Chasing the quotes that went quiet

1. 1

   Run the audit first — no signup needed

   Upload your quotes and see one number: what the ones nobody answered were worth. Take the number and walk away if that is all you wanted. It takes about a minute and costs nothing.

   Worth knowing: We read the amount and the dates and nothing else — no customer names, no addresses, no phone numbers.

2. 2

   Keep it going without uploading again

   The upload gives you the number once. To have it keep watching, open Integrations in your dashboard and connect whatever you write quotes in — read-only, and you can disconnect the moment you want to.

3. 3

   Switch Quote Rescue on

   Connecting and switching on are two separate actions. Go to Quote Rescue and turn it on — connecting alone does not start anything.

   Worth knowing: This catches people out. If you connected but see nothing happening, this is almost always why.

4. 4

   Approve the first follow-up

   Drafts appear with Send it and Skip this one beside them. Read the draft, then choose. Nothing reaches a customer without you pressing Send it.

5. 5

   Disconnect whenever you like

   Integrations → Disconnect, beside whichever one you connected. The audit runs without a subscription and you can leave at any time.

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