Creating Quotes
Creating Quotes
Learn how to create and customize quotes for your leads
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.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 →
Quote Creation and Management
Creating a Manual Quote
Creating a Manual Quote
To create a new quote:
- Navigate to the Leads page
- Click on the lead you want to create a quote for
- Click
+ New Quote - Fill in the required event details
- Click
Create
Choosing Your Quote Template
Choosing Your Quote Template
Flashquotes offers two quote presentation options:
Quote View V2 (Recommended)
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
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, requiring only pricing to
be added.
Getting the Most from Your Quotes
Best Practices for All Quote Types
- Review all pre-populated information for accuracy
- Keep pricing and terms clear and consistent
- Use appropriate hero images and messaging
- Add additional travel costs and mileage as necessary using the map integration
- Verify all details before sending
Location and Travel Planning
Map Integration
Map Integration
Each quote includes an integrated map view showing:
- Service location
- Venue address
- Drive time
- Mileage calculation
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.
Customizing Legacy Quotes
Legacy Quote Customization Options
Legacy Quote Customization Options
The legacy quote editor allows you to customize the details and presentation of your quote. Customization options include:
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.
Pricing and line items
- Modify or add line items for services
- Add line items for add-ons
- Apply tax rates
- Apply discounts
- Add service descriptions
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.
Next Steps
After creating quotes:- For V2 Users: Learn about Quote View V2 setup
- For All Users: Learn about sending quotes
- Review for accuracy
- Prepare for follow-ups