# Your team sends offers fast. You control every discount

> Give each agent a discount limit, approve what goes above it, and see every case from New to Sold. No edited PDFs, no prices agreed in a chat.

Markdown copy of https://diagnosit.com/en/for/sales-managers

## Your day, without checking every quote by hand

What a sales manager does by hand today, and what takes its place.

- **09:00** Today: You ask each agent which patients are waiting for an offer. With Diagnosit: The pipeline shows every case, its stage and who it is assigned to.
- **11:00** Today: An agent agrees a discount in a chat, and you hear about it later. With Diagnosit: Each agent has a limit. Above it, the offer waits for your approval.
- **14:30** Today: You find a PDF where the price was changed before it was sent. With Diagnosit: The price in the PDF is locked. What you approved is what the patient gets.
- **17:00** Today: Offers go out the next day because pricing a plan takes an hour. With Diagnosit: An agent prices a confirmed plan and sends it in minutes.

## An offer in minutes, inside the limit you set

Your agent picks the treatments, the price list and the discount. Above their limit, the offer comes to you before it reaches the patient.

- Your logo, colour and font on every offer
- One price list per currency
- Prices locked; discounts above the limit need approval

## Stop policing quotes. Set the rules once

Everything you check by hand today is enforced by Diagnosit.

- **One chat room per patient**: Every case has its own room, so you can open any case and see what was said.
- **The doctor approves or declines**: Your agent asks for a change in the app and gets an answer there, so the case does not stall.
- **Their own plan in 3D, in their language**: A live link with 3D of the plan, images and prices broken down. Fewer questions, faster answers.

## What sales managers ask before they try it

### How do discount limits and approvals work?

Each person has a discount limit. An offer inside the limit can be sent right away. An offer above it is sent to a manager, who approves or declines it before the patient sees anything.

### Can an agent change the price after the offer is made?

No. The offer is priced from the clinic’s price list, and the PDF the patient receives cannot be edited. The price you approved is the price the patient sees.

### What can I see in the pipeline?

Every case and its stage: New, Assigned, Diagnosed, Offered, Pre Sold and Sold, with the agent it is assigned to. You see which cases wait for a doctor, which wait for an offer and which wait for the patient.

### We already use a CRM. Does Diagnosit replace it?

No. Your CRM keeps your leads. Diagnosit runs what a CRM was never built for: the diagnosis, the treatment plan, the pricing and the offer. It connects with Zoho, Bitrix24, Odoo, Salesforce, HubSpot and Make.com, and it has a REST API and webhooks for anything else.

### How fast can an agent send an offer?

Once the doctor confirms the plan, the agent picks the price list and the discount, and Diagnosit builds the PDF and the live link. It takes minutes, not an hour of copying into a template.

### I do not decide what the clinic buys. Can I still try it?

Yes. Try the demo and see the manager’s screen for yourself. If it fits, our team will speak with your management about opening an account for the clinic.

## How to start

There are two ways in. Start using Diagnosit: fill in a short form and our team contacts you to open your clinic's account. Try the demo: answer a few questions, confirm your phone number with a code on WhatsApp, and receive the login to the demo account.

- [Start using Diagnosit](https://diagnosit.com/en/start)
- [Try the demo](https://diagnosit.com/en/demo)

## This page in other languages

- [العربية](https://diagnosit.com/ar/for/sales-managers.md)
- [Türkçe](https://diagnosit.com/tr/for/sales-managers.md)