SumoQuote has been acquired by JobNimbus: Learn more here

Your BrandingCompany logoColor Palate
InspectionCompanyCam logo
Roofing QuoteLayout NameProfit Margin
Customization

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

Photos

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.

Templates

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.

Customization

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

Your BrandingCompany logoColor Palate
Photos

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.

InspectionCompanyCam logo
Templates

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.

Roofing QuoteLayout NameProfit Margin
Financing

Stupid simple financing

Make signing your contracts a no-brainer. 

CheckCircle

Close sales with budget sensitive customers

CheckCircle

Upload financing plans from any provider

CheckCircle

Intelligently calculate monthly payments

CheckCircle

Directly integrated with Sunlight Financial

AuthorizationFinancingOffer Financing
Multi - Quote

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.

Upgrades

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.

Measurements

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.

Measurement
Edit Price DetailProfit Margin
Pricing

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.

Admin
Admin Control

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.

Only Admins
Manage price list
Create and share templates
Add and remove users
View everyone’s quotes
Set maximum discounts
Control profit margin
Add financing plans
Export to Quickbooks
Set up branding
Manage email settings
Manage price list
Create and share templates
Add and remove users
View everyone’s quotes
Set maximum discounts
Control profit margin
Add financing plans
Export to Quickbooks
Set up branding
Manage email settings
Manage price list
Create and share templates
Add and remove users
View everyone’s quotes
Set maximum discounts
Control profit margin
Add financing plans
Export to Quickbooks
Set up branding
Manage email settings
Manage price list
Create and share templates
Add and remove users
View everyone’s quotes
Set maximum discounts
Control profit margin
Add financing plans
Export to Quickbooks
Set up branding
Manage email settings
View sales results
Set taxes
Manage team notifications
Add shared custom PDFs
Manage billing
Integrate apps
Connect with API
Show price breakdown
Assign projects
Set contract T&Cs
View sales results
Set taxes
Manage team notifications
Add shared custom PDFs
Manage billing
Integrate apps
Connect with API
Show price breakdown
Assign projects
Set contract T&Cs
View sales results
Set taxes
Manage team notifications
Add shared custom PDFs
Manage billing
Integrate apps
Connect with API
Show price breakdown
Assign projects
Set contract T&Cs
View sales results
Set taxes
Manage team notifications
Add shared custom PDFs
Manage billing
Integrate apps
Connect with API
Show price breakdown
Assign projects
Set contract T&Cs
eSIGNING

Get it signed anywhere

Close deals without the drive across town. Legally enforceable contracts, digitally signed, with no extra fees - really.

Sign Agreement
Notifications

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.

Materials

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.

InvoiceExport to QuickBooksQuickBooks Logo

Contractors love us, a lot.

Quote icon

“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."

Franco Sanelli
Tennis Roofing
Quote icon

“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.

Andrew Slimmon
ACS Roofing
Quote icon

“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.

JJ Beard
Restoration Builders
Quote icon

"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."

Fabian Valdes
America's Roofing
Right Arrow
Right Arrow

Ready to Start Crushing Your Competition?

*No credit card required