Setup Levels Overview

Quickly get setup and impress your customers right away, or level-up your setup for lightning-fast and accurate quoting. This guide will help you determine what level your SumoQuote account should be set up to.

Level 1 Level 2 Level 3

Level 1 - Fastest Setup

Get Set Up in 1-2 Hours

▶️Ready to Get Started?

If Level 1 is right for you, go to Level 1 Setup to get started.

Level 2 - Add Your Pricing to SumoQuote

Set Up in 2-4 Hours


Level 2 is Recommended

Level 2 is easily upgraded to Level 3, and is the setup level we recommend to most companies.

▶️Ready to Get Started?

If Level 2 is right for you, go to Level 2 Setup to get started.


Level 3 - Quotes Created in 60 Seconds

Set Up in 6+ Hours

▶️Ready to Get Started?

Level 3 builds on Level 2. Make sure you go through the Level 2 Setup before starting Level 3 Setup.


Setup Level Comparison

This table gives an overview of which features will be usable on your account at each level of setup. Keep in mind that these are not the same as the features included with your SumoQuote plan.

Level 1Level 2Level 3
Set Up Time1-2 Hours2-4 Hours6+ Hours
Quoting StyleLump-SumLine ItemsLine Items
CRM Integration
CompanyCam Integration
Marketing Pages
Layouts with Upgrades and Terms & Conditions
QuickBooks Integration
Price List Items
Material Orders
Work Orders
Custom Calculations

What’s Next

Once you've chosen which setup level is right for you, it's time to get started with setting up your account!