Leads
Creating Quotes
Leads
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.
Quote Creation and Management
When leads come through your lead intake form, a pre-populated quote will be automatically created, requiring only pricing to be added.
Quote Features
Location and Travel Planning
Best Practices
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Review all pre-populated information for accuracy
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Keep pricing and terms clear and consistent
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Use appropriate hero images and messaging
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Add additional travel costs and mileage as neccesary using the map integration
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Verify all details before sending
Next Steps
After creating quotes:
- Learn about sending quotes
- Review for accuracy
- Prepare for follow-ups
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