Overview
Quote settings control how your quotes are presented to clients and set default parameters for quote generation. These settings help maintain consistency in your pricing and presentation while optimizing conversion rates.Quote Defaults
Expiration Settings
Expiration Settings
Configure default quote expiration settings that apply to all new quotes. When quotes expire, customers can no longer book them directly - they’ll be prompted to request a new quote or contact your company.
Expired quotes cannot be booked. Customers viewing expired quotes will see options to request a fresh quote or contact you directly.
Set expiration dates that create urgency while giving clients reasonable time to decide. You can extend individual quote expiration dates from the lead details, quote edit, or quote view pages.
Service Area
Service Area
Define service area radius:
- Service radius limits in miles
- Leads that have an address outside of this radius will be warned that there may be additional fees for travel
Quote Presentation
Hero Content
Hero Content
Customize quote appearance:
- Default hero message content
- Default hero image selection
The hero message is an excellent opportunity to showcase your value proposition to decision-makers.
Markdown on Hero Message
Markdown on Hero Message
Flashquotes uses a rich text editor (TipTap) for content formatting throughout the platform. This provides a user-friendly, visual editing experience similar to Google Docs or Microsoft Word.
Flashquotes does not support markdown syntax. Content is created and edited using the visual rich text editor interface.
Available Formatting Options
The rich text editor provides standard formatting tools:Text Styling
- Bold text - Use the bold button in the toolbar
- Italic text - Use the italic button in the toolbar
- Underlined text - Use the underline button in the toolbar
Lists and Structure
- Bulleted lists
- Numbered lists
- Headings (H1, H2, H3)
- Paragraphs with proper spacing
Links and Media
- Hyperlinks - Select text and use the link button
- Email links
- Image insertion (where supported)
Where You’ll Use the Rich Text Editor
The rich text editor appears in several areas of Flashquotes:- Quote descriptions and notes
- Email templates and content
- Form instructions and help text
- Invoice notes and terms
Tips for Best Results
- Use the formatting toolbar buttons rather than trying to type markdown syntax
- Preview your content before saving to ensure it displays correctly
- Keep formatting simple and professional for customer-facing content
- Use headings to organize longer content sections
If you’re familiar with markdown and prefer that workflow, the rich text editor may feel different initially. However, it provides better WYSIWYG editing for most users.
Quote Delivery
Custom Quote Email Subject
Custom Quote Email Subject
Set a custom subject line for all quote emails you send. Personalize your subject lines using lead-specific shortcodes to increase open rates and engagement.Available Shortcodes:
{{lead.first_name}}- Lead’s first name (e.g., “John”){{lead.last_name}}- Lead’s last name (e.g., “Doe”){{lead.full_name}}- Lead’s full name (e.g., “John Doe”){{lead.company_name}}- Lead’s company name (e.g., “Acme Inc”)
☕ {{lead.first_name}}, your quote is ready!✨ {{lead.full_name}}, review your quote from and book online in minutes!
💡 Including emojis in your subject lines can boost open rates by making emails more visually appealing and less likely to be filtered as spam.
If no custom subject is set, Flashquotes will use a default subject line. You can always edit the subject when sending individual quotes.
Custom Quote Email Body
Custom Quote Email Body
Click
Update on Custom quote email body to set a custom text to use as your default for all quote emails you send.Emoji are welcome! 😃Want to use a different email body for quote? No problem, just edit it when sending the quote email.
Best Practices
- Keep hero messages concise and impactful
- Add a default hero image to make the quote more engaging
- Leverage markdown formatting and links in your hero message