Skip to main content
A quotation is an estimated cost you share with a patient before treatment begins. Once accepted, it can be converted directly into an invoice. Who can do this: Admins, Doctors, and Receptionists (if finance is enabled).

​
Create a quotation

  1. Open a patient record or an appointment.
  2. Go to Quotations and click New Quotation.
  3. Add procedures from the Service Catalog.
  4. Adjust quantities or prices if needed.
  5. Apply a discount policy if applicable.
  6. Save.
Quotation creation form

​
Share a quotation

After saving, you can:
  • Print a branded PDF.
  • Share a public link that the patient can view in their browser.
  • Send by email or WhatsApp if messaging is enabled.
Quotation share and print options

​
Convert to invoice

When the patient accepts the quotation:
  1. Open the quotation.
  2. Click Convert to Invoice.
  3. Review the invoice details.
  4. Save.
The invoice PDF will show “Generated from Quotation #X” under the totals.

​
Quotation statuses

​
Safety cap

Quotation totals are checked against your clinic’s safety cap, set under Settings → Documentation → Document Amount Limits. Totals above the cap are rejected.