
Smarter, faster estimates. We’re here to help you get there.
Estimate the way you do now—only better. Move to the new version of Estimates and experience the improvements your team deserves. We're with you every step of the way, with training, webinars, and step-by-step guides to help you get ready with confidence.
Why are we improving your estimating process?
The old flow was fast. The new tools are just as fast—and smarter. With automation, templates, and live previews, you’ll type less and win more.
Old estimating process
New estimating solution
Why contractors love it

How to create estimates

What does this mean for you?
Every part of the new estimating workflow is designed to make estimating faster, smarter, and more professional.
- Estimate faster – Reuse templates, preloaded items, and smart fields
- Look more professional – Branded, polished, mobile-ready estimates
- Stay connected – Send estimates, track views, convert to invoices in one click
- Do less work – Autofill taxes, totals, and discounts—no manual math
- Close more jobs – Share estimates digitally and get e-signatures faster
What is coming in the next 6 months?
- Show “Created by” user rather than SumoQuote
- Section settings adjustments
- Hide cost data from users
- View estimate financial details after signature
- Prevent specific users from adding ad hoc items
- Email click tracking on Activity
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Support and training resources





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