Dynamic
Vision
Quote Builder
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Dynamic
Vision
Quote Builder
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Vision
Quote Builder
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Dynamic
Vision
Quote Builder
← Diary
Dispenser:
Connie
Stefan
Linde
Other
Select consultation
+ Build quote manually
Pending
Done
All
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Select a consultation to start
WhatsApp Quote
✕
Deposit required (optional)
R
When set, banking details and reference are appended to the message.
Message to send
Copy message
Copy and paste into the patient's WhatsApp chat.
Email Quote
✕
To (patient)
CC (practice)
Subject
Deposit required (optional)
R
When set, banking details and reference are included in the email.
Preview
Send email
Cancel
Add custom line
✕
Description
Qty
Unit price (R)
Tariff code
🔍
Search
Per (label)
per unit
per lens
per box
per procedure
(none)
Add line
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Search tariff codes
✕
Type a description or code
Searches lens catalog and professional fees. Tip: short codes like "11001" find exact tariff matches; words like "single vision" find product matches.
Accept Quote — Create Job
Patient
—
Total amount
—
Outcome
Quote accepted
Changed to different lens
Supplier
Save this supplier for future jobs
Frame source
New frame (from quote)
Patient's own frame — have it
Patient's own frame — to follow
Expected frame drop-off date
Changed to (which lens)
Notes (optional)
Cancel
Create Job
Defer Quote
Patient
—
Total amount
—
Reason
Patient considering / follow-up required
Frame selection pending
Follow-up date
*
Notes (optional)
Cancel
Defer Quote
Decline Quote
Patient
—
Total amount
—
Decline reason
-- Select reason --
Too expensive
Needs to think about it
Medical aid coverage too low
Going elsewhere
Not buying now
Other
Other reason
Notes (optional)
Cancel
Record Decline
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Creating the invoice from the accepted quote…
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