Make an estimate and send it for an electronic signature (email method)

After you make an estimate for a client, you can send it to the client with an email directly from ezyVet.

Make sure that ezyVet has an email template with correct configuration for remote signatures. The email template is applicable to step 13 of this procedure.

To make an estimate and send it, do this procedure.

Note: As an alternative to this procedure, you can make an estimate and use SMS to send it to a client to accept. For more information, refer to the applicable documentation.

Select Clinical.
In the left sidebar, find and select the applicable clinical record.
ezyVet shows settings and information of the clinical record.
Select New Estimate.
ezyVet shows the New Estimate screen.
In the Estimate Name box, enter an applicable name.
Use the Expiration date box to select an expiration date for the estimate.
Make other settings as necessary, then select Create.
Use the Product box to add a product line item to the estimate.

Tip: ezyVet automatically saves the estimate while you add products to it.
Use the Low qty box and High qty box to enter applicable quantity values for the product.
Note: Use the Low qty box to enter the minimum quantity of the product that you think is necessary for the client. And use the High qty box to enter the maximum quantity of the product that you think is necessary for the client.
When you enter quantity values in the boxes:
1. ezyVet automatically calculates the minimum possible price of the line item and shows the price in the Low total column
2. ezyVet automatically calculates the maximum possible price of the line item and shows the price in the High total column
Do step 7 thru 8 again to add more products to the estimate as necessary.
To calculate a standard deposit that the client would pay, select Calc. Deposit.
Note: The deposit that ezyVet calculates is the standard client deposit for your organization. A practice manager configures the standard deposit.
Note: The Calc. deposit button includes the standard deposit value of your organization in its name. For example, if your organization's standard deposit value is 20 percent, the button shows Calc. Deposit (20%).
Note: If necessary, you can manually enter a deposit value in the box that is adjacent to Calc. Deposit.
The box that is adjacent to Calc. Deposit shows the deposit value for the estimate.
When the estimate is prepared, select Share with client.
ezyVet shows a preview of the estimate.
Select Save.
Select the arrow that is adjacent to Send For Signature, then select Send an email.
ezyVet shows a New Communication dialog box.
In the Email Template box, select an applicable email template.
Enter other information for the email as necessary.
Select Send.
ezyVet shows a confirmation message: