Pre-Loaded Calculations

(Optional)

Only available if you have completed the automated onboarding.
 

To access the pre-loaded calculations in your SumoQuote account:

  1. Click Configuration.
  2. Go to Account Settings.
  3. Select Pricelist.
  4. Click the "Calculations" button the right-hand side of the price list item.

You will see a section labeled "Formulas".

  • This formula will calculate the quantity of that line item needed for each specific job.
  • These formulas can be edited to fit the units of measurements that you prefer.
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We will cover this in more depth in the next video.


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