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Overview

Quotes in Flashquotes allow you to provide detailed pricing and service information to your leads. Whether generated automatically from lead intake forms or created manually, quotes can be customized with pricing, services, and branded elements.
Skip manual quote building! Set up Flashquotes AutoDraft to automatically pre-build draft quotes from your leads.
New: Quote View V2 is now available! This modern, conversion-optimized template can significantly boost your booking rates. Learn how to set up Quote View V2 →

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Quote Creation and Management

To create a new quote:
  1. Navigate to the Leads page
  2. Click on the lead you want to create a quote for
  3. Click + New Quote
  4. Fill in the required event details
  5. Click Create
Flashquotes offers two quote presentation options:Our latest template designed for maximum conversions featuring:
  • Modern e-commerce inspired design
  • Rich photo galleries and social proof
  • Dynamic add-on selection
  • Real-time availability indicators
  • Mobile-optimized experience
Set up Quote View V2 →

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Classic Quote View

Our traditional quote template with essential features for straightforward quote presentation. See the Legacy Quote View section below for details.
When leads come through your lead intake form, a pre-populated quote will be automatically created. If you have Instant Pricing enabled, pricing is calculated automatically based on either the service selected in the form or your configured fallback service.

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Getting the Most from Your Quotes

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Best Practices for All Quote Types

  1. Review all pre-populated information for accuracy
  2. Keep pricing and terms clear and consistent
  3. Use appropriate hero images and messaging
  4. Add additional travel costs and mileage as necessary using the map integration
  5. Verify all details before sending

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Add-on Quantity Management

When working with add-ons and services:
  • Add-on quantities automatically respect any min/max limits set in your add-on configuration
  • The system enforces quantity constraints when creating or editing quotes
  • Customers using Quote View V2 can adjust quantities on their quote page within configured limits

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Location and Travel Planning

Each quote includes an integrated map view showing:
  • Service location
  • Venue address
  • Drive time
  • Mileage calculation
This helps ensure accurate travel cost estimation and proper profit margins.

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Service Days

Service days let you attach multiple dates and times to a single quote. Perfect for multi-day events, setups, or separate service blocks.
When a quote is booked, each service day becomes its own event inside the booking.
Service Days editor interface showing multiple service days with date and time inputs

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How service days work

  • Per-quote: Add as many service days as needed
  • Separate events: Each service day converts to an individual event upon booking
  • Inline editing: Edit date and time directly in the quote editor
  • Timezone aware: All times handled in your location’s timezone

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Adding or editing service days

1

Open the quote editor

Navigate to a quote and scroll to the Service Days section.
2

Add a day

Click the + button. A new row appears in edit mode.
3

Edit inline and save

Adjust the date, start time, and end time inline. Click the check icon to save or the X icon to cancel.

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Service day management

  • Date picker: Click calendar icon to select date
  • Time inputs: Use 24-hour format (HH:MM)
  • Auto-suggestions: New days default to next day with same time range
  • Click pencil icon to edit any service day
  • Make changes directly in form fields
  • Save with check icon or cancel with X icon
  • Changes saved immediately with optimistic updates
  • Click trash icon to delete a service day
  • Last remaining service day cannot be deleted
  • Deleting removes associated line items
Click the trash icon to remove a service day. The last remaining day cannot be deleted.

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Multi-day event scenarios

Service days work for:
  • Wedding weekends: Ceremony Friday, reception Saturday
  • Corporate events: Setup day, main event day, breakdown day
  • Festivals: Multiple days with different schedules
  • Installations: Setup, service, removal days
Each service day maintains its own start and end times for flexible scheduling.
For detailed information about managing service days, see our Service Days guide.

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Service Charges in Quotes

Service charges let you add percentage or flat fees to quotes automatically or manually. They apply to all line items except gratuity and appear as separate line items for customers.
Auto-applied charges:
  • Appear automatically on new quotes
  • Set up in Settings > Service Charges
  • Can be removed manually if not needed
Manual charges:
  • Add using service charges dropdown in quote editor
  • Choose from any configured service charge
  • Apply multiple charges to same quote
Percentage charges:
  • Calculate from subtotal of applicable line items
  • Exclude gratuity from calculation base
Flat charges:
  • Add fixed amount regardless of quote value
  • Applied after percentage charges
Tax handling:
  • Taxable charges included in tax calculations
  • Non-taxable charges added after tax
Service charges display clearly to customers:
  • Show as separate line items in quote presentations
  • Visible in both V1 and V2 quote views
  • Included in booking confirmation forms
  • Carry through to invoices automatically
Set up commonly used charges (like gratuity or service fees) as auto-applied to save time on every quote.
Learn more about configuring service charges in Service Charges Settings.

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Legacy Quote View

The Classic Quote View is our legacy template. We recommend upgrading to Quote View V2 for better conversion rates and modern features.

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Customizing Legacy Quotes

The legacy quote editor allows you to customize the details and presentation of your quote. Customization options include:

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Key event details

  • Event address
  • Event date
  • Service start and end times
  • Guest count
  • Service location
  • Number of staff and core resources
  • Special notes
Most of this information is pre-populated from the lead intake form, but you can customize it to fit your needs.

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Pricing and line items

  • Modify or add line items for services
  • Add line items for add-ons (quantities respect configured min/max limits)
  • Apply tax rates
  • Apply discounts
  • Add service descriptions

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Visual elements

  • Customize hero images for each quote
  • Modify hero text and messaging presented on the quote
  • Present the quote in a branded color scheme by setting your brand colors
You can also set a default hero image and messaging in your quote settings.

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Next Steps

After creating quotes:
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