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Overview

Instant Pricing and Quoting automatically calculates service quotes based on predefined pricing rules, saving time and ensuring consistent pricing across your lead intake forms. With Instant Quoting enabled, clients can receive and book quotes immediately upon form submission.

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Video Tutorial

Watch this step-by-step guide on setting up Instant Quoting:

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Setting Up Service Pricing

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Step 1: Create or Edit a Service

Navigate to the Services tab and either create a new service or edit an existing one. In the service editor, you’ll find the Pricing Configuration section with the following options:
Pricing Configuration UI showing fields for Base Price, Hourly Rate Per Staff, Price Per Guest, and Minimum Price
  • Base Price: Starting price for the service before any adjustments
  • Hourly Rate Per Staff: Rate charged per staff member per hour
  • Price Per Guest: Additional charge per guest (optional)
  • Minimum Price: The lowest price that will ever be quoted for this service
The Minimum Price threshold ensures you never quote below your cost basis, protecting your business’s profitability.

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Example Calculation

For an event with:
  • 2 staff members
  • 3 hours duration
  • 50 guests
The total price would be calculated as: 
Total = Base Price + (Hourly Rate × Staff × Hours) + (Price Per Guest × Guests)
If the calculated total is less than the Minimum Price, the system will automatically use the Minimum Price instead.

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Setting Default Pricing Rules

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Step 1: Access Pricing Settings

  1. Go to your lead intake form’s edit page
  2. Click the “Instant Pricing” button in the header navigation
  3. The pricing settings modal will open
Settings modal to configure pricing rules for a lead intake form

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Step 2: Configure Quoting Mode

When configuring your lead intake form’s pricing settings, you’ll find two quoting modes:
  • Manual Quoting (Default): Generates a draft quote for admin review before sending
  • Instant Quoting: Automatically calculates and presents quotes to clients immediately upon form submission
Instant Quoting is available exclusively on the FlashQuotes Pro plan.

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Step 3: Choose Your Pricing Approach

There are two ways pricing works with forms, depending on whether you have a service selection question:

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Forms WITH Service Selection Questions

When your form includes a service selection question:
  • Pricing comes from the service the customer selects
  • Works for both manual and instant quoting
  • The “fallback service” configured below is only used if no service is selected
  • Each service can have different pricing rules

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Forms WITHOUT Service Selection Questions

When your form doesn’t include service selection:
  • All quotes use the single service configured in pricing settings
  • This creates “fixed pricing” where every quote follows the same pricing rules
  • Simpler setup for single-service businesses
Not sure which approach to use? Single service businesses often prefer fixed pricing, while multi-service businesses benefit from service selection questions.

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Step 4: Configure Fallback Service

Select a service to use when:
  • Forms with service selection have no service selected
  • Forms without service selection questions (this becomes your fixed pricing service)
Make sure to test your pricing configurations with different combinations of staff, hours, and guest counts before enabling Instant Quoting. If using a service selection question, test with each available service option.

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How It Works

When Instant Quoting is enabled:
  1. Client submits your lead intake form
  2. System determines pricing source:
    • With service selection question: Uses the service the customer selected
    • Without service selection question: Uses the fallback service configured in settings
    • No service selected: Falls back to the configured default service
  3. Calculates the price using the selected service’s pricing rules:
    • Base price + (Hourly rate × Staff × Hours) + (Price per guest × Guests)
    • Applies minimum price threshold if calculated total is lower
  4. Automatically redirects client to quote presentation page
  5. Client can review the quote and click “Book Now” immediately
The pricing calculation is identical for manual and instant quoting - the only difference is when the quote gets presented to the customer.
Instant Quoting creates a seamless experience where clients can inquire, receive a quote, and book all in one visit to your website.

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Best Practices

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Important Notes

Instant Quoting requires careful configuration of your pricing rules to ensure accuracy based on the duration and guest count for each day. Consider starting with Manual Quoting mode to verify your pricing rules before enabling Instant Quoting

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Next Steps

After setting up Instant Pricing and Quoting: