Connect with your customer data, skip double entry and keep your quote status up to date.
- Search for your customer’s name right in SumoQuote to create a new project.
- Once a quote is sent and signed, copies of the signed and unsigned quotes will be tracked in your Leap account. This will show up in the estimates section of your Leap account.
- Follow-up tasks created in SumoQuote are automatically added to Leap.
- Automate the process using webhooks.