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Leads & billing
Where your leads go
Lead emails, the leads inbox, statuses, notes, exports and webhooks.
When a customer sends a request, you get an email straight away with their contact details, their answers and the price they saw. Hit reply to answer them directly.
Every request also appears under Leads. Mark each one New, Contacted, Won, Lost or Spam and add private notes.
- Change where lead emails go: Settings → Send new leads to.
- Paid plans: export all leads as CSV, send confirmation emails to customers, and send leads to other tools with webhooks.
Not seeing emails? Check spam or promotions and add leads@getquotewise.com to your contacts. Leads always appear in the dashboard even if an email is filtered.