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Clear answers for moving estimates from import to follow-up to outcome. Need a hand? Contact us.

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Getting started

Get started with QuoteFollowSet up your workspace and move a first estimate through follow-up.

Quotes and imports

Add quotes and import a CSVCreate a quote manually or map and review a spreadsheet import.Mark outcomes and understand attributionClose quotes and see which recovered revenue qualifies.

Follow-up

Build an email sequenceUse placeholders, waits, preferred times, sharing, deletion, and safe stopping rules.Configure sending hoursChoose your timezone and control when eligible emails can send.

Inbox

Read replies and pause follow-upHandle incoming email, archive conversations, and understand automatic pauses.

Account and help

Troubleshoot access, imports, and deliveryStart here when sign-in, CSV rows, or email sending does not work as expected.