Nopali Help

Managing Office Quotes

The Office Quotes view allows you to track all quotes generated in your office. To access this view, click the Office Quotes toolbar item:

Office Quotes Toolbar Item

Viewing Office Quotes

The Office Quotes view provides a snapshot of all patient quotes in the system.

At the top of the view, you will find a summary of amounts categorized into Booked, Unbooked, and Expired quotes. Additionally, balance amounts for booked quotes indicate outstanding amounts for services that have yet to be completed.

Summary Data

Managing Quotes

Several actions can be performed in this view:

• Print Quotes: Click the printer icon at the top right to generate a printout of the quote data.
• Add Attachments: Use the attachment button to attach files to selected quotes. You can also drag and drop files into the attachments view located on the right margin.

Print and Action Buttons

Attachment Button

Viewing Quote Details

To view more details about a quote, simply double-click on a row in the table. This will take you directly to the associated patient chart.