> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a quotation (price estimate / treatment plan with prices)?

> Turn the planned treatments on the chart into a quotation the patient can sign, then invoice it later.

**Short answer:** add the planned treatments on the patient's **Chart**, tick them, click the quotation button at the bottom, then click **Create Quotation**.

**1. Add the planned treatments**

In the patient's **Chart**, add the treatments you plan to do.

**2. Tick them and open the quotation**

Tick the treatments, then click the quotation button at the bottom of the chart.

**3. Review the prices**

Check **Assign Invoice To**, add a **Name** or **Diagnosis** if needed, and review the prices, **Discount**, **Tax** and **Insurance**. Tick **Hide Prices** to print without prices.

**4. Create, print or sign**

Click **Create Quotation**. Open it from the chart's **Quotations** tab to **Print** it or have the patient **Sign** it on the screen.

![1 Create Quotation button](https://mintcdn.com/dentolize/xcUxXexAK-qiseGZ/images/en/doctor/quotation-button.webp?fit=max\&auto=format\&n=xcUxXexAK-qiseGZ\&q=85\&s=aa1618b8f3b0bebde7c59fc88ef3ccaa)

> [!TIP]
>
> When the patient agrees, open the quotation and click **Invoice**. You can invoice part of it now and the rest later.

> [!NOTE]
>
> With no treatments ticked, the quotation includes all the patient's planned treatments that aren't invoiced yet.

**Full guide:** [Creating Patient's Quotation](https://docs.dentolize.com/en/dr-cycle/create-quotation.md)

***

> [card] Still stuck?
>
> Send us a message in **System Chat** inside Dentolize with a screenshot, and tell us which step didn't work. Tip: next time, search this site first. Most answers take less than a minute.


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