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SumoQuote

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How can we improve SumoQuote? (Standalone Product)

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43 results found

  1. Adding an internal notes section to a quote.

    Customer requested the ability to record notes on a per quote basis that were stored within SumoQuote but only visible internally for contractor use.

    2 votes

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  2. CRITICAL FEATURE: Cash Discounts - (discounts that only apply to certain payment options)

    We are thrilled to see that SumoQuote is making it easier to showcase financing options and payment amounts. However, most contractors who offer financing also offer a cash discount. This is a critical feature for us.

    Dealer fees are expensive so we build it into our markup, but we offer a lower cost if the customer chooses a self-pay option rather than financing. It would be great if we could add discounts that are only available for specific payment options. For example, 10% off but only if you choose to pay-in-full.

    Bonus points: Discounts based on deposit amount would also…

    2 votes

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  3. NSE Estimate - Ability to edit without resending for signature

    It would be nice to be able to send an estimate draft to a customer, ask them what option they like and if they want any other add-ons. Then send the estimate for a signature.

    4 votes

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