Send Receipts and Estimates Instantly via WhatsApp or Email

When a client asks, “Can you send that receipt?” the answer shouldn’t be a manual export, a separate email, or a lost printout.
With Übik, your clinic can send receipts and estimates directly to the customer in the channel they actually use — WhatsApp or email — in a couple of clicks.

📤 Send Documents Where Clients Respond

Most pet owners respond faster to a WhatsApp message than an email. But some still prefer email for their records.
Übik gives you both options side by side, so your team can respond immediately without switching tools.

From any receipt or estimate screen, you can:

  • Send a WhatsApp message with a ready‑to‑download document link
  • Send the same PDF by email directly to the customer

No copy/paste, no separate file uploads.

🧾 One Click, Clean PDF — Always Branded

Receipts and estimates are generated in the cloud, so they’re consistent and clean every time:

  • Clinic name, address, and logo
  • Itemized services or inventory
  • Totals, discounts, and notes

The result is a professional PDF your client can open immediately from their phone.

📱 Direct WhatsApp — Not a Share Sheet

Übik uses the customer’s country code and phone to open a direct WhatsApp message — not the generic share screen.
The message includes a clear intro plus the download link, formatted with line breaks for readability.

And if the client wants it by email instead, just click Email and the PDF is delivered right away.

🧩 Example: A Real Clinic Workflow

Scenario: A clinic finishes a consultation and provides an estimate for surgery.

  1. The receptionist opens the Estimate screen
  2. Clicks WhatsApp
  3. The client receives a clear message and taps the link to view the PDF

Later, after the procedure: 4. The cashier opens the Payment Receipt
5. Clicks Email
6. The client receives a branded PDF directly in their inbox

No delays. No extra tools. No confusion.

🔒 Audit-Friendly and Consistent

Because PDFs are generated in the system:

  • You avoid mismatched templates
  • Your documents look the same across users
  • You can always regenerate or resend

It’s a cleaner client experience — and a more reliable process for your team.

⚙️ How to Use It

  1. Open a receipt or estimate
  2. Click WhatsApp or Email
  3. Übik sends the document directly to the customer

That’s it.

Schedule a Free Demo or Send Us a Message

We’d love to show you how document sharing can streamline your clinic’s workflow.

📞 WhatsApp: 1-612-383-6374
🌐 Website: goubik.com
📧 Email: [email protected]
👉 Or send us a message on Facebook