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Demo preview — this is a sample proposal and has not been sent to a customer.
(909) 555-0142
dr.chen@brightsmiles.com
Dr. Maria Chen
Project Proposal
Full Orthodontic Treatment — Metal Braces
Prepared for
Jamie Rodriguez
Your salesperson
Dr. Maria Chen
Proposal #
DEMO-001
Valid until
Dec 31, 2099
A Personal Note from Dr. Maria Chen

Jamie,

Thank you for coming in and trusting Bright Smiles with your smile. Choosing an orthodontist is a meaningful decision, and we don't take that trust lightly.

This proposal covers your complete treatment plan as we discussed: initial records and custom molds, full metal braces on both arches, 18 months of monthly adjustment appointments, and upper and lower retainers at treatment completion. The investment shown is the total cost — no hidden appointment fees, no surprise charges for the adjustments that are part of your active treatment.

• Board-certified by the American Board of Orthodontics — Dr. Maria Chen, 18 years in practice • Delta Dental, Aetna, Cigna, and MetLife accepted — we verify your benefits before treatment starts • Treatment outcome guarantee — we adjust at no charge until results match your approved plan • Direct scheduling line available for the duration of your treatment

Looking forward to working with you, Dr. Maria Chen (909) 555-0142

Scope of Work
Phase 1 · Consultation & Records
We complete your initial X-rays, impressions, and custom mold set. Dr. Chen reviews your case in full and finalizes your treatment plan before any appliances are placed.
Phase 2 · Braces Placement
Upper and lower brackets are bonded, archwires are placed, and we walk you through care instructions, dietary guidelines, and what to expect in the weeks ahead.
Phase 3 · Active Treatment — Monthly Adjustments
You come in once per month for wire changes and progress checks. Dr. Chen personally reviews your progress at each appointment. Treatment runs approximately 18 months for your case.
Phase 4 · Retention & Completion
Once tooth movement is complete, braces are removed, final photos are taken, and your custom upper and lower retainers are delivered. We review the retainer schedule with you and schedule your first retention check.
A Note on Comparing Bids

If you are getting multiple quotes — and you should —

For orthodontic treatment, the most important things to verify: whether the provider is in-network for your specific insurance plan (a per-visit cost gap adds up significantly over 18 months), what is included in the quoted price versus billed separately at each appointment, which staff member personally performs your adjustments, and what happens if treatment runs longer than estimated.

We price what we promise, and we promise what we price. If another quote comes in significantly lower, ask them to match our scope line by line — the difference usually becomes clear quickly.

Why Choose Us
5-star five-star Google reviews
Verified reviews from real clients in your area.
BBB Accredited A+
Clean complaint history — verifiable before you sign.
Licensed · Bonded · Insured
Full liability and workers comp on every job.
1-Year Labor Warranty
Written warranty on all labor performed.
Investment Breakdown
#ItemAmount
1
Initial consultation & X-rays
Complimentary
$0.00
2
Custom treatment plan & molds
$350.00
3
Braces placement (upper & lower)
$2,800.00
4
Monthly adjustment appointments (18 months)
$900.00
5
Retainers (upper & lower, post-treatment)
$750.00
Total project investment$4,800.00
Payment Schedule
Deposit — at contract signing$480.00
Material draw — at project start$1,296.00
Mid-project$1,296.00
Near completion$1,296.00
Final — on your sign-off$432.00

Final payment is due only after you have inspected all completed work and given your approval.

Total investment
$4,800.00
Ready to move forward?

Accept this proposal to lock in your pricing and get your project on our schedule.

I have a question for Dr. Maria Chen
Proposal valid through Dec 31, 2099 · #DEMO-001
Proposal valid through Dec 31, 2099 · #DEMO-001
· (909) 555-0142
Dr. Maria Chen · dr.chen@brightsmiles.com