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New Sales Experience

New Sales Experience

Get the latest on the New Sales Experience (SumoQuote + JobNimbus)

What Can I Expect From the JobNimbus Acquisition of SumoQuote?

How Do I Create an Estimate in the New Sales Experience?

How Are Calculations Used With the New Sales Experience?

How Do I Request a Down Payment in the New Sales Experience?

How Are Estimates Created With Multiple Locations? (New Sales Experience)

Estimate Settings

How to Create or Edit Estimate Layouts (New Sales Experience)

How Do I Create and Edit Templates (New Sales Experience)

How Do I Select a New Estimate Design (New Sales Experience)

How can I Incorporate External PDFs Into My Quotes? (New Sales Experience)

How Do I Configure Measurement Tokens? (New Sales Experience)

Where Can I Adjust My Profit Settings? (New Sales Experience)

Can I Offer My Customers Financing? (New Sales Experience)

Where Do I Manage My Email Settings? (New Sales Experience)

What Customization Options Are Available for My Quote Pages? (New Sales Experience)

Where Can I Enable Email Notifications? (New Sales Experience)

How do I use Canva Design Templates in the New Sales Experience?

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Using SRS in the New Sales Experience

How do I Enable the JobNimbus Integration with SRS Distribution?

How Do I Link My RoofHub (SRS) Templates?

How do I use the SRS Integration with the New Sales Experience?

How Does My SRS Distribution Integration Work With My JobNimbus Products & Services?

What is SRS Distribution?

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Using Beacon in the New Sales Experience

How Does My Beacon Integration Work With My JobNimbus Products & Services?

How Do I Use the Beacon Integration?

Where Can I Set a Default Branch for Beacon?

How Do I Connect Unique BeaconPro+ Accounts to Different Company Locations?

What Are the Constraints With the Beacon PRO+ Integration?

How Do I Enable the JobNimbus Integration With Beacon Roofing Products?

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