To print a treatment estimate: Select the Print button in the top or bottom right-hand corner of the estimate page. The treatment estimate opens on a separate tab from where you can print it. The printout may include an agreement section defined in the settings.

To email a treatment estimate: Select the Email button in the top or bottom right-hand corner of the page. The email may include a text defined in the settings, but you can also add your own additional message or use a template if available.

Create a Treatment Estimate

Create a Treatment Estimate Bundle

Create a Treatment Estimate Using a Bundle

Copy a Treatment Estimate

View, Edit, and Archive Treatment Estimates

Use a Treatment Estimate on a Consultation

Mark Estimate Items as Declined by the Client

Treatment Estimates Overview and Settings