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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 Structure

The lead intake form is optimized with minimal, essential questions:
  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 number
    • SMS opt-in consent
Customize form behavior: - Set redirect URLs post-submission - Configure submission messages - Adjust form fields - Configure Instant Pricing and Quoting modes - Enable SMS opt-in collection
If no redirect URL is specified and Instant Quoting is disabled, the form displays a default submission message.
Enable SMS opt-in collection on your lead intake form: 1. Navigate to your lead intake form editor 2. Go to the Contact Details page settings 3. Expand the “SMS Opt-in” section 4. Toggle “Enable SMS opt-in” to activate the feature When enabled: - A checkbox appears asking “Can we text you?” - Leads can opt-in to receive SMS messages about their quote and event - Opt-in status is tracked in lead management - SMS badge appears on lead cards for opted-in contacts
SMS opt-in is only available on forms that include a phone number field.
Customize the question title and acknowledgement text to match your brand voice and compliance requirements.
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.

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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:
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