Quote conversion

Turn stalled quotes into closed treatments

An approved quote that doesn't turn into treatment usually runs into one thing: the payment method. Offering Sou CredOdonto's dental credit at the right moment can be the difference between the patient coming back or giving up.

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The problem

The approved quote that never becomes treatment

It's common for a patient to agree to the treatment plan and still never come back. Most of the time, the reason isn't the treatment itself, but the payment method available at that moment.

The right moment

When to offer credit in the conversation with the patient

The ideal moment is to present the installment option right after closing the quote, in the same conversation, so the patient already leaves the clinic knowing there's a way to pay in installments without using their credit card.

Step by step

The practical flow at the chair and the front desk

  1. Quote presented

    The dentist or front desk presents the treatment amount to the patient.

  2. Installment option

    You let them know there's the possibility of applying for a credit analysis to pay in installments.

  3. Patient application

    The patient fills out the application on their phone, right there or later, at their own pace.

  4. Return for treatment

    Once the analysis is complete, the patient comes back to move forward with treatment.

Benefits

What changes by offering credit at the right moment

  • Fewer stalled quotes

    The patient leaves the appointment with a concrete payment alternative.

  • Upfront payout

    Your clinic receives the treatment amount upfront, even with the patient paying in installments.

  • No impact on the patient's card

    Installments are charged by bank slip or PIX, not on a credit card.

Frequently asked questions

Answers about closing more quotes

When should I offer credit to the patient?

The ideal moment is to present the option right after closing the quote, in the same conversation, so the patient already leaves knowing there's a way to pay in installments.

Does this work for quotes of any amount?

The analysis considers the quote presented for each treatment, always subject to individual evaluation. There is no automatic approval guarantee for any amount.

Do I need to train my front desk or sales team to offer it?

It's not mandatory, but it helps a lot: the team just needs to know how to explain that there's an option to apply for a credit analysis to pay in installments.

Can the patient decline and still close the quote another way?

Yes. Offering credit is just one more payment alternative. The patient can choose other payment methods your clinic already uses.

How does this fit into my current appointment flow?

The credit offer comes in as one extra step after the quote, without requiring changes to the rest of your appointment flow.

Is there support material for me to present to the patient?

Our sales team can guide your staff on how to present the credit option to patients after the partner clinic registration.

Don't let more quotes stall for lack of a payment option

Register your clinic and start offering Sou CredOdonto's dental credit at the right moment.

Register my clinic Talk to a specialist