Quick quote builder
Build a quote in minutes instead of rebuilding it in a spreadsheet.
- Your own treatments and prices
- Plain-language treatment descriptions
- Ready to send
Stop sending price screenshots on WhatsApp. Build a quote in Settlead, print it as a branded offer, compare options with the patient, and turn the accepted quote into a patient with one click.
Add the treatments and prices for this patient in minutes.
Describe each treatment in plain words the patient understands.
Add the deposit and the first-visit payment to the quote.
Print the quote as a branded offer, or compare options side by side.
Mark it draft, sent, accepted or declined.
One click turns the accepted quote into a patient, ready for visits and travel.
Build a quote in minutes instead of rebuilding it in a spreadsheet.
Print the quote as an offer that carries your clinic's branding.
Show a patient more than one option and compare them.
Set the deposit and first-visit payment on the quote itself.
See at a glance where every quote stands.
Accepted quotes become patients in one click, and everything carries on from there.
Yes. You can print a quote as a branded offer to give or send to the patient.
Yes. You can build and compare options so the patient can see the differences.
You turn it into a patient in one click. From there you manage visits, travel, payments and commission in the same place.
Yes. The trial has every module switched on, and your data stays when you pick a plan.
A 20-minute call. We show Settlead with your own treatments and prices, and set it up with your team.