Growth
Quotes & Estimates
Structured treatment estimates with statuses, notes, and follow-up before the patient enrolls or pays.
Pipeline-style tracking (quotes use the same CRM discipline)
Problems we solve
- Verbal quotes forgotten after the consult
- No link between estimate and eventual package or invoice
- Counselors lack a shared view of open estimates
Benefits
- Quote tiles and statuses for front desk and counselors
- Notes and follow-up dates on each estimate
- Customer profile entry point for quote history
- Cleaner handoff from consult to enrollment and billing
How it works
Step 1
Estimate
Capture proposed treatments and amounts after consult.
Step 2
Follow up
Track status and callbacks until the patient decides.
Step 3
Convert
Move to package enrollment or billing when they commit.
Feature list
- Quote list with search and status filters
- Create quotes linked to customers
- Status workflow and follow-up tab
- Notes thread on each quote
- Accessible from customer profile Packages / quotes area
- Permission-gated like other growth modules
Roles
Counselors · Front desk · Managers
Use cases
Laser package quotes · Injectable plan estimates
Business impact
Higher consult-to-sale conversion · Less revenue left on verbal promises