SumoQuote is a proposal-building platform that helps home improvement and remodeling companies create custom proposal templates and quick, on-the-fly quotes. Connecting your CompanyCam and SumoQuote accounts lets you link a SumoQuote report to a CompanyCam Project. Once linked, you can pull any photo from that Project directly into your SumoQuote report.
This feature is only available on the web app.
How the integration works
You connect CompanyCam and SumoQuote from SumoQuote's Integrations settings. Once connected, you can link a SumoQuote report to a matching CompanyCam Project — either when creating a new report or from an existing one. After a report is linked to a Project, you can add any photo from that Project straight into your SumoQuote report, so your CompanyCam photos flow into the proposals you send to customers.
Setting up the integration
Note: Admins and Managers can connect the CompanyCam and SumoQuote accounts.
Go to your Projects page in SumoQuote.
Click Configuration, then Integrations.
Select the CompanyCam card in the Integrations options.
Click Authorize to connect your CompanyCam and SumoQuote accounts.
You're now connected. You can manage the connection from SumoQuote's Connected Apps section.
Note: If you need support integrating or have any issues with the integration, reach out to SumoQuote support.
Linking a SumoQuote report to a CompanyCam Project
Once your accounts are connected, link each SumoQuote report to the matching CompanyCam Project so you can pull in photos.
To link a new report, click Create New Project, then select Link to a CompanyCam Project from the menu.
To link an existing report, click the CompanyCam icon in that report. SumoQuote will surface Projects with a matching address, or you can search for the Project you need.
Once a report is linked to a Project, you'll see the option to add photos from CompanyCam directly into the report.
FAQs
Which CompanyCam plans support the SumoQuote integration?
Which CompanyCam plans support the SumoQuote integration?
The SumoQuote integration is available on all CompanyCam plans.
What CompanyCam role do I need to connect SumoQuote?
What CompanyCam role do I need to connect SumoQuote?
Admins and Managers can connect CompanyCam to SumoQuote.
Can I connect SumoQuote from the CompanyCam mobile app?
Can I connect SumoQuote from the CompanyCam mobile app?
Integrations can't be connected from the CompanyCam mobile app. Set up the SumoQuote connection using a web browser.
What information syncs between CompanyCam and SumoQuote?
What information syncs between CompanyCam and SumoQuote?
CompanyCam photos are what sync — once a SumoQuote report is linked to a CompanyCam Project, you can add photos from that Project into the report.
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