About streamlined estimates
Streamlined estimates is a new pilot feature for ezyVet. The pilot feature includes new functions and user interface changes that decrease the manual work necessary for estimates.
- You can add product bundles to estimates
- ezyVet continuously and automatically saves changes while you make an estimate
- You have easy access to buttons to send estimates to clients with email and SMS
- You can easily decline estimate line items and put them back
- ezyVet automatically changes estimate statuses and shows statuses clearly
- The estimates screen is clear and easy to use
Product bundles and estimates
The streamlined estimates feature is compatible with product bundles. As a result, you can quickly and easily add a product bundle to an estimate line item.
If an estimate line item has a product bundle, you can make changes to the item quantities of the product bundle directly from the line item. To make changes, select the pencil button. Then, use the dialog box that shows to enter applicable quantity values.
Miscellaneous products
If necessary, you can add a miscellaneous product to an estimate. A miscellaneous product is one that that you can manually make changes to its name and unit price. The primary function of a miscellaneous product is when a dedicated product for the estimate is not available.
- Select + Add miscellaneous
- Select an applicable product
- Enter a name for the product as you want the estimate to show it
- Enter the price as you want the estimate to show it
An estimate line item that has a miscellaneous product shows a pencil button. Select the button to make more changes to the product name and price.
- Product bundles
- Product packages
- Product containers
- They change the product name to specify the diameter and number of lumps
- They change the product unit price as applicable
Declined items
Initial values of estimate line items
The estimates screen can show a Reset items button. Use Reset items to set one or more products to initial values. For example, if you make changes to a product price and discount, select Reset items to set the product to its initial values. The product record settings are the source of the initial values.
Discounts for estimate line items
After you select Discount, ezyVet shows a dialog box that you can use to enter a discount percentage and to select a price adjustment reason.
Sales templates and estimates
The streamlined estimates feature is compatible with sales templates. As a result, you can quickly and easily add many products and items to an estimate at the same time.
Send estimates to clients
When a client receives the estimate, they can enter an electronic signature to accept it. After they enter a signature, ezyVet automatically changes the estimate to the correct status.
Estimate copies
The estimates screen of the streamlined estimates feature shows a Copy button. Use the button to quickly and easily make a copy of an estimate.
After you select Copy, ezyVet shows a Copy estimate dialog box. Use the dialog box to make changes to the information to the estimate copy that ezyVet will make. For example, compared to the source estimate, you can select a different patient or client, and you can change the estimate name.
Estimate printing
The streamlined estimates feature has two methods that you can use to print an estimate. The easiest method is to open the applicable estimate, then select Print. As a result, ezyVet immediately prints the estimate or shows a PDF of the estimate that you can print.
- Open the applicable estimate.
- Select Share with client.
- In the new record tab that ezyVet opens, select Save.
- PDF documents that you make from estimates
- Estimates that show in presenting mode in ezyVet
- Estimates that show in in a web page for a client remote signature
- Only the total price and name of the product bundle
- The product bundle name and total price, and all bundle items with their prices
- The product bundle name and total prices, and all bundle items without their prices
For more information, refer to the documentation about print configuration settings for product bundles .
For more information
- Go to www.ezyvet.com/piloting-projects
- In the Pilot Programs box, select New Estimates, with Bundles
- Enter the remaining information, then select Submit.