Utilizing the Right Custom Lead Forms for Your Business Needs

You’ve configured your vehicles, set up your rate sheets, and created your selection factors. Now it’s time to get clients booking. This is where custom lead forms in Lead Quote Close come in.

Lead Forms help you collect the right information from potential clients through your website. In AddOns, you can choose from a range of forms built for different types of work like hourly charters, airport transfers, weddings, and more.

Understanding the Different Forms

AddOns includes a wide selection of form layouts depending on what type of service you’re offering and where the form will live on your site.

Basic Quote Forms

• Short Form

  • A straightforward form that collects pickup and dropoff location, times, name, email, passenger count, occasion, and vehicle category.

• Short Party Form

  • Similar to the Short Form, but built for hourly trips. Also includes a phone number field and asks if all passengers are over 21.

• Micro Form

  • A compact version of the Short Form. Ideal for small spaces or homepage quote widgets.

• Personal Form

  • A minimalist form designed for early-stage event planning. Great for weddings or inquiries without full trip details.

Styled or Visual Forms

• Bootstrap Form

  • Similar to the Short Form but includes modern styling with icons and optional vehicle images.

• Party Form

  • Expands on the Bootstrap Form. Adds questions like whether all passengers are 21+, contact preference, returning customer, and interest in add-ons like WiFi or drinks.

Layout-Specific Forms

• Horizontal Form

  • Designed to span the top of a webpage, like a homepage banner.

• Center Form

  • A wide, visual layout that supports background images and includes a round-trip toggle.

Purpose-Specific Forms

• Transfer Form

  • Built for local transfers tied to specific points of interest, such as airports or hotels.

• Extras Form

  • Allows customers to request intermediate stops and select add-ons on the first page.

• Charter Form

  • Designed for multi-day or multi-stop trips, like school charters or special events.

• Excursion Form

  • Intended for quoting more complex, multi-day trips with multiple vehicles. NOTE: this form is intended for internal use only, not for client-facing use

General Contact

• Contact Form

  • A flexible option for general inquiries, custom requests, or corporate accounts.

Configuring Lead Forms

1. Click the “Addons” icon in the top navigation bar
2. Scroll down and select “Lead Quote Close” > “Lead Forms” from the left-hand menu
3. Click “New Configuration” at the top of the screen
4. Enter a Name for your form
5. Select the appropriate Form Type from the dropdown menu
6. (Optional) Choose a CSS file from the dropdown, or click "manage" to create a new one
7. Set a Minimum Date or Maximum Date if you want to restrict when clients can book
8. (Optional) Enter an Inner Element ID to specify exactly where on your website the form should appear
9. (Optional) Enter an Outer Selector to control how the form expands after the first step is submitted
10. Adjust the Initial Height if needed (default is 800px)
11. Customize the Personal Information Header and Vehicle List Header as needed
12. Choose how pricing appears under Vehicle List Per Unit Price
13. (Optional) Assign a Promo, Agent, or Company Location
14. Choose whether to Hide Pennies from Price
15. Update the Edit Button Label and Update Request Button Label if you want to customize the text clients see
16. Select the Account to Use if you have multiple business entities or brands
17. Choose whether or not to Force Auto-Quoting
18. Click “Save Changes” when you're done

Using Lead Forms with Selection Factors and Auto-Quote Blocking

Once your Lead Forms are configured, you can take it a step further by using them as part of your Selection Factors or Auto-Quote Blocking. This gives you more control over how and when quotes are returned.

The "Lead Form Configuration Used" option lets you set conditions based on which specific form a client submitted. For example, you might create a unique lead form for a wedding expo, then set up a Selection Factor that applies a 5% discount to any quote submitted from that form. Or you might create a prom-specific lead form that’s only valid for a set number of weekends and block all other dates using Auto-Quote Blocking.

Whether you're building a lead form for a marketing campaign or setting up a long-term solution for your website, using the right form with the right configuration helps you collect cleaner data and convert more leads with less manual effort.

If you need help setting up your forms, reach out to Support at 972-701-8887 x2 or email support@limoanywhere.com.

Not using Lead Quote Close yet and want to explore what's possible? Contact Sales at sales@limoanywhere.com to learn more about upgrading your account.