Send, track and manage quotes
Share a quote, see when it was viewed or signed, and then turn it into an invoice.
Table of Contents
Open a quote from Money, Quotes.
Send Quote emails it with a View quote button. Copy link gives you the link.
Quote tracking shows Last viewed, Downloaded, Signed and Invoiced.
Convert to invoice raises the invoice once accepted.
Options also has Edit, Download, Print and Delete.
Patients sign online with Accept and sign.
Up next
Next, read Create a quote fee distribution.