Imagine a world where you no longer need to manually check material prices before sending out job proposals. This could eliminate stress while saving you time and money!
Well, this reality is possible with the SumoQuote and Beacon integration. In this blog post, we’ll explain how to use this integration to save time and keep your operations running smoothly.
How Does the Beacon and SumoQuote Integration Work?
Beacon is a large materials distributor in the construction industry. It’s the leading distributor of roofing, siding, windows, decking, and insulation systems in the U.S. and Canada.
When you use Beacon and SumoQuote together, you can streamline your processes.
Price Updates
When the tools are synced, they automatically update material prices in SumoQuote. This collaboration ensures your quotes are always up-to-date with the latest pricing information.
The SumoQuote and Beacon integration makes managing your price lists easier than ever. You can create Beacon price lists within SumoQuote and link items from product lists to your Beacon price list.
Prices for Beacon products automatically update in SumoQuote price lists. You can confidently finish job proposals in SumoQuote without needing to go back and double-check a price in Beacon.
That work is done for you! If Beacon changes a price, it will be accurately reflected in SumoQuote without any action needed on your part.
Gone are the days of continuously checking prices or asking yourself if you missed a price increase. The SumoQuote and Beacon integration takes care of that for you.
Create Material Orders
With the integration, you can automatically generate material orders to Beacon. Within a SumoQuote project, you can select “Create Order,” which allows you to place and send orders directly to your preselected Beacon location.
Set Up Your SumoQuote/Beacon Integration
Integrations help you make the most of your software tools. You can sync your existing tools and let them do more work for you. Instead of putting up with manual double entry, let your tools communicate with each other to update items.
You’re probably dying to know how to set up your Beacon and SumoQuote integration. Don’t worry; we won’t keep you waiting any longer.
Here’s how to connect your accounts. Once it’s set up, you can leverage the integration right away.
- Navigate to Integrations under the Configuration menu.
- Select Beacon from the available options.
- Login to your Beacon account.
- Now the Beacon integration button will appear under your Connected apps in SumoQuote!
Once your accounts are connected, you can start making Beacon price lists in SumoQuote, and rest easy that you’ll never miss a price change again.
Streamline Operations at Your Business
Contractors face constant challenges, from fluctuating material costs to juggling multiple projects. SumoQuote helps simplify your business by streamlining processes. With SumoQuote, you can build high-quality quotes for customers in minutes.
With helpful integrations like SalesRabbit, QuickBooks, and Salesforce, investing in SumoQuote can help you take your business to the next level. Book a SumoQuote demo and see our software in action.
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