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Emailing Quotes to Patients
Before You Can Email
Make sure the patient has an email address saved on their quote. You can add or edit this from the quote detail page.
Sending a Quote Email
- Open the quote you want to send
- Click Email Quote
- Review the preview (optional)
- Click Send
What the Patient Receives
The patient will receive an email containing:
- Your practice branding
- A personalized message (configured in your Email Template settings)
- The quote PDF as an attachment
Customizing Email Templates
Go to Admin > Settings to customize:
- Email subject line
- Introduction paragraph
- Closing message
Tracking Sent Quotes
After emailing, the quote status changes to “Sent” and the date/time is recorded in the quote history.
Need Help?
Contact us at https://mysurgeryquote.com/contact/