Margin Slider


By enabling the margin slider in your SumoQuote account, you can easily adjust profit margins in your quotes.

To enable and configure the margin slider in your account:

  1. Click Configuration.
  2. Go to Account Settings.
  3. Select Pricelist.
  4. At the top of the page you will see a "Margin" section.
  5. Click the "Edit" button on the right hand side.
  1. Set your "Default Margin/Markup" for all line items that have not been specified (if no Margin/Markup is entered it will default to 33% or a value you enter).
  2. Set your minimum Margin/Markup (the minimum allowable profit Margin/Markup of a quote).
  3. Toggle whether you would like to use "Margin" or "Markup" across your entire account.
  4. Toggle the Margin slider on/off in your account.

*Note: Toggling "Use Margin across sumoQuote" will change your pricing across your entire account to use Margin in place of Markup. This will effect all price list items: Learn more here.


    MARGIN - Profit as a percentage of overall revenue. (ex. 35% of our revenues were profit)
    MARKUP - Percentage profit increase over the cost of goods/services sold. (ex. We added 35% to our total costs to give us our profit)

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