Using Quote Templates

Using quote templates allows you to create new quotes quickly and consistently by starting from predefined setups. 

When you use a template, all treatments, prices, and payment terms are filled in automatically for the right provider and location

You can still edit or adjust any details after applying a template to tailor the quote to the patient’s specific needs.

⚠️To use a Quote template, you first need to create the template

Useful links:

• Create a Quote template: Creating a Quote Template
• Sharing a Quote: Sharing a Quote with Patient

Step-by-step