QuotePilot
An AI quoting assistant for full-service event professionals.·quotepilot.tech
QuotePilot is inquiry-capture and quoting software for service businesses that send a custom quote for every job, primarily event professionals such as planners, venues, caterers, decorators, florists, and photographers. An embedded AI assistant captures and qualifies leads from a website or Instagram DMs 24/7, then drafts a priced, signable proposal from the business's own saved rates. Clients review, e-sign, and pay a deposit via Stripe from one link, and QuotePilot auto-generates an invoice on acceptance while also managing contracts, a business calendar, and team workspace.
What it's for
Features 20
- AI Intake Assistant for websites and Instagram DMs
- AI-designed hosted booking page with seven templates and photo import
- Auto-generated invoices with due dates
- Auto-learned rates from every quote sent
- Branded PDF export
- Business calendar with conflict detection and subscribable feed
- Chat-based quote editing and refinement
- Client portal with no login required
- Contract templates with merge fields and clause library
- E-signatures with audit trail
- Embeddable chat widget for Squarespace, Wix, WordPress, Showit, Shopify
- Multi-section proposals with optional add-ons
- Named packages and tiered pricing (Good/Better/Best, option groups)
- One-click designed, photo-rich proposals with lookbook mode
- Projects, tasks, and client CRM
- Quote drafting from saved rates and past proposals
- Quote version history with timestamped snapshots
- Stripe deposit collection on acceptance
- Structured required intake fields with completeness tracking
- View tracking on quotes
At a glance
Integrations
Pricing
Custom plan is quote-based ('Let's talk') with no listed price. Founding-member promotion offers Pro features at Solo's $29/month price for the first 20 customers, limited seats, via emailing hello@quotepilot.tech for a code.
Annual billing is $290/year (two months free).
Up to 2 team members
Marked 'Most popular'.
Unlimited team members
Quote-based; contact founders directly, no listed price.
For agencies with custom needs
Founding-member offer: first 20 customers get Pro (unlimited seats) at the Solo price of $29/month, locked in for as long as subscribed, via a promo code.