Treatment Quotes for Med Spas: Send the quote before the patient leaves
Build a quote at the consult and send it by text or email. The patient reviews it, signs any required consents, pays the deposit and accepts from their phone.
Book a DemoTurn consults into booked treatment plans
Quotes are built in the same invoice builder your front desk already uses, with services, products, packages, memberships, discounts and coupons. Choose Send Digital Quote, set a required deposit and consents, and the patient gets a link to review and accept.
- Require a deposit, consents or full payment before a quote can be accepted, and set a procedure date or leave it as TBA.
- Patients sign consents first, which unlocks the deposit, then accept, and the quote becomes an invoice with the deposit already applied.
- Edit and re-send a quote at new pricing for an event or promotion, and rename it to match your practice, such as Surgical Proposal.
“We had never worked with quotes before in our old system, and we really leaned on that this year. I think it was a game changer for us.”
Kate Sexton
Practice Manager, Honolulu Med Spa
45%
More September sales after building their yearly event around quotes
Honolulu Med Spa
Frequently asked questions
How does a patient accept a quote?
They get a link by text, email or both. On their phone they review the line items and total, sign any required consents, pay the deposit if one is set, and tap Accept. Accepting turns the quote into an invoice.
Can I require a deposit before a patient accepts?
Yes. Set a required deposit amount, or require full payment as the deposit. Payment stays locked until the patient signs every required consent, and saved cards work at checkout.
Can I change the price and send the quote again?
Yes. A quote is edited like any invoice, so you can change line items, apply discounts or coupons, and send it again. Honolulu Med Spa re-sent every consult quote at anniversary pricing on the first morning of their event.
Do quotes count toward sales before they are accepted?
No. Quotes stay out of sales and balances until the patient accepts. They show in your invoice list with a Quote status, and workflows can trigger when an invoice is in Quote status.
See Quotes in a live demo
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Customer story
How Honolulu Med Spa turned a one-day sale into their best month of the year
- September sales vs. September 2025
- +45%
- September sales vs. September 2025
- purchases vs. last year’s event
- +36%
- purchases vs. last year’s event
- their average month in 2026
- ~3x
- their average month in 2026
- new patients bought at the closing party
- 10 of 11
- new patients bought at the closing party
“We had never worked with quotes before in our old system, and we really leaned on that this year. I think it was a game changer for us.”