Proposals for laboratory services
The proposal is built from the laboratory's catalog, with services, parameters, matrices and prices. Each change can become a new version, and the client views and approves the proposal through a secure link.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Built from the catalog.
Services, parameters and matrices come from the laboratory's catalog, and the total is recalculated with each item.
Versions.
Each revision can become a new version, and earlier ones are kept for comparison.
Review of the request.
The proposal has a review field and status, an approval flow and a record of the decision rule agreed with the client. The review of technical capability is done by the laboratory.
Secure link for the client.
The proposal is sent by email, or by WhatsApp when that channel is set up, with a link to the portal. The client views and approves it without accessing the internal system.
Proposal PDF.
The proposal can be generated as a PDF with the laboratory's template.
Delivery log.
Each send is logged with version, channel, recipient, author and date.
Recorded views.
The system records the first and last view of the proposal and the total visits, through the portal link and through the email open when the email program loads images.
Versions and request review on record
Laboratory proposals usually go through changes. Each round is recorded.
One version per change.
When parameters or prices change, the new version is recorded and the previous one remains available.
Request review next to the proposal.
The review record supports requirement 7.1 of ISO/IEC 17025. The decision on the capability to meet the request belongs to the laboratory.
Frequently asked questions
Does the proposal work with service, parameter and matrix?
Yes. The proposal is built from the laboratory's catalog, with services, parameters, matrices and prices.
How is the request review handled?
The proposal has a review field and status, an approval flow and a record of the decision rule. The system records it; the review is done by the laboratory.
What if the client asks for changes?
Each change can become a new version, with the history kept.
Does the client need a password to see the proposal?
No. They access it through a secure link sent by email or, when set up, by WhatsApp, without entering the laboratory's internal system.
Can I tell whether the client saw the proposal?
The system records views of the proposal through the portal link and the opening of the delivery email, when the client's email program loads images. It is an indication for sales follow-up, not a read confirmation. Clients should be informed about this tracking under the laboratory's privacy policy.
See the path from proposal to work order
In the demo, we show a proposal built with catalog services, approved by the client and turned into a contract and a work order, using services similar to yours.