FAQs

JobNimbus X SumoQuote X Quickbooks Online Integration

How do I use integration with QuickBooks Online?

How do I edit the Warranty page? (article)

Step 1) Click on 'configuration' at the top right of the screen and select 'default layout' Step 2) Click on the 'warranty' page on the bottom left side of the screen Step 3) Feel free to edit the text in the warranty page to match what your company offers Step 4) Drag and drop a photo of signature to give the warrant a more professional look and feel Step 5) Insert your name and title at the bottom of the warranty page Step 6) Click "view page" at the top right side of the screen to see wh...

How do I setup my Terms and Conditions? (article)

Step 1) Click on 'configuration' Step 2) Click on 'default layout' Step 3) Click on 'terms and conditions' on the left side of the page Step 4) Edit the terms and conditions within the text box in the middle of the screen OR upload a PDF from your desktop by selecting the PDF dial Step 5) You can also require customers to 'acknowledge' the terms and conditions before signing by switching on the green toggle at the top right of the page. Step 6) Once you have setup your terms and condition...

How do I add users? (video & article)

With SumoQuote, you can leverage the experience and best practices of your entire sales team easily. With shared documents, shared templates, and the ability to learn from each other's quotes, your competition won't stand a chance. Watch the video below to learn how to invite team members and share resources with each other. Step 1) Click on 'configuration' Step 2) Click on 'team' Step 3) Click 'add user' Step 4) Fill in new user's information Step 5) Select 'admin' if you wish to gra...

How do I use e-signing and sell from anywhere? (video)

With SumoQuote e-signing, you can close deals from anywhere. We know it’s becoming harder to close deals in person - the old “spit on your palm and shake hands” contract isn’t cutting it anymore. Lawyers, COVID-19, and bigger territories mean selling jobs from your office is important.

What does JobNimbus & Company Cam integration do? (video)

To integrate with JobNimbus, please follow the step-by-step instructions found in this link: https://www.sumoquote.com/integrations

How do I integrate with JobNimbus? (article)

To integrate with JobNimbus, please follow the step-by-step instructions found in this link: https://www.sumoquote.com/integrations

How do I integrate with Company Cam? (video)

How do I add multiple quotes? (video & article)

Step 1) From the 'quote details' page in a report, click on the "+" button Step 2) Give your new quote tab a title by clicking the 'edit' button just below where it says "page content"

How do I add a price list? (video)

How do I use the dashboard? (video)