Pre-Loaded Calculations


Only available if you have completed the automated onboarding.

Access Pre-Loaded Calculations

  1. Go to Configuration > Account Settings > Products & Pricing
  2. Click on the edit icon beside Product List (default pricing).
  3. Click the Calculation button to the right of your product 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 bottom left corner and your updated calculation will be applied to any layouts or templates that are linked to this item.


How to Edit Formulas

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