---
agentTools:
projectIndex: https://docs.sumoquote.com/llms.txt
---
# Level 3 - Quotes in 60 Seconds
*Set Up in 6+ Hours*
> "I want to accurately calculate pricing for my projects from measurements in seconds."
## Who It's For
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.
**Setup Includes**:
* Instant quotes with automated calculations
* Integrate with measurement tools (Eagleview, RoofScope, Hover, or RoofLink)
* Turn measurements into accurate pricing
* Add custom calculations to price list items
* Set consistent pricing across your whole team
* Adjust and control margins on every job
## Video Overview
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## Setup Checklist
To complete a Level 3 setup, check out the following sections in our Tutorial Videos. Be sure to watch all of the corresponding videos listed under each heading.
1. Set your Company [Branding](https://docs.sumoquote.com/docs/branding).
2. Set up any [Integrations](https://docs.sumoquote.com/docs/integrations-setup) that you use.
3. Create a [layout](https://docs.sumoquote.com/docs/layouts-overview) and learn how to use them.
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](https://docs.sumoquote.com/docs/introduction-templates)
2. [Quote Details Page](https://docs.sumoquote.com/docs/quote-details-templates)
3. [Authorization Page](https://docs.sumoquote.com/docs/authorization-templates)
4. Explore the functionality of the [Inspection Page](https://docs.sumoquote.com/docs/inspection-page).
5. Learn more about adding and using [Custom Pages](https://docs.sumoquote.com/docs/custom-pages).
6. Learn how to set up and utilize your [Product List](https://docs.sumoquote.com/docs/product-list) and any [additional Price Lists](https://docs.sumoquote.com/docs/additional-price-lists).
7. Integrate your [measurement ](https://docs.sumoquote.com/docs/measurements)tools and learn how to maximize your measurement tokens.
8. Create custom [calculations ](https://docs.sumoquote.com/docs/calculations-overview)to generate quantities in your reports.
9. Learn how to collect signatures using the [eSigning](https://docs.sumoquote.com/docs/signing) feature.
> 👍 You're Done
>
> Level 3 setup is now complete. You're ready to start preparing quotes in 60 seconds using measurements & calculations!
## Up your Layout and Report abilities by using Templates!
For users who want to go to the next level with their quote-building expertise, check out how to use [Templates](https://docs.sumoquote.com/docs/templates-overview)!
## Optional Items
Find out more about the following features to use SumoQuote to its fullest potential:
1. [Material & Work Orders](https://docs.sumoquote.com/docs/material-and-work-orders)
2. [Margin Slider](https://docs.sumoquote.com/docs/margin-slider)
3. [Taxes](https://docs.sumoquote.com/docs/taxes)
4. [Invoicing](https://docs.sumoquote.com/docs/invoicing)
5. [Account Settings](https://docs.sumoquote.com/docs/project-settings): notification rules, quote details page settings, project settings, etc.
## Still Having Trouble?
Still having issues with getting your account set up? Contact support at or phoning 509-213-0118.