Feature

MARLO's Quote-to-Cart:

A Better Way to Navigate Walkouts

Learn how Quote-to-Cart* helps practices bridge the gap between recommendation and purchase, empowering patients to review their options while keeping the ordering journey connected to the practice.

Published September 1, 2026
5 Min Read
Customer leaving an optical store after an eyewear appointment while a staff member stands behind the reception desk, illustrating a seamless quote-to-purchase experience.

The Prescription isn't the Finish Line

The exam is complete. The contact lens fit went well. The recommendation has been made.

Then the patient reaches checkout and says: “I'll order later.”

For many practices, this creates a familiar challenge. You want to support the patient and keep the purchase connected to your practice, but you don't want the conversation to feel pushy or transactional. At the same time, today's patients expect flexibility. They compare options online, shop from their phones, and often prefer to make purchasing decisions on their own schedule.

The question becomes:

How do you keep the recommendation connected to the practice after the patient leaves?

That's where Quote-to-Cart comes in.

Quote-to-Cart helps practices create a seamless bridge between recommendation and purchase, giving patients a convenient way to review and order their doctor-recommended contact lenses when they're ready.


The ordering conversation doesn't have to end when the appointment does.


Meet Quote-to-Cart

Quote-to-Cart helps practices stay connected to patients after the visit by turning doctor recommendations into personalized, shareable quotes. Once recommendations are made during the exam, office staff can quickly send a customized quote by text, email, or print, making it easy for patients to revisit their options and order through the practice when they're ready.

Share personalized quotes by text, email, or print
Easily managed by office staff after the exam, with no additional burden on the ECP
Give patients the flexibility to order when it's convenient
Option to include reference pricing so patients are confident with their purchase decision

Patients receive a personalized quote featuring their doctor-recommended contact lenses and available supply options. When they're ready to purchase, they can revisit their quote and complete their order through the practice.

No searching for products.

No trying to remember what was recommended during the exam.

Just a simpler path back to ordering.

Why It Matters

When patients don't order during the visit, the conversation often ends despite a strong recommendation from the doctor. Quote-to-Cart helps practices stay connected after the appointment while giving patients the flexibility to order when they're ready.

For Practices

  • Stay connected after the patient leaves
  • Create a consistent follow-up experience
  • Reduce manual effort and repetitive conversations
  • Support a more connected ordering journey

For Patients

  • Review options on their own schedule
  • Receive a personalized ordering experience
  • Order through the practice when they're ready
  • Stay connected to their eye care provider

Walkouts aren't always lost opportunities.


A man sitting ona couch in a room looking at his phone with a cup of coffee.

A Different Way to Think About Walkout Patients

Most patient ordering solutions focus on the transaction.

MARLO's Quote-to-Cart focuses on the decision that happens before it.

The moment when a patient is interested, has received a recommendation, but isn't ready to complete a purchase during the visit.

Rather than relying on checkout as the only opportunity to capture the order, Quote-to-Cart helps maintain the connection between the recommendation and the patient's eventual purchasing decision.

By turning a recommendation into a personalized, shareable quote, Quote-to-Cart gives patients an easy way to revisit their options after the visit. The result is a more seamless path from recommendation to order and a better experience for both patients and practices.

Not every walkout is a lost opportunity.

Sometimes patients simply need a more convenient next step.

The Recommendation Shouldn't End at Checkout

Practices have long accepted that walkout patients are part of doing business.

But what if they didn't have to be?

Quote-to-Cart helps practices extend the conversation beyond the visit by giving patients a convenient way to revisit their doctor-recommended contact lenses when they're ready to order.

Because the prescription isn't the finish line. The recommendation shouldn't be either.


The patient left the office. The opportunity doesn't have to.


See Quote-to-Cart in Action

Watch the Quote-to-Cart How-To Video

See how easy it is to create, share, and convert personalized quotes into completed orders.

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Learn how practices are using Quote-to-Cart to keep the ordering conversation going after the appointment ends.

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Discover how Quote-to-Cart is helping practices rethink the path from recommendation to purchase.

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*Available with MARLO Pro and ProPlus memberships