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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
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.
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 Quote View V2 for the ultimate conversion-optimized quote experience.
Control how add-ons and services appear to your customers: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.
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
Display Options:
  • Visual Counter Mode (default): Shows interactive staff icons that adjust with guest count
    • Customize staff titles (singular/plural)
    • Add staff description text
    • Upload custom staff images (up to 5)
  • Simple Text Mode: Hide visual counter for a cleaner, text-only display
    • When disabled, customize 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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Website Integration

To embed the lead intake form:
  1. Click the Embed Form button
  2. Select your website builder
  3. Copy the provided code
  4. Paste into your website’s contact form location
Flashquotes forms are compatible with virtually all website platforms. See our Platform Compatibility guide for details on embedding in specific platforms.
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: