---
title: Level 1 - Fastest Setup
description: 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.
---

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1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en)
2. [Getting started](https://support.sumoquote.com/getting-started?hsLang=en)
3. [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup)

# Level 1 - Fastest Setup

## 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](https://support.sumoquote.com/level-2-add-your-pricing?hsLang=en). For a comparison of what's included at each setup level, visit the [Setup Levels Overview](https://support.sumoquote.com/setup-levels-overview?hsLang=en). 

#### 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.

1. Set your [Company Branding](https://support.sumoquote.com/branding?hsLang=en)
2. Set up any [Integrations](https://support.sumoquote.com/integrations?hsLang=en)that you use
3. Create a [Layout](https://support.sumoquote.com/layouts-overview?hsLang=en): 
     1. 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.* 
            1. [Introduction Page](https://support.sumoquote.com/introduction-templates?hsLang=en)
            2. [Quote Details Page](https://support.sumoquote.com/quote-details-templates?hsLang=en)
            3. [Authorization Page](https://support.sumoquote.com/authorization-templates?hsLang=en)
4. Explore the functionality of the [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en)
5. Learn more about adding and using [Custom Pages](https://support.sumoquote.com/custom-pages?hsLang=en)
6. Learn how to collect signatures using the [eSigning](https://support.sumoquote.com/esigning?hsLang=en) feature

**You're Done**

Level 1 setup is now complete. You're ready to start creating your quotes in SumoQuote.

 

- [Getting started](https://support.sumoquote.com/getting-started?hsLang=en#main-content)
  
  
  
  
  
    - [Onboarding](https://support.sumoquote.com/getting-started?hsLang=en#onboarding)
    - [Branding](https://support.sumoquote.com/getting-started?hsLang=en#branding)
    - [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup)
- [Account Settings](https://support.sumoquote.com/account-settings?hsLang=en)
- [Subscription](https://support.sumoquote.com/subscription?hsLang=en#main-content)
  
  
  
  
  
    - [Subscription Management](https://support.sumoquote.com/subscription?hsLang=en#subscription-management)
- [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en)
- [Templates](https://support.sumoquote.com/templates?hsLang=en)
- [Layouts](https://support.sumoquote.com/layouts?hsLang=en#main-content)
  
  
  
  
  
    - [Custom Pages](https://support.sumoquote.com/layouts?hsLang=en#custom-pages)
- [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en)
- [Measurements and Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#main-content)
  
  
  
  
  
    - [Measurements](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#measurements)
    - [Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#calculations)
- [Product and Price Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#main-content)
  
  
  
  
  
    - [Price Lists and Adjustments](https://support.sumoquote.com/product-and-price-lists?hsLang=en#price-lists-and-adjustments)
    - [Product Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#product-lists)
- [Financials](https://support.sumoquote.com/financials?hsLang=en#main-content)
  
  
  
  
  
    - [Orders](https://support.sumoquote.com/financials?hsLang=en#orders)
    - [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups)
    - [Taxes](https://support.sumoquote.com/financials?hsLang=en#taxes)
    - [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing)
- [eSigning](https://support.sumoquote.com/esigning?hsLang=en)
- [Solar](https://support.sumoquote.com/solar?hsLang=en#main-content)
  
  
  
  
  
    - [Creating a Solar Project](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-project)
    - [Creating a Solar Report](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-report)
- [Integrations](https://support.sumoquote.com/integrations?hsLang=en#main-content)
  
  
  
  
  
    - [Beacon](https://support.sumoquote.com/integrations?hsLang=en#beacon)
    - [Hover](https://support.sumoquote.com/integrations?hsLang=en#hover)
    - [CompanyCam](https://support.sumoquote.com/integrations?hsLang=en#companycam)
    - [EagleView](https://support.sumoquote.com/integrations?hsLang=en#eagleview)
    - [JobNimbus](https://support.sumoquote.com/integrations?hsLang=en#jobnimbus)
    - [Leap](https://support.sumoquote.com/integrations?hsLang=en#leap)
    - [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online)
    - [RoofScope](https://support.sumoquote.com/integrations?hsLang=en#roofscope)
    - [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial)
    - [Zapier](https://support.sumoquote.com/integrations?hsLang=en#zapier)
    - [AccuLynx](https://support.sumoquote.com/integrations?hsLang=en#acculynx)
    - [Financing](https://support.sumoquote.com/integrations?hsLang=en#financing)
- [FAQs](https://support.sumoquote.com/faqs?hsLang=en)

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