Explore the only fully featured sales tool on the market.
Get a 10 minute virtual walkthrough
Create stunning quotes
Put your company’s best foot forward.
Add your company’s logo and colors
Pick a professionally designed theme
Add any of your own custom pages
Give the full picture
Include inspection photos with automatically formatted photo pages. Add them instantly, mark them up and add written context. Grab them from your CompanyCam or JobNimbus account, or upload them from your device.
Perfection on repeat
Use our pre-built quotes or create your own. Build templated content that you can use again and again. Share everything with your team so they can replicate your best work.
Create stunning quotes
Put your company’s best foot forward.
Add your company’s logo and colors
Pick a professionally designed theme
Add any of your own custom pages
Give the full picture
Include inspection photos with automatically formatted photo pages. Add them instantly, mark them up and add written context. Grab them from your CompanyCam or JobNimbus account, or upload them from your device.
Perfection on repeat
Use our pre-built quotes or create your own. Build templated content that you can use again and again. Share everything with your team so they can replicate your best work.
Stupid simple financing
Make signing your contracts a no-brainer.
Close sales with budget sensitive customers
Upload financing plans from any provider
Intelligently calculate monthly payments
Directly integrated with Sunlight Financial
Price out all the options
Never miss out on an opportunity to sell the largest job possible. Include multiple trades or offer good, better, best options within one quote. Customers can sign off on the quotes they’d like to move ahead with.
Increase your average job size
Squeeze a little extra revenue out of each job with no extra effort. Create a standard list of optional upgrades that you can offer every time. Keep your base price competitive, and let your customers decide on the extras.
Connect with practically any measurement tool
Connect measurements to calculations in your pricelist to generate line items in seconds. Directly order measurements from Eagleview or RoofScope, or upload a file from your preferred measurement tool.
Standardized pricing
Create a pricelist to ensure consistency on every job. Control pricing across your team to keep everyone on the same page. Upload your existing pricing from Excel, and easily export it whenever needed.
Make consistency mandatory
Not everyone on your team should be able to change your sales process. Set admin controls to limit surprises from the new guy. Ensure you make money on every job by setting limits on margins and discounts.
Get it signed anywhere
Close deals without the drive across town. Legally enforceable contracts, digitally signed, with no extra fees - really.
Know exactly when to follow-up
No more awkward waiting period. Get notified when a customer opens your quote so you can call at the perfect time.
Hand off sold jobs effortlessly
Orders
Turn a signed quote into an accurate material order or a production ready work order. Connect your Beacon Pro+ account to place material orders directly in SumoQuote.
Invoices
Quickly push line items from a signed quote into an invoice, or export directly to QuickBooks Online. Use templates to make invoicing quick and easy.
Contractors love us, a lot.
“Implementing SumoQuote has allowed me to close sales on the spot. Our Account Rep was instrumental in getting us set up and helping us navigate through the system. It’s phenomenal."
“SumoQuote is so easy to use! Combined with the hands-on set-up and training, I've never had a start with new software that has been this painless. And, our customers are constantly complimenting our estimates.”
“Our first month with SumoQuote was our sales team’s best sales month in our 13 year history. That first month we doubled our sales projections and now we’re on track to have our biggest year by far.”
"Thanks to SumoQuote, I just got a $60K contract! We've also closed 5/7 contracts since using it. Once we closed, I asked the homeowners what it was that made them choose us. They said 'the report' every time."
