Dentolize · Quotation Tax Fix & New Design Walkthrough
On this pageThe headlineTalking pointsFraming notesGood visual to use

For Marketing

The headline

Dentolize's treatment estimates now calculate tax the same accurate, itemized way its invoices already do — and clinics can print patients a cleaner, more professional-looking estimate.

Talking points

  • "Your estimate now matches your bill." Quotations and invoices use the same tax logic (splitting tax between what insurance pays and what the patient pays), so the number a patient sees on their estimate should line up with the invoice they get later — no more gaps caused by insurance-tax handling being calculated differently in each place.
  • Line-by-line control. Staff can adjust discount, insurance coverage, and whether tax applies, procedure-by-procedure instead of only across the whole estimate — useful for mixed treatment plans where only some procedures are insured.
  • A better-looking handout. The new optional print layout is itemized, shows before/after-discount pricing per procedure, marks which tooth each line is for, and includes signature lines for both the treating doctor and the patient.

Framing notes

  • This is a correctness fix wrapped in a design upgrade, not a new module. Quotations already existed; they're getting materially more accurate and better presented, not invented from scratch.
  • The print redesign is opt-in per branch — don't imply every clinic's paperwork changes automatically. If used in a demo, show the Settings → Print → Invoice Form → "Quotation Design" toggle as the "turn it on" moment.
  • Avoid quoting specific tax percentages or insurance-company names — the mechanism (splitting tax by who's paying) is the story, not any particular jurisdiction's rate.
  • This PR is unreleased — do not reference it as "available now" in any external-facing material until it ships.

Good visual to use

The itemized print layout (see the Walkthrough) is the most visually concrete proof point — it's easy to show in a screenshot. The tax-math fix itself is invisible to the eye, so describe it in copy alongside the visual rather than relying on the visual to carry that message.