Getting the most out of your plan

Save & name a result

1. Open any calculator and enter your numbers.
2. Under the result, click Save to account.
3. Give the saved result a name (for example "Smith mortgage — 30yr") and confirm.
4. Find all your saved results on the dashboard. Click Open to revisit a calculator, or ✕ to delete a result.

Download a result as PDF or CSV

1. On any calculator, use the PDF or CSV button beside "Save to account".
2. PDF gives you a clean, branded one-pager of the result and inputs; CSV gives you the raw values for a spreadsheet.
3. The Print button is available to everyone if you just want a paper copy.

1. Copy your Partner ID

1. On your dashboard, find Your embed key and click Copy. It looks like adv_1a2b3c….
2. This ID ties every embed load and lead back to your account, so keep it handy.

2. Build your embed

1. Open the embed builder.
2. Pick the calculator you want, set your brand color, and paste your Partner ID.
3. Choose whether to show the small "Powered by SumWize" badge (see Branding).
4. Click Copy to grab the snippet — one line of HTML.

3. Paste it on your website

1. Drop the snippet into any page — WordPress, Squarespace, Webflow, or plain HTML. In most site builders, add an "Embed" or "Custom HTML" block and paste it in.
2. The calculator appears in your brand color and resizes itself to fit — no iframe height to manage.
3. That's it. It works for your visitors immediately.

Your plan sets how many different calculators you can embed: Advisor Solo up to 3, Advisor up to 10, Institution unlimited. You can place the same calculator on as many pages as you like.

Match your brand color

1. In the embed builder, pick a color swatch or type your hex color (for example 1A73E8).
2. The calculator's buttons and accents update to match. The live preview shows exactly what your visitors will see.

Remove the "Powered by SumWize" badge Advisor & Institution

1. In the embed builder, un-check Show "Powered by SumWize".
2. Make sure your Partner ID is filled in — we use it to confirm your plan allows white-label. (On Advisor Solo the badge stays on by design.)
3. Copy the snippet as usual; the badge is gone on your site.

1. Every embedded calculator (with your Partner ID) shows a short "Want a personalized review of these numbers?" form under the result.
2. When a visitor enters their name and email and clicks Send my results, we email you their contact details along with the exact numbers they entered.
3. Leads arrive at the email on your account — make sure that inbox is one you watch. You can also pull leads into a CRM (below).

Your dashboard shows 30-day totals for embed loads and leads captured.

1. In your CRM (or Zapier / Make.com), create an incoming webhook / "catch hook" and copy its URL.
2. On your dashboard, open Lead delivery, paste the URL, and click Save.
3. From then on, every new lead is also sent to that URL as JSON — shaped like { "source":"sumwize", "lead": { name, email, calc, inputs, … } } — so you can route it wherever you like.

You keep getting the email notifications too; the webhook is in addition to them.

1. On your dashboard, scroll to Downloads and click a calculator.
2. You get a single, self-contained HTML file — all styling and logic are inside it, so it works fully offline with nothing loading from us.
3. Open the file in any text editor. At the top there are clear instructions: change --brand-accent to your brand color and replace the business name in the brand bar (and drop in a logo if you like).
4. Host it anywhere, hand it to a client, or open it on a laptop with no internet — it just runs.

1. On your dashboard, open API access and copy your API key. Keep it secret; use Regenerate if it's ever exposed.
2. Request your captured leads: GET https://sumwizecalculators.com/api/v1/leads?key=YOUR_KEY — or send it as an Authorization: Bearer YOUR_KEY header.
3. Add &since= (a timestamp) and &limit= to page through results. You get clean JSON back.
4. Full parameters and the response shape are in the API documentation.

1. On your dashboard, click Manage billing to open the secure Stripe portal.
2. From there you can update your card, switch plans, or cancel anytime.