This article walks you through the two primary ways to deliver quotes:
Estimates (Invoices & Estimates)
Documents & Contracts (with optional e-signatures)
Estimates are the most common and streamlined way to send quotes to patients.
Go to Payments in the left-hand menu.
Click Estimates.
From this page, you’ll see all existing estimates and have the option to create a new one.
Click Create New Estimate.
Add products or services:
Select Add Product.
Choose from your pre-built product catalog.
The description and price will automatically pre-populate.
Make any edits needed to customize the quote for the individual patient.
Tip: Once your product catalog is set up, building quotes becomes extremely fast and consistent.
Select the contact the estimate is associated with.
Confirm the details of the quote.
You have multiple delivery options:
Text message
Copy & share the direct link
When you click Send, the estimate will be delivered using the email or SMS template you’ve preconfigured in Aesthetix CRM.
From the Estimates dashboard, you can easily see:
Sent – awaiting patient action
Accepted – approved by the patient
Declined
Pending
This visibility helps your team follow up at exactly the right time.
You can create workflows tied to estimates to automatically send reminder messages if a quote hasn’t been accepted. This ensures no opportunity slips through the cracks.
If you prefer a more formal quote or require patient authorization, Documents & Contracts may be a better fit.
Navigate to Documents & Contracts.
Create a new document.
Add products and services (similar to Estimates).
Insert an electronic signature field if needed.
Send the document via email, text, or shareable link.
This option is ideal when a quote needs:
A signed agreement
Additional terms or disclosures
A more contract-style format
All estimates, documents, and contracts sent to a patient are stored directly in their Contact Record.
To view them:
Open the contact.
Navigate to the Documents section on the right-hand side.
This gives your team a complete history of what’s been sent, viewed, accepted, or signed — all in one place.
With Aesthetix CRM, quoting is:
Fast to create
Easy to send
Simple to track
Fully accessible from the contact record
Whether you use Estimates for quick quotes or Documents & Contracts for signed agreements, you have flexible options to match your practice’s workflow.
If you have questions or want help setting up templates, products, or workflows, our team is happy to help.