SumoQuote

By audience

Business Development

• Business development staff create professional, branded roofing proposals with good/better/best pricing tiers to increase close rates.
• E-signature capability allows customers to approve proposals digitally in the field or remotely, reducing proposal-to-contract cycle time.
• Integrated financing options (via Sunlight Financial) let sales reps offer monthly payment options at the point of proposal.

Project Manager

• Project managers use SumoQuote to convert accepted proposals into project records within JobNimbus, maintaining line-item data continuity.
• Aerial measurement integrations (EagleView, RoofScope, Hover) reduce time spent on manual roof measurements before estimating.

Estimator

• Estimators use SumoQuote to build detailed roofing and exterior material takeoffs linked to live material pricing via QXO integration.
• Photo documentation from CompanyCam is pulled into proposals to provide visual evidence of existing conditions for customers.

Specialty Contracting

• Roofing, siding, and gutter contractors use SumoQuote as their primary quoting and proposal tool, replacing generic estimating software with one purpose-built for exterior trades.
• Good/better/best proposal templates allow specialty contractors to upsell premium materials and increase average job value.

By phase

Pre-Construction

• SumoQuote is used during pre-construction (sales/estimating) to generate client-facing proposals with aerial measurements, material pricing, financing options, and branded templates for roofing and exterior scope.
• Accepted proposals auto-sync line items back to JobNimbus to initiate the project record and handoff to production.