Product Updates

Team Member Invitations

Bring your whole admin team onto Flashquotes with our new invitation system. You can now easily invite team members to join your company workspace directly through the platform. Head to Settings → Members to invite new users, manage pending invitations, and control user roles. Each invitation includes a secure, unique link that lets new users quickly join your workspace.

Note: You only need to invite admins to your workspace. Event staff can see everything they need without a Flashquotes account.

Check out our team management guide to learn more about inviting and managing team members.

Enhanced Quote Analytics

Track your lead engagement more effectively with our enhanced quote analytics. In addition to email open tracking, you can now monitor two crucial conversion metrics:

• Quote page views
• “Book Now” button clicks

These metrics appear as colored badges on both your lead list and quote details pages, making it easy to identify your hottest leads at a glance. Use these insights to time your follow-ups perfectly and focus on leads showing the strongest booking intent.

Check out the quote analytics documentation to learn more about using these new metrics.

Event Reminders for Staff

Keep your staff informed with our new Reminders feature. Tag events with important flags that appear prominently in both event details and event briefs. Whether it’s equipment requirements, safety precautions, or special client requests, reminders ensure critical information is never overlooked. Create company-wide standard reminders or add custom ones for specific events. A warning banner at the top of event briefs ensures staff members are immediately aware of important details before starting their shift.

Learn more about using Reminders in our detailed documentation.

Send Quotes from Your Gmail Account

Connect your business Gmail account to send quotes directly from your own email address. This integration creates a more personal experience for your clients, as they’ll receive quotes from your familiar business email. Your quotes maintain all their interactive features while appearing more personalized in your client’s inbox.

To get started, visit Google Integrations in your settings to connect your Gmail account.

Email Analytics & Engagement Tracking

Track how leads interact with your quotes through our new email analytics feature. On the leads page, look for the eye icon next to sent quotes to instantly see how many times each quote has been viewed. For deeper insights, click into any sent quote to access a detailed activity timeline showing:

• Total email opens and unique views
• First and last open timestamps
• Complete chronological feed of all quote interactions

This visibility helps you time your follow-ups perfectly and focus on your most engaged leads.

Check out the email analytics docs for more details.

Customizable Quote Emails

You can now fully edit the subject and body text of quote emails, allowing for more personalized messaging and branding. Whether you want to add a friendly touch, emphasize urgency, or tailor the language to your audience, you now have the flexibility to craft emails that resonate with your clients.

You can set a permanent default for the email body text in Quote Settings.

New Multi-Select Question Type

We’ve added a multi-select question type to Booking forms, allowing clients to choose multiple options in a single response. This is especially useful for event packages, customer flavor choices, etc.

Find this under Forms → Booking Forms → Add Question

Copy Quotes with One Click

You can now copy any existing quote with a single click, making it easier to create new quotes based on past proposals. This is perfect for businesses with repeat clients or standard pricing structures.

Simply find the “Copy” option in the quote actions menu.

In-App AI Help Chat

We’ve integrated Mintlify’s AI-powered help chat directly into the app, making it easier than ever to get real-time assistance without leaving your workflow. Whether you need guidance on features, troubleshooting help, or best practices, our AI chat assistant is available to provide quick answers.

Try it out by clicking the Get Help icon in the bottom right corner of the Flashquotes dashboard.

QuickBooks Online Integration

PRO plan customers can now sync their financial data with QuickBooks Online. The integration automatically creates customers, invoices, payments, and deposits in QuickBooks, with configurable account mappings and tax codes.

Payments are synced in real-time, including proper handling of sales tax and processing fees. The integration maintains your QuickBooks data structure while ensuring accurate financial reporting.

For more details, check out the QuickBooks integration docs.

Service Area Configuration

Define your service radius to automatically validate event addresses during quote submission. The system checks addresses in real-time against your specified radius. For events outside your service area, a warning banner notifies the client that additional travel fees may apply.

Your service area is defaulted to 150 miles, but you can change this in Quote Settings.

Lead Intake Form Settings

New configuration options include service duration limits, maximum staff counts, and custom redirect URLs after form submission. You can also customize the staff photos and descriptions in the lead intake form.

Form questions can now be fully customized. The system automatically generates optimized default forms for new accounts based on conversion data.

For more details, check out the lead intake form docs.

Zapier Integration Expansion

Three new Zapier triggers enable deeper workflow automation:

• Quote form submission trigger Send new leads directly to your CRM to streamline lead management.
• Event timeline trigger Keep your calendars synchronized with this new trigger which fires whenever event schedules change.
• Staff assignment trigger Automatically notify team members when they’re assigned to events.

Read more about Zapier integration here.

Lead Intake Forms v2

Lead intake forms are now fully customizable while maintaining high conversion rates. Find pre-configured forms under Forms > Lead Intake Forms, complete with proven questions and your brand colors automatically applied.

Platform-specific embed instructions make it simple to add forms to any website, whether you’re using Webflow, Squarespace, WordPress, or other platforms. All leads flow directly into your Flashquotes dashboard for immediate follow-up.

Read more about lead intake forms here.

Enhanced Quote Customization

The quote editor now features a live preview as you build, showing exactly how your quote will appear to clients. Customize the hero text at the top of your quotes using markdown formatting for bold statements and embedded links. For more details, check out the quote page docs.

Brand your quotes with custom hero images for each quote or set a default in company settings. Your brand colors now extend throughout customer-facing pages - set your signature color in Settings > Branding to have buttons and icons match your visual identity. Check out the branding docs for more details.

Lead Calendar

Your calendar now displays both confirmed bookings and potential events from quotes. Quoted events appear with dotted borders, giving you a complete view of upcoming business - both confirmed and potential.

Sales Tax Reporting

Managing sales tax across multiple jurisdictions is now simpler with our new automated tax reporting. Access comprehensive tax summaries under Invoices > Sales Tax to see your total sales, taxable amounts, and taxes owed.

The report breaks down tax data by rate, making it easy to handle different tax jurisdictions. All payment data in Flashquotes automatically flows into these reports, ensuring your numbers are always current.

Need historical data? Filter the report by different time periods, from last month to year-to-date, to get exactly the information you need for tax remittance.

Resource Selection in Booking Forms

Let clients choose their preferred cart directly in your booking form with our new Resource Select question type. The form shows only carts available for the selected event date, complete with photos and descriptions you can customize in the resource settings.

When a booking is confirmed, the selected cart is automatically assigned to the event, streamlining your workflow and ensuring clients get exactly the setup they want.

Native email sending

Now you can fire off quote emails directly from the quote page. Client quote emails include a link to the quote presentation page and the Book Now button Click the new “Copy share link” button if you still want to copy/paste the quote link into a separate email

You can also send invoice reminders to clients with a single click. Preview the email before sending to ensure it looks great. Emails are branded with your logo and include a direct link to pay.