Question 1

What does Pingstead help me recover?

Accepted Answer

Pingstead helps quote-driven teams recover opportunities that go quiet after an estimate or proposal is sent. It keeps the quote context together, helps you follow up thoughtfully, and makes replies, activity, outcomes, and revenue easier to see.

Question 2

Can I add a quote manually?

Accepted Answer

Yes. Add a quote manually with the customer and opportunity details you already have. You can then check the record, add approved company facts, and prepare the first follow-up.

Question 3

Can I import quotes from a CSV?

Accepted Answer

Yes. Import quote records from a CSV, review the imported details, and correct anything that needs attention before follow-up begins. Manual entry remains available for one-off opportunities.

Question 4

What are approved company facts?

Accepted Answer

Approved company facts are the details Pingstead is allowed to use when helping draft messages, such as your services, policies, and preferred contact context. You control these facts so drafts stay grounded in information your team has reviewed.

Question 5

How do assisted follow-up drafts work?

Accepted Answer

Pingstead uses the quote context and your approved company facts to suggest a relevant follow-up draft. Your team can review and approve the message before an approved sequence is scheduled.

Question 6

Can Pingstead schedule more than one reminder?

Accepted Answer

Yes. Once a follow-up is approved, Pingstead can schedule a multi-step reminder sequence so the opportunity receives timely, context-aware touches instead of being forgotten after the first message.

Question 7

How do I see replies and activity?

Accepted Answer

The follow-up desk keeps quote activity together so you can see what was scheduled, what was sent, and what happened next. Replies and opportunity signals help your team decide where to focus.

Question 8

When does a follow-up stop automatically?

Accepted Answer

Pingstead automatically stops the sequence when a customer replies, declines, converts, or opts out. Your team can also review, pause, or stop an approved follow-up when the situation changes.

Question 9

Does Pingstead report on outcomes and revenue?

Accepted Answer

Yes. Outcome and revenue reporting helps you connect quote activity to what replied, converted, or went quiet, so you can understand which follow-up opportunities deserve attention.

Question 10

What safeguards and compliance practices are included?

Accepted Answer

Pingstead is designed for legitimate, consent-aware business communication. It does not invent prices, discounts, warranties, or availability; approved company facts keep drafts grounded; and automatic stop rules respect replies, declines, conversions, and opt-outs. Your team remains responsible for reviewing content and using the product lawfully.

Question 11

What happens after I create an account?

Accepted Answer

Your account opens the profile and access view with the 14-day trial active. From there, add a quote manually or by CSV, set your approved company facts, review the first assisted draft, and move into the follow-up desk to approve and schedule the sequence.

Question 12

How does the trial and pricing work?

Accepted Answer

You get 14 days with every customer-facing feature and no card is required. The trial ends without an automatic charge. If Pingstead is useful, hosted checkout offers a one-time $39 USD purchase for 30 days or $390 USD for 365 days; neither term renews automatically.

Question 13

How does payment work?

Accepted Answer

Sign in, choose the access term you want on the pricing page, and continue to hosted checkout. The checkout is explicit and server-priced: $39 buys 30 days and $390 buys 365 days. There is no automatic renewal, and you can purchase again only when you choose.