---
title: "Create and Send Quotes"
description: "Send patient quotes in Aesthetix CRM using Estimates for fast, trackable pricing or Documents and Contracts for formal quotes with e-signatures, all stored in the contact record."
url: https://help.aesthetixcrm.com/en/articles/1804-create-and-send-quotes
collection: "Invoices & Estimates"
updated: 2026-09-15
language: en
---

# Create and Send Quotes

Send patient quotes in Aesthetix CRM using Estimates for fast, trackable pricing or Documents and Contracts for formal quotes with e-signatures, all stored in the contact record.

Aesthetix CRM gives you two ways to send a quote to a patient, depending on how formal you need it to be:

-   **Estimates** (under Invoices & Estimates) for quick, trackable pricing proposals.
    
-   **Documents & Contracts** (with optional e-signatures) for formal quotes that need a signature or additional terms.
    

Both options let you build a quote fast, send it in a few clicks, and keep a full record on the patient's contact profile.

## Option 1: Create and Send a Quote Using Estimates

Estimates are the most common and streamlined way to send quotes to patients.

### Step 1: Navigate to Estimates

1.  Go to **Payments** in the left-hand menu.
    
2.  Click **Estimates**.
    

From this page you can see all existing estimates and create a new one.

### Step 2: Create a New Estimate

1.  Click **Create New Estimate**.
    
2.  Add products or services:
    
    -   Select **Add Product**.
        
    -   Choose from your prebuilt product catalog. The description and price prefill automatically.
        
    -   Make any edits needed to customize the quote for the individual patient.
        

> **Tip:** Once your product catalog is set up, building quotes becomes fast and consistent.

### Step 3: Assign the Estimate to a Patient

1.  Select the **contact** the estimate is associated with.
    
2.  Confirm the details of the quote.
    

### Step 4: Send the Estimate

You have multiple delivery options:

-   **Email**
    
-   **Text message**
    
-   **Copy and share the direct link**
    

When you click **Send**, the estimate is delivered using the email or SMS template you have preconfigured in Aesthetix CRM.

### Step 5: Track Estimate Status

From the Estimates dashboard you can see each quote's status at a glance:

-   **Sent:** awaiting patient action
    
-   **Accepted:** approved by the patient
    
-   **Declined**
    
-   **Pending**
    

This visibility helps your team follow up at exactly the right time.

### Step 6: Automate Follow-Ups (Optional)

You can build workflows tied to estimates that automatically send reminder messages if a quote has not been accepted, so no opportunity slips through the cracks.

## Option 2: Send Quotes via Documents & Contracts (with E-Signatures)

If you prefer a more formal quote or need patient authorization, Documents & Contracts may be a better fit.

1.  Navigate to **Documents & Contracts**.
    
2.  Create a new document.
    
3.  Add products and services (similar to Estimates).
    
4.  Insert an **electronic signature** field if needed.
    
5.  Send the document via email, text, or shareable link.
    

This option is ideal when a quote needs a signed agreement, additional terms or disclosures, or a more contract-style format.

## Where Quotes Live in the Contact Record

Every estimate, document, and contract sent to a patient is stored directly in their **contact record**.

To view them:

1.  Open the contact.
    
2.  Go to the **Documents** section on the right-hand side.
    

This gives your team a complete history of what has been sent, viewed, accepted, or signed, all in one place.

## Frequently Asked Questions

**What is the difference between using Estimates and Documents & Contracts for a quote?** Estimates are best for quick, trackable pricing that a patient can accept or reject. Documents & Contracts are best when you need a signed agreement, additional terms, or a more formal contract-style layout with an e-signature.

**How can a patient accept a quote sent as an estimate?** The patient can accept or reject the estimate directly from the email, text, or link you send. The status then updates on your Estimates dashboard.

**Can I collect a signature on a quote?** Yes. Use Documents & Contracts and insert an electronic signature field before sending. This is the right choice when a quote needs formal patient authorization.

**How do I make quotes faster to build?** Set up your product catalog first. When you add a product to an estimate, the description and price prefill automatically, so you only adjust what is specific to that patient.

**Can I automatically remind a patient who has not responded to a quote?** Yes. Build a workflow tied to estimates that sends reminder messages after a set time if the estimate has not been accepted.

**How do I deliver a quote to a patient?** You can send it by email, by text message, or by copying and sharing the direct link. Estimates use the email and SMS templates you have preconfigured.

**Where can I see every quote sent to a specific patient?** Open the patient's contact record and go to the Documents section on the right-hand side, which lists every estimate, document, and contract sent, along with its status.

**Can I convert an accepted estimate into an invoice?** Yes. Once a patient accepts an estimate, you can convert it into an invoice in a couple of clicks. See the [Create and Send Estimates](https://help.aesthetixcrm.com/en/articles/1774-create-and-send-estimates.md) guide for the full process.