Getting started with QuoteCloud

Cosmetic and elective treatment quotes with a deposit to book

Treatment options side by side, your acknowledgements in your own words and a deposit paid the moment the patient signs.

Cosmetic, skin, dental and elective clinics use QuoteCloud to send a quote after the consultation: treatment courses as options, extras the patient can add, the clinic's acknowledgements in a locked block, an expiry date and a deposit to book paid on signing through Stripe or PayPal.

A sample quote from a fictional skin clinic, Larkhaven Skin Clinic, for Mia Kowalski after her consultation: a course of three laser skin treatments for $1,050 or a course of six for $1,890, plus tax, side by side as equal options. Mia ticks the course of six, an aftercare kit for $120 is added, and her 30% deposit of $712.80 is paid through Stripe when she signs. The quote is valid until Wed 18 Nov 2026 and totals $2,376.00 including tax.

The quote she takes home, ready to sign

After the consultation Mia gets one branded quote: the two courses side by side, an aftercare kit and a review appointment she can add, and the clinic's own wording on results and benefits.

She decides in her own time. When she signs, the 30% deposit to book her first treatment is paid through Stripe, and the clinic sees it straight away. Try the options: the totals and the deposit follow.

  • Treatment options as a single choice, never ranked
  • Extras the patient adds herself
  • Your wording on results and benefits, tagged as yours
  • A deposit to book, by card or PayPal, on signing

Price tables and payments: Essentials and up

Online payments
Larkhaven Skin ClinicTreatment plan & cost estimate LS-E-0412 Sample · try the options

Choose your course

Your estimate

ItemQtyRateAmount
Consultation$150
Consultation & skin assessmentHeld Mon 19 Oct
1 visit $150 $150.00
Treatment
Course of 6Laser skin treatment, 4 weeks apart
1 course $1,890 $1,890.00
Extras Tick to add
1 kit $120 $120.00
1 visit $90 $90.00
Subtotal
$2,160.00
Tax (10%)
$216.00
Total
$2,376.00
Deposit to book your first treatment (30%)
$712.80

Provider's wordingResults vary from person to person and are not guaranteed. No insurance or funding benefit is included in this estimate.

Accept, sign and pay your deposit

Mia Kowalski · Patient

Signed online · Thu 22 Oct, 7:05 pm

Deposit to book your first treatment (30%)

$712.80

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Skin, dental and day-procedure quotes

Each clinic sends its own kind of quote from its own template. Sample documents from fictional clinics.

Larkhaven Skin ClinicTreatment plan & cost estimate LS-E-0412 Sample · fictional clinic
A gloved practitioner gives a client a facial skin treatment

Treatment plan & cost estimate

Mia's treatment plan and estimate

Prepared for Mia Kowalski · Prepared Mon 19 Oct 2026 · Valid until Wed 18 Nov 2026

Thank you for coming in, Mia. Here is the plan we discussed at your consultation, the options, what each one costs and what to expect on the day.

Before you book

Locked wording · your team can't edit it

Please read and confirm. Your practitioner went through these with you at your consultation.

  • I had a consultation with a practitioner and my questions were answered.
  • The risks and aftercare were explained to me, and I had time to think before booking.
  • I understand results vary and are not guaranteed.
  • I understand this estimate is valid until Wed 18 Nov 2026.

1 of 1 signed

  • Mia KowalskiPatient SignedThu 22 Oct, 7:05 pm

Certificate of authenticity and audit trail attached

A practitioner applies a treatment mask to a client lying on a clinic bed

Acknowledgements before the first treatment

Four statements Mia confirms before booking: she had a consultation, the risks and aftercare were explained and she had time to think, results vary, and the date the quote expires. The wording is the clinic's own, in a locked block.

  • Your wording, locked in the template
  • Confirmed in the document before signing
  • Signed with a certificate of authenticity

Content locking and the Forms block: Business plan

Consent, acknowledgements & multiple signers
Larchmere Dental StudioTreatment plan & cost estimate LD-T-0718 Sample · fictional clinic

Choose your crown

Your estimate

ItemQtyRateAmount
Assessment$420
Examination, X-rays & 3D scanHeld Tue 13 Oct
1 visit $420 $420.00
Implant$3,200
Implant placement · lower leftIncluding the implant and abutment
1 implant $3,200 $3,200.00
Your crown
Zirconia crownMade and fitted after the implant visit
1 crown $2,250 $2,250.00
Optional Tick to add
1 visit $195 $195.00
1 guard $480 $480.00
Subtotal
$6,065.00
Tax (0%)
$0.00
Total
$6,065.00
Deposit to book your implant visit (20%)
$1,213.00

Provider's wordingThis is an estimate for the treatment described in this plan. Your health insurer can tell you what it covers: no insurance benefit is included or calculated here.

A dentist talks with a patient seated in a treatment chair

An implant estimate with crown options

The assessment, the implant and a choice of crown, a hygiene visit and a night guard as extras, and a 20% deposit to book the implant visit. The studio's own wording says no insurance benefit is included.

  • Crown options as a single choice
  • Extras as optional lines
  • Deposit to book on signing

Price tables and payments: Essentials and up

Treatment plans & cost estimates
Calloway Day SurgeryProcedure estimate CD-E-0336 Sample · fictional clinic
A doctor writes notes at his desk while a patient sits opposite

Procedure estimate

Grace's procedure estimate

Prepared for Grace Lindqvist · Prepared Wed 21 Oct 2026 · Valid until Fri 20 Nov 2026

The procedure we discussed at your two consultations, every fee we charge, and the fees that are billed by others, so you can decide in your own time.

Your estimate

ItemQtyRateAmount
Consultations$250
Pre-procedure consultationHeld Wed 21 Oct
1 visit $250 $250.00
Procedure$4,980
Upper eyelid procedure · surgeon's feeDay procedure, both eyelids
1 procedure $3,600 $3,600.00
Day-stay facility feeTheatre, recovery room and nursing
1 stay $1,380 $1,380.00
Aftercare Tick to add
1 pack $85 $85.00
1 visit $150 $150.00
Subtotal
$5,315.00
Tax (10%)
$531.50
Total
$5,846.50
Deposit to book a theatre date (20%)
$1,169.30

Provider's wordingThe anaesthetist's fee is not included: the anaesthetist sends their own estimate and bills you separately. No insurance or funding benefit is included in this estimate. Results vary and are not guaranteed.

A clinician rests a reassuring hand on a patient's arm across a desk

An elective procedure estimate, others' fees noted

The consultation, the surgeon's fee and the day-stay facility fee as lines, an aftercare pack Grace can add, tax and a 20% deposit to book a theatre date. The clinic's wording says the anaesthetist bills separately and no insurance or funding benefit is included.

  • Every fee the clinic charges as a line
  • Fees billed by others named in your wording
  • Valid for 30 days

Between the consultation and the first treatment

What changes for a clinic when the quote is a QuoteCloud document instead of a printed price list.

The jobTodayWith QuoteCloud
The quote A printed price list, or an email with a figure in it. A branded quote with each option, every fee and the date it expires.
Options "Three or six sessions, it's up to you," said at the desk. Courses side by side as a single choice; the total follows the patient's pick.
Your wording A disclaimer each practitioner phrases their own way. Your approved wording on results and benefits, in a block your team can't edit (Business plan).
Time to decide No record of when the quote was given or how long it stands. An expiry date on the quote and the Expiring Soon filter for the front desk.
Deposit A card number taken over the phone to hold the booking. A deposit to book, paid by card or PayPal straight after signing (Essentials and up).
Record A signed form in a folder, or no signature at all. A signed quote with a certificate of authenticity and an audit trail.

Send your next treatment quote from QuoteCloud

Free for 14 days, no credit card required. Send us the quote you hand patients now and we'll convert one template for you during the trial.

Sample quote · LS-E-0412

The deposit, paid the moment she signs

Mia chose the course of six and added the aftercare kit. Her 30% deposit was paid through Stripe straight after she signed, so the booking was held without a phone call.

$712.80 Deposit to book: 30% of $2,376.00 inc tax (sample figures)

What clinics put in a cosmetic or elective quote

One template per treatment family, so every practitioner sends the same quote with the clinic's approved wording.

  • Options side by side

    Treatment courses or areas as a single choice. The option you discussed can be selected, with no ranking.

  • Extras the patient adds

    Aftercare products, review appointments or a second area, as optional lines the patient ticks.

  • Your wording on results

    Results vary, no benefit included, fees billed by others: in your words, tagged as the clinic's.

  • Your clinic, in pictures

    Image and gallery blocks for your rooms and your team (Starter and up).

  • Time to think

    An expiry date that gives the patient time to decide and shows the front desk which quotes are close to lapsing.

  • A deposit to book

    A percentage or a fixed amount, paid on signing. QuoteCloud doesn't set up instalments or payment plans.

From the consultation to a booked treatment

Five steps for the practitioner and the front desk.

  1. Choose the template

    Start from the quote template for that treatment, with your wording and acknowledgements already in it.

  2. Add the options

    Add the courses discussed as a single choice and the extras as optional lines.

  3. Set expiry and deposit

    Set how long the quote stands and the deposit to book, as a percentage or a fixed amount.

  4. The patient decides

    They choose, add extras, confirm the acknowledgements and sign, in their own time.

  5. Deposit in, booking made

    The deposit is paid by card or PayPal on signing; the front desk books the first treatment.

Cosmetic and elective quote questions, answered

Can a cosmetic treatment quote show options side by side?

Yes. Put the treatment courses or areas in a single-choice group and the extras as optional lines; the totals, tax and deposit follow the patient's choice. The option discussed at the consultation can be selected when the quote opens, labelled in your own words and never ranked. Price tables are on Essentials and above.

Can we take a deposit to book when the patient signs?

Yes, from the Essentials plan. Set the deposit as a percentage or a fixed amount, and the patient pays through Stripe or PayPal straight after signing; the quote is marked Paid. You need your own Stripe or PayPal account connected to QuoteCloud.

Can QuoteCloud offer payment plans or finance for treatment?

No. QuoteCloud takes a deposit or the full amount on signing. It does not set up instalments, payment plans, recurring billing or payment reminders. Any later payments are invoiced from your own systems.

Can we add our own wording about results, risks and benefits?

Yes. Write it in text blocks in your quote template; on the Business plan, content locking stops your team editing it and the Forms block lets the patient confirm each acknowledgement before signing. The wording is yours: QuoteCloud gives no medical, legal or advertising advice.

Does a cosmetic quote expire?

Yes. Give each quote an expiry date, shown on the quote. The Expiring Soon filter lists the quotes that lapse in the next few days so the front desk can follow up. A quote that has expired can't be signed.

Does QuoteCloud calculate insurance or funding benefits for elective treatment?

No. QuoteCloud does not calculate insurance or other benefits. If they're relevant, write your own wording in the quote, for example that no benefit is included. The price table calculates your fees, options, tax, total and deposit.

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