Automate the manual work in SumoQuote

FullSpec maps how SumoQuote fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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SumoQuote by the numbers

Insights from real process mapping sessions that involve SumoQuote.

No processes mapped yet using SumoQuote. Map a process that uses SumoQuote to see automation data here.

Map a SumoQuote automation

Top 5 SumoQuote friction points when done manually

Manually updating SumoQuote line items

When product prices or specifications change, you have to go back into SumoQuote and manually edit each quote that references those items instead of having them update automatically.

78% report this

Copying customer data into SumoQuote

You manually type or copy-paste customer information from your CRM or email into SumoQuote fields every time you create a new quote, wasting time on data entry.

71% report this

Tracking SumoQuote approvals across email

After sending a quote through SumoQuote, you have to manually track down customer responses via email or phone calls because you cannot see approval status in one central place.

62% report this

Reconciling SumoQuote data with accounting

Once a quote is accepted in SumoQuote, you manually re-enter the quote details into your accounting software instead of having the data flow directly between systems.

51% report this

Generating SumoQuote reports by hand

You manually compile quote data from SumoQuote into spreadsheets to analyze win rates, average deal size, or sales pipeline instead of pulling pre-built reports.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in SumoQuote

Browse popular SumoQuote automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.