Create a quote

Prepare a priced offer for a patient or lead, to share by link, sign and turn into an invoice.

Table of Contents

Open Money, Quotes, and click Create Quote.
Under Who, choose the Client or Lead, then the Appointment if there is one.
Under Details, choose a template, Quote name, Quote owner, Location and Valid for.
Add services, products or packages in Line items.
Add Comments to buyer and Payment terms.
Save.

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