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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.

Important: If your ezyVet site uses the streamlined estimates feature, you cannot add sales templates to estimates. IDEXX will make sales templates compatible with streamlined estimates during quarter one of 2025.
The streamlined estimates feature makes estimates better and much easier to use because:
  • 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 clearer and easier to use
Figure 1. The estimates screen

The estimates screen
Note: If your ezyVet site uses the streamlined estimates pilot feature, you cannot change back to the legacy estimates.

Product bundles and estimates

The streamlined estimates pilot 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.
Figure 2. Pencil button for a line item


Figure 3. Quantity values for a product bundle


Declined items

Each estimate line item has a button that you can select to decline the line item. Declined line items:
  • Show clearly in a dedicated area in the estimates screen
  • Have a button that you can select to easily move the line item back to the estimate

Send estimates to clients

The estimates screen for streamlined estimates has a Share with client button that makes it easy to send an estimate with SMS or email:
The Share with client button
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.
Note: To send estimates to clients for an electronic signature, your ezyVet site must have the correct configuration for remote signatures.

For more information

If you want to try streamlined estimates:
  1. Go to www.ezyvet.com/piloting-projects
  2. In the Pilot Programs box, select New Estimates, with Bundles
  3. Enter the remaining information, then select Submit.