Create proposals that reflect your clinic.
The Proposals module builds a proposal in your clinic’s brand the moment you pick treatment line items and prices, generates a PDF in one click and shows you when the patient opened it.
Pick the line items, let the proposal build itself
The proposal builder assembles a proposal with your clinic’s logo and colours the moment you pick treatment line items and prices. You generate a PDF in one click and send it straight to the patient. When the proposal is viewed, the status updates to "viewed". You know who looked and when.
From line-item pick to a viewed proposal in four steps
- 01
Treatment line items are picked
The operation, extra services and prices are gathered on one proposal.
- 02
The proposal builds in the clinic brand
Logo, colours and clinic details are placed automatically.
- 03
A PDF is generated and sent in one click
The patient receives the proposal as a tidy PDF in their own language.
- 04
Views are tracked
The status updates when the proposal is opened. You catch the right moment to follow up.
One system, end to end.
Start today.
All currently available features are free for now. Sign up and start managing your clinic.