Quotation Management System
Send better quotes, and win more bookings
Create professional, transparent quotes, share them securely, and convert more consultations into bookings — all through one quotation management system built for clinics.
Join 3,500+ practices that already use Pabau
Turn every consultation into a confirmed booking
Don’t let momentum drop after a consultation.
Pabau’s quotation management system takes the hard work out of building a quote — so quotes go out fast, nothing gets missed, and clients stay engaged at exactly the right moment.
See the full price breakdown, at a glance
Transparency is key to building trust. Each quote includes a complete breakdown of the pricing, in addition to the total amount.
Clients can easily see how much is going to clinic fees, products, equipment, and staff costs. The result? No more confusion or ambiguity.
Clients can sign, print, or pay — in seconds
Clients shouldn’t have to jump through hoops to book their treatment.
With built-in digital signing, instant download, and online payment — all from a single quote — the path from interest to confirmed appointment is as smooth as possible.
Create custom quotes for both leads and clients
Quotes can be created for both prospective clients and existing clients.
Follow up after consultations with new clients or send personalised treatment plans to your regular clientele — keeping your pipeline moving at every stage.
Share quotes with clients safely and securely
Send quotes via email or share a custom encrypted link that keeps client data secure.
Every shared quote is automatically stored in the client card for easy reference — all tracked and stored inside one quotation management system, built for busy clinics.
Price with confidence, every time
When overheads aren’t accounted for upfront, revenue slips through the cracks.
A built-in quote template ensures every cost — from supplies to staff time — is captured before a quote goes out, keeping your pricing accurate and your margins protected.
Use customization options to reflect your brand
Add your logo, brand colours, and messaging to built-in quote templates to produce beautifully branded quotes that match your other client communications — creating a professional first impression every time.
Find out if Pabau is the right fit for you
Custom quotes, made easy
Create polished, branded quotes that impress from the very first interaction.
Plan the treatment
Understand your client's needs and agree on the right approach
Send a quote via Pabau
Share a full price breakdown straight after the consultation.
Get approval and payment
When the client is ready, they sign and pay online in one place.
Appointments booked automatically
Confirmed quotes create appointments instantly, no chasing needed.
Frequently asked questions
A quotation solution helps your sales teams create, share, and track quotes efficiently. It ensures pricing accuracy, builds client trust, and streamlines the overall sales process while improving sales opportunities, customer interactions, and quote generation.
Yes. Pabau offers workflow automation to automate approvals, manage quote templates, enforce business rules, and streamline your sales quoting software process for consistent sales proposals.
Pabau’s quotation solution and Quote Module let you configure products, apply pricing rules, and use quote templates for any service, treatment, or package. This helps your sales teams generate quotes quickly, maintain pricing accuracy, automate approvals, and manage customer interactions throughout the sales funnel efficiently.
With Pabau’s Quote Module, you can configure products, apply pricing rules, calculate taxes and discounts, and generate professional PDF quotes using the pricing engine for accurate and transparent quotation management.
Yes. Pabau allows full quotation creation for new leads and follow-ups, managing the complete customer lifecycle, service orders, and sales opportunities efficiently while improving customer satisfaction.
Yes. Pabau’s analytics tools let you track quote approval rates, monitor the sales funnel, and gain insights into customer satisfaction, quote generation efficiency, and sales and service performance.