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 - 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 1 | Level 2 | Level 3 | |
|---|---|---|---|
| Set Up Time | 1-2 Hours | 2-4 Hours | 6+ Hours |
| Quoting Style | Lump-Sum | Line Items | Line Items |
| CRM Integration | ✅ | ✅ | ✅ |
| CompanyCam Integration | ✅ | ✅ | ✅ |
| Marketing Pages | ✅ | ✅ | ✅ |
| Layouts with Upgrades and Terms & Conditions | ✅ | ✅ | ✅ |
| QuickBooks Integration | ✅ | ✅ | |
| Price List Items | ✅ | ✅ | |
| Material Orders | ✅ | ✅ | |
| Work Orders | ✅ | ✅ | |
| Measurements | ✅ | ||
| Custom Calculations | ✅ |
Updated 5 months ago
Once you've chosen which setup level is right for you, it's time to get started with setting up your account!