> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote Page

> Boost your booking rate with a modern quote experience

## Overview

The Flashquotes quote page is designed to help you convert more leads into paying customers. With a modern e-commerce inspired design and powerful conversion features, it can help you achieve:

* **Higher booking rates** through trust-building social proof
* **Increased average order value** with dynamic add-on selection
* **Reduced cart abandonment** with real-time availability indicators
* **Better customer experience** with a mobile-optimized, professional design

## Using Quote Templates

Every company gets one default quote template that is fully customizable. **Pro plan** users can create multiple templates for different event types, services, or branding variations. Each template can have its own gallery images, testimonials, add-ons, and other visual elements.

<Info>
  Learn how to create and manage quote templates in our [Quote Templates guide](/templates/quote-templates). [Upgrade to Pro](/settings/plans) for multiple templates.
</Info>

### Assigning a Template to a Quote

1. Open any quote detail page
2. Click on the **Quote Template** tab
3. Select a template from the dropdown
4. The quote will automatically update to use the selected template

## Video Tutorial

Watch our step-by-step tutorial on setting up your quote page:

<iframe width="560" height="315" src="https://www.youtube.com/embed/Sw7Cqs6T7-M" title="How to Set Up Your Quote Page" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />

## The Customer Experience

See the modern, professional experience your customers will enjoy:

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/quote-v2-view.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=d3409006f4708f01c56abda5a4146b2a" alt="Quote template customer experience showing modern e-commerce design" width="3334" height="2500" data-path="images/leads/quote-v2/quote-v2-view.webp" />
</Frame>

### 📈 Proven Conversion Boosters

<AccordionGroup>
  <Accordion icon="images" title="Rich Photo Gallery">
    Showcase up to 8 high-quality images of your services to build trust and showcase your work quality.
  </Accordion>

  {" "}

  <Accordion icon="star" title="Social Proof Widget">
    Display customer reviews and testimonials prominently to increase customer
    confidence through social validation.
  </Accordion>

  {" "}

  <Accordion icon="plus" title="Dynamic Add-on Picker">
    Enable customers to customize their package with last-minute upgrades,
    increasing your average order value.
  </Accordion>

  {" "}

  <Accordion icon="clock" title="Real-time Availability">
    Create urgency with live availability status indicators to reduce booking
    hesitation.
  </Accordion>

  <Accordion icon="palette" title="Professional Design">
    Build trust with an e-commerce style checkout experience that looks great on all devices.
  </Accordion>
</AccordionGroup>

### 🎯 Key Benefits

* Modern, mobile-responsive design that looks great on all devices
* Increased customer confidence through social validation
* Higher average order values through strategic add-on placement
* Reduced friction in the booking process

## Getting Started

### Step 1: Access Quote Templates

<Steps>
  <Step title="Navigate to Templates">
    Go to **Templates** in the sidebar. Quotes is the first tab.
  </Step>

  <Step title="Select or Create Template">
    Click on an existing template to edit it, or click **Create Template** to start a new one.
  </Step>
</Steps>

### Step 2: Configure Your Quote Template

The visual editor allows you to customize every aspect of your quote page. See our [Quote Templates guide](/templates/quote-templates) for detailed instructions on configuring templates.

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/v2-editor.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=9ae74602560c362888ac26aaaf035b48" alt="Quote template editor interface" width="2896" height="1904" data-path="images/leads/quote-v2/v2-editor.webp" />
</Frame>

## Configuring Quote Template Features

### 📸 Gallery Images

The gallery is one of the most impactful features for building trust and showcasing your services.

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/gallery-screenshot.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=7164c794ec76f7fb2d20bfdaeb54af8d" alt="Gallery Images configuration interface" width="1524" height="1144" data-path="images/leads/quote-v2/gallery-screenshot.webp" />
</Frame>

<AccordionGroup>
  <Accordion icon="upload" title="Setting Up Your Gallery">
    1. In the template editor, find the **Gallery Images** section
    2. Click on any of the 8 image slots
    3. Select an image from your media library or upload a new one
    4. The first image (top-left) will be marked as "Main" and displayed prominently
  </Accordion>

  <Accordion icon="lightbulb" title="Best Practices">
    * Use high-quality images at 1200×900px (4:3 ratio) for best results
    * Include a mix of:
      * Final service results
      * Your team in action
      * Equipment and setup shots
      * Happy customers (with permission)
    * Update images seasonally to keep content fresh
  </Accordion>
</AccordionGroup>

### ✅ Service Details

Help customers understand exactly what's included in their quote with dynamic service details.

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/service-details-screenshot.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=2405dd6faeea3f5d84799b241554934c" alt="Service Details configuration interface" width="1618" height="1214" data-path="images/leads/quote-v2/service-details-screenshot.webp" />
</Frame>

<AccordionGroup>
  <Accordion icon="list" title="Configuring Service Details">
    1. Open the **Service Details** section
    2. Click "Add Service Detail" to create a new item
    3. Use plain text or markdown formatting for rich content
    4. Include dynamic values with shortcodes
  </Accordion>

  <Accordion icon="code" title="Available Shortcodes">
    * `{{quote.guest_count}}` - Number of guests
    * `{{quote.staff_count}}` - Number of staff
    * `{{quote.service_duration_hours}}` - Total service duration across all days
    * `{{quote.daily_service_duration_hours}}` - Average service duration per day
    * `{{quote.event_address}}` - Event location
  </Accordion>

  <Accordion icon="file-text" title="Example Service Details">
    * "Professional service for `{{quote.guest_count}}` guests"
    * "`{{quote.staff_count}}` experienced staff members"
    * "All equipment and supplies included"
    * "`[View our safety protocols](https://yoursite.com/safety)`"
  </Accordion>
</AccordionGroup>

### ⭐ Reviews & Testimonials

Social proof is crucial for building trust with potential customers.

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/social-proof-settings.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=a67dd22622f6b01b712ee2130253edcb" alt="Reviews and Testimonials configuration interface" width="1874" height="1406" data-path="images/leads/quote-v2/social-proof-settings.webp" />
</Frame>

<AccordionGroup>
  <Accordion icon="star" title="Setting Up Reviews">
    1. In the **Reviews & Testimonials** section, toggle "Reviews" on
    2. Set your average star rating (e.g., 4.8)
    3. Enter your total review count (e.g., 1,348)
  </Accordion>

  {" "}

  <Accordion icon="quote" title="Adding Testimonials">
    1. Click "Add testimonial" 2. Enter the customer quote and name 3. Drag to
       reorder testimonials 4. Add 3-5 compelling testimonials for best results
  </Accordion>

  <Accordion icon="trophy" title="Pro Tips">
    * Use specific, detailed testimonials that mention results
    * Include the customer's first name and last initial
    * Rotate testimonials periodically to keep them current
  </Accordion>
</AccordionGroup>

### 💰 Add-ons (optional)

Add-ons are your opportunity to increase average order value while providing valuable options to customers.

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/addons-screenshot.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=55ebaa831781a7bdd1e6e3d47af0749d" alt="Add-ons configuration interface" width="1702" height="1276" data-path="images/leads/quote-v2/addons-screenshot.webp" />
</Frame>

<AccordionGroup>
  <Accordion icon="settings" title="Managing Add-ons">
    1. In the **Add-ons** section, you'll see all your created add-ons
    2. Toggle add-ons on/off to control visibility
    3. Click the edit icon to update add-on details
  </Accordion>

  <Accordion icon="arrows-up-down" title="Reorder Add-ons">
    In the form builder, drag and drop add-ons to change their display order. The order you set here affects how add-ons appear to customers on their quote page. Put your most popular or highest-value add-ons first to maximize visibility.
  </Accordion>

  <Accordion icon="plus-minus" title="Customer Quantity Control">
    For per-unit add-ons, customers can adjust quantities directly on the quote page:

    * Use the + and - buttons to increase or decrease quantities
    * Quantity limits (if set in your add-on configuration) are automatically enforced
    * Pricing updates in real-time as customers adjust quantities
    * Works seamlessly on both desktop and mobile devices
  </Accordion>

  {" "}

  <Accordion icon="chart-line" title="Creating Effective Add-ons">
    * Use clear, benefit-focused names - Include appetizing photos - Price
      strategically (not too high to deter, not too low to devalue) - Limit to 4-8
      options to avoid overwhelming customers
  </Accordion>

  <Accordion icon="calculator" title="Dynamic Pricing Options">
    When creating or editing add-ons, you can set pricing that automatically adjusts based on:

    * Number of guests
    * Service duration
    * Number of days
    * Number of resources/staff
  </Accordion>
</AccordionGroup>

### 📅 Service Days Management

The quote template supports multi-day events through service days. Each service day can have its own date and time.

<AccordionGroup>
  <Accordion icon="calendar-days" title="Multi-Day Event Support">
    * Add multiple service days to a single quote
    * Each service day can have different dates and times
    * Perfect for wedding weekends, corporate events, and festivals
    * When booked, each service day becomes a separate event
  </Accordion>

  <Accordion icon="clock" title="Flexible Scheduling">
    * Set different start and end times for each day
    * Handle timezone conversions automatically
    * Support for overnight events and multi-day setups
    * Real-time availability checking for each service day
  </Accordion>

  <Accordion icon="edit" title="Easy Management">
    * Edit service days directly in the quote editor
    * Add new days with one click
    * Remove days as needed (minimum one day required)
    * All changes sync automatically with your booking system
  </Accordion>
</AccordionGroup>

<Info>
  Service days are managed in the quote editor, not the template editor. Each service day displays its specific date and time on the customer-facing quote page.
</Info>

## Mobile vs Desktop Preview

The template editor includes preview modes to ensure your quote looks perfect on all devices:

* **Desktop Mode**: Full-width layout with side-by-side content
* **Mobile Mode**: Optimized single-column layout with sticky booking button

<Frame>
  <img src="https://mintcdn.com/flashquotes/sYO4nbr5u0VTg6yp/images/leads/quote-v2/mobile-editor.webp?fit=max&auto=format&n=sYO4nbr5u0VTg6yp&q=85&s=cebe606ef53578616ea7264414ebfb6f" alt="Mobile preview mode in the quote template editor" width="2616" height="1962" data-path="images/leads/quote-v2/mobile-editor.webp" />
</Frame>

<Tip>
  Toggle between modes using the preview selector to test both experiences.
</Tip>

## Best Practices for Maximum Conversions

<AccordionGroup>
  <Accordion icon="check-circle" title="Complete Every Section">
    A fully configured quote page builds more trust than one with missing elements.
  </Accordion>

  {" "}

  <Accordion icon="camera" title="Use High-Quality Visuals">
    Professional photos are worth the investment - they directly impact booking
    rates.
  </Accordion>

  {" "}

  <Accordion icon="refresh" title="Keep Content Fresh">
    Update testimonials, images, and service details regularly to maintain
    relevance.
  </Accordion>

  {" "}

  <Accordion icon="chart-bar" title="Test Your Add-ons">
    Monitor which add-ons get selected most and optimize your offerings
    accordingly.
  </Accordion>

  <Accordion icon="clock" title="Leverage Urgency">
    The real-time availability indicator creates natural urgency - ensure your availability settings are accurate.
  </Accordion>
</AccordionGroup>

## Download & Print Quotes

Save any quote as a PDF for offline sharing or printing.

1. Open a quote from the quotes page
2. Click the menu icon (three dots) in the top right
3. Select **Download PDF** to save the file, or **Print** to send it to your printer

The PDF includes your full quote details, line items, pricing, and branding. Use it to attach quotes to emails, share with clients who prefer paper copies, or keep for your records.

## Frequently Asked Questions

<AccordionGroup>
  <Accordion icon="eye" title="Can I preview my changes before they go live?">
    Yes, the template editor shows a real-time preview of your quote page as you
    make changes.
  </Accordion>

  {" "}

  <Accordion icon="plus" title="Do I need to recreate my add-ons?">
    No, your existing add-ons work seamlessly - just choose which ones to
    display.
  </Accordion>

  <Accordion icon="mobile" title="Is the quote template mobile-friendly?">
    Absolutely! The template is fully responsive and optimized for mobile booking.
  </Accordion>
</AccordionGroup>

## Need Help?

If you have questions or need assistance setting up your quote template:

* Contact our support team via the chat widget in the bottom right corner
* [Book a free setup consultation](https://calendly.com/jg-goodhartcoffee/flashquotes-support) with our success team

## Next Steps

Ready to boost your booking rate?

1. [Create and manage quote templates](/templates/quote-templates)
2. Configure your gallery images and testimonials
3. Set up your add-ons for maximum conversion
4. Test the mobile and desktop experience

<Info>
  Learn more about [creating quotes](/contacts/quotes) and [sending
  quotes](/contacts/sending-quotes) to make the most of your quote templates.
</Info>
