Set Up in 2-4 Hours
"I have a price list for my business and I want to use that pricing in my quotes and invoices."
Level 2 takes advantage of SumoQuote's estimating features to get your quotes aligned with production & accounting, and will get you set up for accurate pricing and profitability. Level 2 is great for business that want a detailed pricelist inside of SumoQuote. For an overview of what's included at level 2, click here.
For more information on topics in the walkthrough video, visit the linked guides.
- Set company branding. (0:39 in video)
- Set up Price List (2:08 in video)
- Set up Templates (3:06 in video)
- Set up Layouts (12:42 in video)
- Creating your first quote. (22:05 in video)
- Set up layouts for Material & Work Orders
- Set up any Integrations you use. (1:45 in video)
- Set up Margin Slider
- Set up Taxes
Level 2 setup is now complete. Start creating your quotes in SumoQuote, or go even faster by completing Level 3 Setup.
Still having issues with getting your account set up? Book a one-on-one video call with your Customer Success Manager by contacting [email protected] or phoning 509-213-0118.
Updated about 1 month ago