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New Sales Experience

New Sales Experience

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

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 Job Deposit?

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

How do I Create a Material Order in the New Sales Experience?

How Do I Create an Invoice Using the New Invoice 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 in the 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)

How Do I Edit the Email Settings and Templates for the New Sales Experience?

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

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

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

Why am I seeing an Unnamed Product?

What is the Difference Between Margin and Markup?

Why Aren't My Page Settings Working? | New Sales Experience

Why Does My Margin Slider Keep Moving?

Why Are Estimate Emails Being Sent Multiple Times?

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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 in the New Sales Experience?

What is SRS Distribution?

Why Aren't My SRS Products Showing a Unit of Measurement?

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Using Beacon in the New Sales Experience

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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Measurements

How Do I Order and View Measurements Reports in the New Sales Experience?

How to I Upload Reports to Measurements?

How Do I Connect and Disconnect HOVER in the New Sales Experience?

How Do I Connect and Disconnect EagleView in the New Sales Experience?

Which Measurements Will Auto-Populate in the New Sales Experience?

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New Sales Experience in Mobile

How do I Use the New Sales Experience in the Mobile App?

How do I Edit The New Sales Experience Introduction Page in the Mobile App?

How do I Edit The New Sales Experience Estimate Cover Page in the Mobile App?

How do I Edit The New Sales Experience Inspection Page in the Mobile App?

How do I Edit The New Sales Experience Estimate Details Page in the Mobile App?

How do I Edit The New Sales Experience Signing & Upgrades Page in the Mobile App?

How do I Edit The New Sales Experience Terms and Conditions in the Mobile App?

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Using ABC Supply in the New Sales Experience

How do I Enable the JobNimbus Integration with ABC Supply?

How Do I Use the ABC Supply Integration With the New Sales Experience?

Margin

New Sales Experience Error: "Invalid margin/markup. Price has been reverted."

New Sales Experience Error: "Margin slider disabled..."

Why Are My Margin and Price Reverting to Zero?

New Sales Experience Training Resources

Where Can I Find Training on the New Sales Experience?