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Overview

The Lead Intake Form is optimized for high conversion rates, collecting only essential information needed to generate accurate quotes. This form automatically generates when you create your account and can be embedded on your website.

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Form Editor

The form editor displays all questions in the left panel, organized by page. Click any question to select it and view its settings in the right panel.
Click Add question below any page to open the question picker:Connected Questions sync data to Flashquotes fields:
  • SMS Opt-in - Capture text message consent
  • Lead Source - Track how leads found you (pre-populated options)
  • Add-ons - Let leads select from your add-ons list
  • Services - Let leads choose from your services
  • Event Type - Let leads pick the type of event (wedding, corporate, festival, etc.) — configurable options that surface on the quote and event details, and that can drive event-type pricing on the Scale plan
Custom Questions collect any information you need:
  • Text - Short answer input
  • Multiple Choice - Single selection from options
  • Multi-Select - Multiple selections allowed
  • Dropdown - Single selection from a dropdown menu
Connected questions already exist in your form? They’ll appear greyed out with a checkmark.
Drag questions to reorder them within a page or move them to a different page:
  1. Click and hold any question in the left panel
  2. Drag to the desired position
  3. Release to drop
Moving questions between pages works the same way—just drag to the target page.
Adding pages: Click the + button in the Pages header to add a new page.Deleting pages: Empty pages show a kebab menu (⋮) with a delete option. Pages with questions cannot be deleted until all questions are removed or moved.Hiding pages: Pages containing Add-ons or Services questions can be hidden via their kebab menu. Hidden pages won’t appear to customers but retain their configuration.
Non-system questions can be deleted via the kebab menu (⋮) on each question row. System-required questions (like contact fields) cannot be removed.

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Form Structure

The default lead intake form includes these pages (fully customizable):
  1. Service Details
    • Service length (configurable min/max hours)
    • Guest count (with customizable increment buttons)
    • Dynamic staff calculation (optional visual counter or text display)
  2. Location
    • Event address
    • Venue details
  3. Timing
    • Event date
    • Service start time
    • Number of event days
  4. Event Type
    • Category selection
    • Pricing impact factors
  5. Customization
    • Add-ons selection
    • Service add-ons with drag-and-drop reordering
    • Special requirements
  6. Additional Information
    • Event details
    • Referral source
  7. Contact Details
    • First name, last name, email, phone
    • SMS opt-in consent (if enabled)
Customize form behavior:
  • Set redirect URLs post-submission
  • Configure submission messages
  • Configure Instant Pricing and Quoting modes
If no redirect URL is specified and Instant Quoting is disabled, the form displays a default submission message.
Control which questions are mandatory for form submission. Select a question and use the required toggle in the settings panel.System-Required Questions:
  • Some questions are required by Flashquotes and cannot be changed
  • These show “This question is required by Flashquotes” instead of a toggle
User-Required Questions:
  • You can mark custom questions as required or optional
  • Required questions must be completed before form submission
Making too many questions required can reduce conversion rates. Only require fields essential for accurate quotes.
The CTA buttons on the first and last pages of your form are editable directly in the form editor preview.
  1. Hover the button in the preview — a ring appears around it
  2. Click the button to make it editable
  3. Type your new label, then press Enter or click outside to save
Which buttons you can edit:
  • First-page button — shown on the first page of the form. Defaults to “Get Custom Pricing” (or “Get My Instant Quote” when Instant Quoting is enabled)
  • Last-page button — shown on the final page. Defaults to “Get My Quote” (or “Get My Instant Quote” when Instant Quoting is enabled)
Leave either label blank to restore the default. Labels are capped at 100 characters.
Middle pages show a plain Next button that isn’t customizable.
Add SMS opt-in to collect text message consent:
  1. Click Add question on any page
  2. Select SMS Opt-in from Connected Questions
  3. The question is automatically placed on the Contact Details page
When enabled, leads see a checkbox asking “Can we text you?” and opted-in leads display an SMS badge in lead management.
SMS opt-in requires a phone number field on your form.
Learn more about SMS opt-in →
Automatically pre-build draft quotes from every lead:
  1. Set up your default service with pricing
  2. Configure the service in your form’s Default Service dropdown
  3. Every lead submission creates a draft quote ready to review and send
Set up AutoDraft →
Enable automatic quote generation and presentation:
  1. Click the “Pricing settings” button in your form editor
  2. Toggle “Quoting Mode” to “Instant Quoting”
  3. Configure fallback service and pricing rules
How pricing works:
  • With service selection questions: Uses the service the customer selects
  • Without service selection questions: Uses the fallback service (fixed pricing)
  • No service selected: Falls back to the configured default service
When enabled:
  • Quotes are generated instantly upon form submission
  • Clients are redirected to the quote presentation page
  • “Book Now” option is immediately available
Instant Quoting is a Pro plan feature that enables clients to inquire, receive quotes, and book in a single session.
Combine Instant Quoting with your quote template for the ultimate conversion-optimized quote experience.
Control how add-ons and services appear to your customers:Service Visibility:
  • Each service has a toggle switch to show or hide it from the form
  • Hidden services won’t appear to customers on the public form
  • Hidden services remain available for quotes you build manually
  • Toggle visibility from the Services question settings in the form builder
Drag-and-Drop Reordering:
  • Drag items up or down in the form builder to set display order
  • The order you set affects how items appear to customers
  • Most important items should be positioned at the top
Default Ordering:
  • Items without custom ordering display alphabetically
  • Mix of ordered and unordered items shows ordered items first
Position your most popular or profitable add-ons at the top to increase selection rates. Hide seasonal or inactive services to keep your form clean.
Sections organize your Services question into named, collapsible groups. Available when your company has 4+ services — configured per form.Set up sections:
  1. Open your form in the editor and select the Services question.
  2. Click Add section in the settings panel. Flashquotes creates two sections (“Section A” and “Section B”) so you can see them immediately.
  3. Click a section name to rename it inline (e.g. “Bar service”).
  4. Drag any service into the section it belongs in. Drag a section header to reorder whole sections.
  5. Click Add section again to add more groups.
To remove a section, click its ✕. Its services merge into a neighboring section. Deleting down to one section removes all sections — sections are all-or-nothing.
Hiding a service (toggling it off) moves it to an Excluded services list below the card. It won’t appear on the form until you turn it back on.
What leads see: sections appear collapsed with a service count and an arrow. The first section is expanded by default. Leads tap a header to expand it.
Leads expanding collapsible service sections on the lead intake form
Customize how the staffing calculator appears and functions on your lead intake form:Service Length Settings:
  • Set minimum service hours (default: 1 hour)
  • Set maximum service hours (default: 12 hours)
  • Supports half-hour increments
Guest Count Settings:
  • Configure guest count increment (1-100, default: 25)
  • Controls how much the +/- buttons change the guest count
  • Example: Set to 10 for smaller events, or 50 for large gatherings
Staffing Calculations:
  • Define drinks/services per hour per staff member
  • Set optional maximum staff limit
  • Leave max staff empty for unlimited scaling based on guest count
Staff Visual Counter:
  • Select the Staffing Calculator question under Content, then expand the Staff visual counter section in the settings panel
  • Turn on the Enable visual counter toggle to show interactive staff images that adjust with guest count
    • Customize staff titles (singular/plural) and a staff description
    • Click any of the five Staff Images slots to upload photos of your team (optional)
  • Turn the toggle off for a cleaner, text-only display — customize the question title and subtitle instead
The visual staff counter provides an engaging way for customers to see how many team members will serve their event, building trust and justifying pricing.

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Custom Themes

The theme designer lets you match your lead intake form to your brand — no code required. Click the Design (palette) button in the top-right of the form editor to set colors, fonts, and styling, with a live preview as you make changes.
Customizing the lead intake form theme in the form editor
  • Brand colors — set your background, accent and text colors so the form looks like the rest of your site
  • Fonts — choose the typeface used across questions, labels, and buttons
  • Corners - sharpen or soften corners on buttons, cards and the entire form to match your style
  • Contrast-detection - we automatically check for color pairs that will make your form less readable, suggesting better options for you
  • Live preview — every change renders instantly in the form preview
  • Applies everywhere — your theme carries across both embedded forms and hosted share-link pages
  • Copy from another form — use the Copy from menu in the Design panel header to reuse a theme you’ve already built on another form
  • Reset theme — click Reset theme in the Basics header to restore the Flashquotes default, seeded from your company brand color
Pull your colors and fonts straight from your website’s brand guide so the embedded form feels like a native part of your page.

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Website Integration

To embed the lead intake form:
  1. Click the Share button
  2. Click Get the code to embed it in your website
  3. Select your website builder (or General Embeds for any site)
  4. Copy and paste the code into your website
New to embedding? See our step-by-step embedding guide to get started quickly.
Wix websites require specific embedding code. Select Wix from the dropdown for correct code. For mobile optimization, see our Wix Embed Best Practices guide.

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Best Practices

  1. Keep questions minimal
  2. Test form on mobile devices
  3. Set appropriate redirect URLs
  4. Configure Instant Quoting carefully
  5. Monitor conversion rates
  6. Review form analytics regularly

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Next Steps

After setting up your lead form: