Level 1 is the quickest way to start selling with SumoQuote, perfect for businesses with simple pricing techniques and those who want to use an external platform.
Is Level 1 Right For You?
Users wanting to use their product list in SumoQuote should start with a Level 2 Setup. For a comparison of what's included at each setup level, visit the Setup Levels Overview.
Video Overview
Setup Checklist
To complete a Level 1 setup, check out the following Tutorial Videos. Be sure to watch all of the corresponding videos listed under each heading.
- Set your Company Branding
- Set up any Integrations that you use
- Create a Layout:
- For additional information on setting up particular pages within your layout, check out the following videos.
Although these show how to create templates, you can set these pages up within your layout in the same way. The difference is that when you create them within a layout, you will save them as part of the layout and not as an individual template.
- For additional information on setting up particular pages within your layout, check out the following videos.
- Explore the functionality of the Inspection Page
- Learn more about adding and using Custom Pages
- Learn how to collect signatures using the eSigning feature
You're Done
Level 1 setup is now complete. You're ready to start creating your quotes in SumoQuote.