> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create and Manage Quotations

> Create quotations, share them with patients, and convert accepted quotes into invoices.

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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/quotations-create.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=5b59e83554737e8b845f08be615c8528" alt="Quotation creation form" data-path="images/quotations-create.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/odontox-4b89ada8/iXRukJveHvqXoZEB/images/quotations-share.png?fit=max&auto=format&n=iXRukJveHvqXoZEB&q=85&s=55373509c23426563e3a9ca9b32416d6" alt="Quotation share and print options" data-path="images/quotations-share.png" />
</Frame>

## 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

| Status       | Meaning                                 |
| ------------ | --------------------------------------- |
| **Draft**    | Created but not yet shared.             |
| **Sent**     | Shared with the patient.                |
| **Accepted** | Patient has approved; ready to invoice. |
| **Rejected** | Patient declined.                       |
| **Expired**  | Past its valid-until date.              |

## 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.

## Related articles

* [Invoices](/finance/invoices)
* [Treatment Plans](/clinical/treatment-plans)
* [Discount Policies](/admin/discount-policies)