Estimates and Order Confirmation Now Bundled into Quotes

Estimates and Order Confirmation Now Bundled into Quotes

Beginning June, 2022: Estimates and Order Confirmations are now bundled with Quotes.


With a focus on making our tools more accessible and easier to use, Sunrise has combined combining some of your tools to make them more efficient. Quotes, Estimates, and Order Confirmation features will be streamlined under the Quotes umbrella. Previously each served nearly identical purposes.

 

This includes:

  • Phasing out estimates and order confirmations 
  • All outstanding estimates and order confirmations previously built have been converted to Quotes. 
  • Any existing Estimates and Order Confirmations will be saved, but the information will be converted to the quotes template.
  • If you’d like to save these documents in their existing form for future use, please download and save them to your computer by June 1, 2022.

  

Enhancements:

Adding Signature Requests: With this launch, you will have the option to request a customer signature for any quote. This will allow you to secure verification from the customer before any work begins for your services.


    • Related Articles

    • How to Create a Quote/Estimate to Win your Customer's Business

      How to Create a Quote Step 1: Navigate to Quotes You will find Quotes under the Income section in the left hand navigation. Here is a sample of what it looks like. Step 2: Click "Create" in the top right corner to begin building your Quote You can ...
    • How to Use Mobile App Invoicing

      You can now create invoices on the go with the Sunrise App. This feature can come in handy if you are on location with only your mobile device. You can create invoices on the fly and send them right to your client. Here’s how it works. Tap Invoices ...
    • ***What is WePay?

      Lendio's invoicing solution allows businesses like your to  collect payments directly from your customers through a partnership with WePay. WePay is an online payment service provider powered by Chase that provides an integrated payment solution so ...
    • How Tax Assist estimates your taxes

      Where do you find your quarterly tax payment amounts? Every year, when you file your tax returns, the IRS sends you quarterly tax estimates on half-page payment vouchers. The IRS calculates the minimum amount of what you should be paying each quarter ...
    • How to Send an Invoice Reminder and Add Late Fees on the Mobile App

      Sometimes, you may just remember that an invoice you’ve sent is almost late while you’re out of the office. Or maybe an invoice is already late and now you’ll want to add a late fee. Luckily, your Sunrise mobile app can help you deal with just such ...