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GuidesAPI Reference

Welcome

  • Welcome

Setup

  • Setup Levels Introduction
  • Setup Walkthroughs
    • Level 1 - Fastest Setup
    • Level 2 - Add Your Pricing
    • Level 3 - Quotes in 60 Seconds
  • Setup Service

Plans

  • Plans Compared

Features

  • Integrations
    • CompanyCam
    • EagleView
    • Beacon
    • RoofScope
    • Other Measurement Tools
    • JobNimbus
    • JobProgress
    • GiddyUp Roofing
    • AccuLynx (via Zapier)
    • QuickBooks Online
    • ProLine
    • Zapier
  • Pricing
    • Price List Overview
    • Edit Price List
    • Beacon Price Lists
    • Line Item Options
    • Margin vs. Markup
    • Margin Slider
    • Taxes
    • Price Adjustments
  • Templates & Layouts
    • Templates Overview
    • Using Templates
    • Introduction Templates
    • Quote Details Templates
    • Authorization Templates
    • Layouts Overview
    • Using Layouts
    • Create a New Layout
    • How to Edit Layouts
    • QuickText
  • Custom Pages
  • Inspection Page
  • Material & Work Orders
    • Beacon Orders
  • Invoicing
  • Dashboard
    • Dashboard Overview
    • Dashboard Tracking
  • Measurements
    • Measurement Tokens
  • Calculations
    • Calculations Overview
    • Pre-Loaded Calculations
    • How to Edit Formulas
  • Tokens
  • eSigning
  • Financing
    • Financing Overview
    • Activate Financing
    • Prequalification Process: Prior to Quote Creation
    • Credit Application: Before a Quote Has Been Created
    • Credit Application: After a Quote Has Been Created
  • Settings
    • Quote Detail Settings
    • Email Settings
    • Notification Settings
  • Referral Program

Support

  • Reset Password
  • Cancel Subscription
  • Change Your Plan
  • Change Payment Details
  • Add Team Members
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Zapier

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Heavy Plan Required

Zapier integration is available on Heavy plans and above.

Looking to integrate with more tools?

Connect nearly any app with SumoQuote using Zapier. Create custom integrations, workflows, and automate your tech stack alongside thousands of supported apps.

Updated 9 months ago


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    • Looking to integrate with more tools?