos listed under each heading.

  1. Set your Company Branding.
  2. Set up any Integrations that you use.
  3. Create a layout.
    1. For additional information on setting up particular pages within your layout, check out the following videos.
      Although these show how to create templates, you can set these pages up within your layout in the same way. The difference is that when you create them within a layout, you will save them as part of the layout and not as an individual template.
      1. Introduction Page
      2. Quote Details Page
      3. Authorization Page
  4. Explore the functionality of the Inspection Page.
  5. Learn more about adding and using Custom Pages.
  6. Learn how to collect signatures using the eSigning feature.

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You're Done

Level 1 setup is now complete. You're ready to start creating your quotes in SumoQuote.

Still Having Trouble?

Still having issues with getting your account set up? Book a one-on-one video call with one of our Customer Success Managers by contacting [email protected] or phoning 509-213-0118.