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Overview

Once you’ve created and customized a quote, Flashquotes provides multiple options for sharing it with your potential customers.
Using the classic quote template? Consider upgrading to Quote View V2 for a modern, conversion-optimized experience that can significantly boost your booking rates.

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Sending Options

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Email Delivery

  1. Click the Send quote button
  2. Select the appropriate booking form
  3. Select your send from email address
  4. Add recipient email address(es)
  5. Review and customize your subject line and email body
  6. Click Send
Need to add another email address? Click + Add email to connect a new Google account. Learn why Google Workspace/Gmail is recommended for professional quote sending.
Easily set a default custom email body and personalized subject line in your quote settings. Subject lines support lead-specific shortcodes like {{lead.first_name}} for better personalization.

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Email Analytics

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Manual Share Options

To share a quote link manually:
  1. Click More actions in the top right
  2. Select Share quote link
  3. Choose the appropriate booking form
  4. Copy and share the link
  5. Click Mark as sent when done
Quotes will expire a certain number of days after being sent. Find and update quote expiration settings in your quote settings.
When sending quotes, always ensure you select the correct booking form. This will determine the booking form presented when your lead books the event.
The booking form you select will also determine the payment schedule for your client. Learn more in our Payment Schedules guide.

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Best Practices

  1. Review quote details before sharing
  2. Ensure the correct booking form is selected before sending
  3. Follow up with leads as needed
  4. Track quote status regularly
  5. Monitor for client engagement

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Next Steps

After sending a quote:

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Tracking Quote Performance

Our analytics tools help you understand how leads interact with your quotes, giving you valuable insights into engagement and helping you time your follow-ups perfectly.

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Understanding Quote Analytics

The system tracks three key engagement metrics for your quotes:
  1. Email Opened
    Track how many times your quote emails have been opened. Each email open indicates potential interest from your lead.
  2. Quote Viewed
    See how many times someone has clicked through to view your quote presentation page online. This metric helps you understand if leads are taking the time to review your detailed proposal.
  3. Book Now Clicked
    Monitor how many times leads have clicked the “Book Now” button. This is a strong indicator of intent to book your services.

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Where to Find Analytics

You can find these metrics in two main places:

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Lead Index & Lead Detail Pages

Look for colored badge pills next to your leads showing:
  • Email open count
  • Quote view count
  • “Book Now” button click count
These quick indicators help you identify your most engaged leads at a glance.

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Quote Detail Page

For a more comprehensive view, visit the Quote Detail page to see all engagement metrics in one place. This detailed view helps you understand the full journey of how leads are interacting with your quotes.

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Using Analytics Effectively

  • Time Your Follow-ups: High engagement (multiple email opens or quote views) might indicate a lead is actively considering your services—a perfect time for follow-up.
  • Identify Hot Leads: Leads who have clicked the “Book Now” button are showing strong intent and should be prioritized.
  • Track Response Patterns: Understanding when leads typically view quotes can help you optimize when to send them.