Level 3 - Quotes in 60 Seconds
Set Up in 6+ Hours
"I want to accurately calculate pricing for my projects from measurements in seconds."
Level 3 turns your sales process into a scalable machine. Set up sophisticated automated calculations which automatically integrate with measurement tools for hands-off accurate quoting. Level 3 is great for businesses which want to use SumoQuote to its full potential to automate their quoting. For an overview of what's included at level 3, click here.
Start with Level 2
Level 3 builds on Level 2. Make sure you've gone through Level 2 Setup before starting Level 3.
Video Walkthrough
Setup Checklist
- Complete Level 2 Setup
- Set up Measurement Tokens (2:29 in video - may not be required)
- Set up Calculations (2:56 in video)
Optional Items
You're Done
You're ready to start preparing quotes in 60 seconds using measurements & calculations.
Still Having Trouble?
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