--- title: Setup Levels Overview description: 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. --- [Skip to content](https://support.sumoquote.com/setup-levels-overview#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 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) # 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. #### ![Setup Levels Overview 2024-05-13 at 3.08.04 PM](https://support.sumoquote.com/hs-fs/hubfs/Setup%20Levels%20Overview%202024-05-13%20at%203.08.04%20PM.jpg?width=688&height=183&name=Setup%20Levels%20Overview%202024-05-13%20at%203.08.04%20PM.jpg) #### ![Setup Levels Overview 2024-05-13 at 3.08.17 PM](https://support.sumoquote.com/hs-fs/hubfs/Setup%20Levels%20Overview%202024-05-13%20at%203.08.17%20PM.jpg?width=688&height=185&name=Setup%20Levels%20Overview%202024-05-13%20at%203.08.17%20PM.jpg) #### ![Setup Levels Overview 2024-05-13 at 3.08.31 PM](https://support.sumoquote.com/hs-fs/hubfs/Setup%20Levels%20Overview%202024-05-13%20at%203.08.31%20PM.jpg?width=688&height=185&name=Setup%20Levels%20Overview%202024-05-13%20at%203.08.31%20PM.jpg) #### Level 1 - Fastest Setup *Get Set Up in 1-2 Hours* *If level 1 is right for you, go to [Level 1 Setup](https://support.sumoquote.com/level-1-fastest-setup?hsLang=en) 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. *If Level 2 is right for you, go to [Level 2 Setup](https://support.sumoquote.com/level-2-add-your-pricing?hsLang=en) to get started.* #### Level 3 - Quotes Created in 60 Seconds *Set Up in 6+ Hours* *Level 3 builds on Level 2. Make sure you go through the Level 2 Setup before starting [Level 3 Setup](https://support.sumoquote.com/level-3-quotes-in-60-seconds?hsLang=en).* #### 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 | ✅ | ✅ | ✅ | | Marketing Pages | ✅ | ✅ | ✅ | | Layouts with upgrades and Terms & Conditions | ✅ | ✅ | ✅ | | QuickBooks Integration | ✅ | ✅ | ✅ | | Price List Items | | ✅ | ✅ | | Material Orders | | ✅ | ✅ | | Work Orders | | ✅ | ✅ | | Measurements | | | ✅ | | Custom Calculations | | | ✅ |     - [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) [![Chill listening crop-3](https://support.sumoquote.com/hs-fs/hubfs/Vertical%20Logo%20Colour.png?width=48&height=24&name=Vertical%20Logo%20Colour.png "Chill listening crop-3")](http://www.jobnimbus.com) SumoQuote Help Center Copyright © 2026, JobNimbus