Send procedure quotation PDF to patient and coordinator

Your quotation form responses often go unprocessed, delaying patient outreach. It delivers a merged quotation PDF to patients and coordinators for follow-up within 90 days.

Overview

Unprocessed quote rows slow down patient outreach and financing conversations; this flow ensures every qualifying form response becomes a professional PDF and a coordinated outreach. Patients and coordinators get the merged quotation and owner context within minutes, enabling follow-up and scheduling inside the 90-day next-step window.