Create a Quote

This guide shows how to quickly generate accurate, patient-ready quotes from the Patient360 Financials screen, using templates or building quotes from scratch. It explains filling patient details, adding services/items, adjusting units and discounts, and setting payment terms or installments. Follow it to save time, ensure pricing accuracy, and produce professional quotes ready to share.

29 steps

Navigate to the patient's Patient360 and click "Financials"

Click "Quotes"

Click the Quote button to create a new quote

The patient details are filled in automatically. Double-check and complete any missing information.

Then, set the proposed service date.

In the **Description** write any information you want the patient to see on the quote, such as “Follow-up visit included” or “This quote is valid for 45 days”.

Next, you can choose to use a quote template or create the quote from scratch. To use a template, click "Template".

If choosing a template, choose the template you want to use from the list. You can also search by template name or filter by Treatment Provider. Click the + icon next to the desired template to apply it. Note: Applying a template will replace any information you’ve already added to the quote.

If you're creating the quote from scratch, start by selecting the office.

Then click "Add" to add services and items to your Quote.

Select the treatment provider.

Select the procedure type.

Then select the service

You can also use the Search box to find the correct service

Add all relevant services and items in the same step

Simply click the items you need

Once you're ready, click "Add"

Once added, you can adjust the units as needed.

You also have the option to apply discounts, either per item,

Or you can discount the entire Quote

If entering in a discount, set either a fixed number or a percentage for the discount.

Then enter in the discount.

Then click "Apply"

Next, set the proposed payment terms.

Select the Due date relative to service date. NOTE: The quote is set to the Service Date by default.

You can also add multiple payment instalments.

If you select multiple payment installments, set a separate due date for each payment.

Once done, click "Create Quote".

Confirm that everything looks correct and then click "Create". Your Quote is created and is ready to be shared with the patient.