--- title: "Digital Orthodontic Quote Software UK" url: https://virtualconsultant.online/clinicians/features/digital-quotes description: "Digital quotes let patients compare treatment options and accept online, with automated follow-up chasing undecided quotes so fewer cases quietly go cold." updated: 2026-09-06T00:00:00Z publisher: Virtual Consultant Online --- # Send quotes patients actually understand — and accept PDFs get ignored. Patients sit on decisions. Treatment coordinators spend hours chasing. Digital quotes present your options clearly, give patients a structured way to decide, and auto-convert to orders the moment they accept. [Start free trial](https://virtualconsultant.online/account/register) [Book demo](https://virtualconsultant.online/book-demo) Create a free demo account. No bank details required. ## What does digital quotes do? PDFs get ignored. Patients sit on decisions. Treatment coordinators spend hours chasing. Digital quotes present your options clearly, give patients a structured way to decide, and auto-convert to orders the moment they accept. Multi-option side-by-side presentation Show metal braces, clear aligners, and aesthetic options in a clear comparison layout — so patients can make informed decisions without a second phone call. Pricing, timelines, and explanatory notes Each option includes cost, estimated treatment duration, and notes from the clinician — everything the patient needs before they say yes. Digital acceptance flow Patients review and accept their chosen treatment option online. No printing, signing, or returning forms required. Instant order conversion The moment a patient accepts, the quote auto-converts to an order in the platform — removing a manual admin step entirely. Live quote status visibility The team can see exactly which quotes are pending, viewed, accepted, or expired — so follow-up is targeted and nothing slips through. Vouchers, upsells, and promo codes Attach discount vouchers or add-ons directly to a quote to incentivise faster acceptance without leaving the workflow. ## Why practices use it The gap between assessment and accepted case is where most orthodontic practices lose revenue. Patients need to compare options, understand costs, and feel confident before committing. A well-structured digital quote removes the ambiguity, speeds up the decision, and gives your team clear visibility of where every case stands. ### Higher case acceptance rates Patients who can compare options side-by-side make decisions faster and with more confidence — directly lifting conversion. ### Less coordinator time on chasing Live status visibility means coordinators know exactly who to follow up with and when — no more working from spreadsheets. ### Consistent treatment presentation Every patient across every location receives the same quality of quote, regardless of which clinician generated it. ### Zero admin between quote and order Automatic conversion eliminates a manual re-entry step that most practices are doing by hand today. ### Faster time from assessment to revenue When a patient accepts digitally rather than waiting for a follow-up call, the gap between assessment and treatment start shrinks significantly. ### Expiry control to create urgency Set quote expiry dates to encourage timely decisions and give the coordinator a natural moment to re-engage. ## Where it fits in practice Digital quoting delivers the most value for practices with multiple treatment options (braces, aligners, aesthetics), high enquiry volume that strains coordinator time, or multi-site groups that need consistent presentation standards across clinicians and locations. ### Multi-option private treatment proposals Present fixed braces, clear aligners, and aesthetic options in one quote — letting the patient choose rather than requiring a second consultation. ### Treatment coordinator follow-up toolkit Give coordinators a single, shared view of every quote's status so they can prioritise outreach based on where patients are in the decision journey. ### Post-assessment conversion acceleration Move patients from remote assessment straight into a quote while their intent is still high — no waiting for an in-person appointment. ### Multi-site standardisation Enforce consistent quoting structure and treatment presentation across every branch, so patients get the same experience regardless of location. ### Referral and campaign conversions Follow up warm referrals or paid campaign leads with a polished digital quote that presents your practice professionally. --- ### Related practice search terms Teams often compare this area using terms such as orthodontic quote software, digital braces quote, clear aligner quote builder, orthodontic treatment coordinator software, orthodontic lead conversion platform, orthodontic case acceptance software, digital treatment plan presentation. These phrases are covered naturally here so the page stays useful for people and discoverable for search engines. ## How it connects Digital quotes sit at the centre of the conversion workflow. They build on remote assessment outcomes, trigger automated follow-up when a patient doesn't respond, and convert instantly to orders when accepted — creating a seamless handoff between clinical and commercial. [Remote assessments](https://virtualconsultant.online/clinicians/features/remote-assessments) [Automated follow-up](https://virtualconsultant.online/clinicians/features/automated-follow-up) [AI smile preview](https://virtualconsultant.online/clinicians/features/ai-smile-preview) [Clinician hub](https://virtualconsultant.online/clinicians) [Main clinician landing page](https://virtualconsultant.online/about/clinicians) [Platform highlights](https://virtualconsultant.online/about/platform-highlights) ### Feature questions What makes a digital quote better than a PDF? A digital quote sits inside the patient workflow, shows real-time status to your team, connects to automated follow-up and lets patients accept online without printing or scanning anything back. A PDF does none of these things: it lands in an inbox, waits for the patient to open it, and gives the coordinator no visibility into whether it has even been read. Can I show different prices for different treatment options? Yes. Each treatment option included in a quote has its own pricing, timeline and notes, so patients can clearly compare the costs and trade-offs of each route before making a decision. This structured comparison tends to produce more confident acceptances than a single flat quote figure with options explained only verbally at the appointment. Do patients need to create an account to accept a quote? No. Patients access their quote through a secure link sent directly to them, with no separate account or password required before they can review and accept it. The experience is designed to be as frictionless as possible, so acceptance is never blocked by an unnecessary login step that could cause a patient to abandon the process partway through. What happens when a patient accepts? The quote automatically converts to an order in the platform, so your team sees the acceptance instantly and the next workflow steps, such as scheduling a treatment start appointment, can begin without any manual re-entry of the treatment plan. This removes the delay that typically follows a verbally or paper-accepted quote. Can I attach vouchers or promotions to a quote? Yes. Vouchers and promotional codes can be included directly in a quote, giving the practice a tool to incentivise faster acceptance, run seasonal offers or reward patient referrals without needing a separate discount system. The discount is applied automatically and reflected in the figures the patient sees. How long do quotes stay open? You can set expiry dates on quotes to create natural urgency and give coordinators a clear moment to re-engage patients who have not yet responded, rather than letting a quote sit indefinitely with no defined follow-up point. Expiry timing can be adjusted per quote or per practice policy. ## Explore digital quotes in a free demo account Start a free trial to see how this feature fits your practice workflow. No bank details required. [Start free trial](https://virtualconsultant.online/account/register) [Book demo](https://virtualconsultant.online/book-demo) Citation details Title Digital Orthodontic Quote Software UK Publisher Virtual Consultant Online Published 2026-05-31 Updated 2026-09-06 URL [https://staging.virtualconsultant.online/clinicians/features/digital-quotes](https://staging.virtualconsultant.online/clinicians/features/digital-quotes)