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
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
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
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