---
title: Creating a Rate Sheet
description: "Table of contents - [Two Ways to Get a Rate Sheet](#0-toc-title) - [What You'll Configure in the Builder](#1-toc-title) - [Building Your Rate Sheet Step-by-Step](#2-toc-title) - [Default Color Scheme](#3-toc-title) - [Your Active Rate Sheet](#4-toc-title) - [Final PDF Layout](#5-toc-title) Engage+ A rate…"
url: "https://dotleadscout.com/docs/creating-a-rate-sheet/"
updated: "2026-04-29"
category: Outreach Tools
---

# Creating a Rate Sheet

Table of contents

- [Two Ways to Get a Rate Sheet](#0-toc-title)
- [What You'll Configure in the Builder](#1-toc-title)
- [Building Your Rate Sheet Step-by-Step](#2-toc-title)
- [Default Color Scheme](#3-toc-title)
- [Your Active Rate Sheet](#4-toc-title)
- [Final PDF Layout](#5-toc-title)

Engage+

A rate sheet is a one-page PDF with your clinic info, services, pricing, and branding. DOT Lead Scout has a built-in rate sheet builder so you can create a professional-looking PDF in minutes — no design tools or printer needed. The finished sheet can be attached to outreach emails or shared as a public link.

## Two Ways to Get a Rate Sheet

##### Build one from scratch

Use the rate sheet builder — no design skills required. Pick colors, add services, preview, and generate a PDF.

##### Upload your own PDF

Already have a rate sheet you like? Upload an existing PDF (up to 10MB) and use it as your active rate sheet.

       Both paths produce the same result: an *active rate sheet* you can attach to emails or share via a public link. The rest of this article covers the builder — uploads are a one-step drag-and-drop on the same page.

## What You'll Configure in the Builder

   The rate sheet builder is divided into clear sections, each controlling a part of the final PDF:

- **Clinic info** — name, address, phone, email, website, optional NPI number
- **Logo** — upload a PNG or JPG; placed in the header next to your clinic name
- **Color scheme** — primary (titles), secondary (table headers), accent (CTA strip)
- **Services & pricing** — one row per service with name, description, and price
- **Feature boxes** — up to four highlight boxes (e.g. "Same-Day Available", "FMCSA Portal Upload")
- **CTA strip** — the colored band at the bottom; title and subtitle are both customizable
- **Additional info** — free-text section for hours, policies, or anything else

## Building Your Rate Sheet Step-by-Step

##### Open the rate sheet tab

In the portal sidebar, click **Rate Sheet**. If you're on Engage+ you'll see both the builder and the upload zone.

##### Fill in clinic info

Most fields auto-populate from your profile. Add an NPI if you want it on the footer.

##### Pick your colors

Three color pickers control the primary, secondary, and accent colors. Match your existing clinic branding.

##### Add services

List each service you offer. Common ones: DOT Physical Exam, Drug & Alcohol Test, Audiogram, Vision Test.

##### Preview

Click **Preview** to see an HTML rendering of the final PDF. Adjust anything that doesn't look right and preview again.

##### Generate PDF

Click **Save Rate Sheet**. The PDF is generated, saved to your account, and set as your active rate sheet automatically.

## Default Color Scheme

   If you don't change anything, the builder uses these defaults — clean and professional out of the box:

| Slot | Default | Used For |
| --- | --- | --- |
| Primary | `#1e3a5f` (deep navy) | Clinic name, section dividers, footer accents |
| Secondary | `#2d5a87` (mid blue) | Service-table column headers |
| Accent | `#28a745` (green) | CTA strip background at the bottom of the page |

##### Match your existing brand

If you already have a website, logo, or letterhead, copy those color values into the builder for a consistent look across all your patient-facing materials.

## Your Active Rate Sheet

   DOT Lead Scout tracks one **active** rate sheet per user. The active sheet is the one that gets attached when you toggle *Include Rate Sheet* in the email composer.

- Generating a new rate sheet automatically marks the previous one inactive
- Uploading a PDF also replaces the active sheet
- Old rate sheets aren't deleted — they remain in your media library and can be reactivated if needed
- There's no charge for regenerating — you can iterate on the design as often as you want

##### Public link option

Every active rate sheet also gets a public URL (`dotleadscout.com/rate-sheet/<your-id>`) that you can share without going through email. Useful in text messages, social posts, or printed business-card QR codes.

## Final PDF Layout

   Generated rate sheets follow a consistent one-page layout, in this order from top to bottom:

- **Header** — logo, clinic name, "DOT Physical Examination Services" subtitle, contact info on the right
- **Title bar** — full-width primary-color band reading "DOT Physical Rates"
- **Services table** — each service with name, description, and price
- **Feature boxes** — if configured, a row of highlight cards under the table
- **Additional info** — if filled in, free-text section near the bottom
- **CTA strip** — accent-color band with your call-to-action title and subtitle
- **Footer** — NPI badge (optional), clinic name + phone + email, fine-print disclaimer