Strengthen your company's promotional strategy with the Offer Design Module. This feature allows you to customize and adapt the offers you prepare for your customers, ensuring that they align with your company's brand. It provides a platform to create visually appealing proposals.
Offers Template is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.
The offer is often the only document a prospective patient will ever hold from your clinic. When it arrives as an unbranded table of numbers, it does not read as a medical institution quoting for surgery — it reads as an estimate from a stranger abroad, which is exactly the doubt an international patient already has.
The offer design module lets you set that document once, in your clinic's identity, so every consultant sends something visually consistent without designing anything themselves.
Patients comparing clinics notice inconsistency faster than they notice price. Two quotes from the same clinic that look nothing alike suggest an operation held together informally, and that impression is very hard to argue away later.
A shared template removes the variable. It also removes an argument about formatting from a consultant's day, so the time goes into answering the patient's actual questions instead. The offer template guide covers setting it up.
Build the template around what the patient needs to decide: what is included, what is not, what the total is in their currency, and what happens next. Anything else is decoration competing with the number.
Once the design is set, day-to-day work happens in offers, priced from products and discounted with coupon codes where a campaign applies.
The most common mistake in a clinic's offer template is treating it as a brochure. Photographs of the building, paragraphs about the founding year and a page of credentials push the number the patient came for onto a second screen, and a patient who has to hunt for the price assumes it is being hidden.
Put the total, the currency and what is included where they are read first. Credentials belong on the pages the patient visits before asking for a quote, not inside the quote itself. If a clause matters — what happens if a date changes, what is not covered — state it plainly rather than in small print, because a patient travelling from another country will read a vague quote as a risk.
Read the in-depth guide
The quote is the most decisive document in medical tourism sales. What belongs in it, how to present price, multilingual PDFs and what happens after sending.
