Pre-Loaded Calculations

(Optional)

Only available if you have completed the automated onboarding.
 

Access Pre-Loaded Calculations

  1. Go to Configuration > Account Settings > Products & Pricing
  2. Beside the name of your product list, click on the edit pencil icon.
  3. Click the Calculation button to the right of your price list item.
  4. The calculation in the Formula box will calculate the quantity of that line item needed for each specific job.
    1. These formulas can be edited to fit the units of measurements that you prefer.
  5. Click Save in the top right corner to apply your calculations to any linked price list items.

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How to Edit Formulas

For more information on updating calculations in SumoQuote go to our How to Edit Formulas page.

Updated 21 days ago