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QuotePilot

An AI quoting assistant for full-service event professionals.·quotepilot.tech

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$29–$49/mo · No free plan (14-day trial) See pricing ↓

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

Capture and qualify leads from a website or Instagram DMs via an AI assistantDraft a complete priced quote from a plain-language event descriptionExtract pricing from a rate sheet, website, or menuOffer named packages and Good/Better/Best tiered pricingDesign a quote into a themed, photo-rich proposalCollect e-signatures on quotes and contractsCollect deposits or full balances via StripeAuto-generate invoices on client acceptanceManage contracts with merge fields and clause libraryTrack quote views and client activityCoordinate events, deposits, contracts, and tasks on a shared business calendarRun a shared multi-user workspace with team roles

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

free trial
TypeWeb app
DeploymentCloud
PlatformsWeb
LanguagesEnglish
Forevent professionals, event planners, venues, caterers, decorators, florists, photographers, contractors, agencies, service businesses that send custom quotes
CompanyBrbox Systems LLC

Integrations

SquarespaceStripeShowitGoogle CalendarOpenAIShopifyInstagramWordPressWix

Resources

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.

Solo$29/mo

Annual billing is $290/year (two months free).

Up to 2 team members

Pro$49/mo

Marked 'Most popular'.

Unlimited team members

CustomQuote

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.

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Last checked 2 months ago·