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 Edit and Clone any existing Quotes, to create a new Quote, click the green "Create" button.
Step 3: Creating your Quote:
Once you click Create, you'll be presented with the Quotes Template.
You will need to:
1. Select an existing customer (or Add a New Customer) who will receive the Quote
2. Select or Add your Product or Service for the work/items you'll deliver
3. Enter the Description, Quantity, and Price
If you have already created a Product, Description, and Price before, these can simply be selected to save time from the drop down menu.
1. Select the Date the Quote expires (Upper right)
2. Determine Currency (USD is the default)
3. Determine relevant applicable tax (Excluding taxes is the default)
4. Attach any relevant images or PDF files
Once you have your product/service entered, you can easily reference them later, making this step much faster and save you time.
Creating a Quote with Products & Services already built
Step 4: Optional: Determine if you want a customer Signature on your Quote
If you would like to have your customers sign that they've accepted your quote, you can enable this with the touch of a button. Toggle it on to enable signature confirmation.
It's a great tool to help ensure you'll be properly compensated for the work you're delivering. Additionally signatures are useful when navigating larger clients who might be have separate individuals paying their invoices than those who are actually ordering the work done.
Step 5: Review and Send
Once you've determined if you want to collect a signature, the next step is to Review and Send your Quote.
You can easily do this in the top right. If you still need additional time, you can also Save as a draft.
That's it. You've successfully completed your first Quote. Nicely done!
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, ...
Create new contact
Overview Your contacts in Sunrise are individuals or businesses who have purchased your products/services or from whom you have purchased products/services. Entering or importing your contacts within Sunrise is easy and will allow you to keep track ...
How does my customer make a payment through a bank transfer?
A simple solution for bank transfers with Sunrise Pay Receiving payments via direct bank transfer is significantly less expensive than using credit cards, but getting users signed in and authenticated can be a cumbersome process. Sunrise Pay makes ...
How to Import Contacts into Sunrise
Overview With Sunrise, you can create a contact manually, and you can also import your contacts in bulk. This is a great method if you're switching over to Sunrise from a different accounting tool and want to transfer your contacts in bulk into ...
Tax Assist Makes Business Taxes a Breeze
Everyone could use a little help with tax prep. Luckily, we've got your back. Free Tax Assistance Yes, you heard that right. When you use your Free Lendio software, you receive Tax Assist tools for free. Help with preparing your taxes shouldn’t cost ...