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The Formula Library in Zuper lets you automate the calculations behind your proposals. Instead of manually figuring out quantities or pricing, you can use formulas that pull real data from the job, measurements, checklist fields, and product details to handle the math automatically.
Zuper includes pre-loaded formulas to help you get started, and you can view, duplicate, or create your own to match how your business prices work. With this, you’ll achieve faster proposals, consistent pricing, and a more professional quoting experience for your customers.

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Accessing the Formula Library

Navigate to the Settings module from the left navigation menu and select Module → Quotes & Invoice → Zuper IQ – Intelligent Quoting → Formula Library. Formula 01 Pn Here, you can view all your preloaded formulas and manage them whenever necessary. Pre-loaded Formulas:  Access our Formula Cheat Sheet for a better understanding of how different formulas work and can be used.

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Creating a New Formula

You can create your own formulas in Zuper by adding measurement tokens, checklist fields, and custom fields from both products and jobs. These fields pull real-time data to calculate exactly what you need for each proposal. When you click + New Formula, the Formula Builder will open. The workspace where all your logic comes together. Formula 02 Pn Let’s start adding your formula details in the steps below:
  1. Give a Formula Name that your team will see later when applying the formula.
  2. Enter a unique identifier. This Formula Key is the system reference that connects it to your templates.
  3. Choose the relevant category, such as Area, material pricing, labor, and waste.
  4. Add a short description if you want to remind yourself (or your team) what this formula does.
  5. In the Formula Expression section, you can write your formula for calculations.
    • Use @ to insert fields such as custom fields, checklist fields, or measurement tokens (like roof area or slope).
    • Use standard operators and functions like CEIL(), FLOOR(), MAX(), and others to build your equation.
      For example: @Total_Roof_Area _ (1 + @Waste_Percent / 100). This formula calculates your roof area, considering the waste factor.
    • Click Validate to check your syntax before saving.
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  1. Test your formula: A Preview/Test panel on the right side, where you can add sample values and see the result instantly.
Note: The preview focuses on your main expression only. IF/THEN conditions or advanced logic are ignored during testing.
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  1. On the Rounding section, you can choose how your formula should handle decimals.
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  1. Once you have confirmed that it works, click Save Formula.
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Managing a formula

Once a formula is created, you can always go back whenever you want to modify.
From the Formula Library, click the three-dot menu beside a formula and choose Edit, Deactivate, or Clone. Editing updates the formula directly, while duplicating allows you to create a new version without affecting the original one. Formula 07 Pn
Remember:
  • Templates that already use the old formula will continue to work until you choose to replace them manually.
  • Proposals that have already been created will not be updated retroactively.