The quotes list
Quotes has five views: All, Waiting (sent or opened, not yet answered, oldest first), Drafts, Approved and Closed (declined or expired). Search by quote number, customer or registration.
| Status | Means |
|---|---|
| Draft | Saved, not sent. |
| Sent | The customer has the link. |
| Viewed | They've opened it. |
| Approved | They accepted — there's a job. |
| Declined | They said no, possibly with a reason. |
| Expired | The link ran out before they answered. |
Changing a quote
Open the quote and press Revise. Change the damage, then Save new version and send it. The customer's link always shows the latest version; older versions stay on the quote. Revising a declined or expired quote brings it back to Draft.
Sending it again
- Copy link makes a fresh link to paste into WhatsApp or SMS, without emailing the customer again.
- Send again re-sends the email, after asking you to confirm.
- Getting a new link replaces the old one, so the customer should use the latest.
Quotes on WhatsApp
Where WhatsApp messages to customers are switched on for your business, tick agreed to get their quote on WhatsApp once the customer has said yes. From then on, sending the quote also sends it to them on WhatsApp.
Keeping track
With the customer on each quote shows when it was sent, when they opened it, and when and by whom it was approved or declined — with their reason.
Still stuck?
Press Get help in the portal or under More in the Dentz app, or email hello@dentz.co.za. A person answers, usually within the working day.
Updated 2026-09-25