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QuotePilot

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

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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

StripeSquarespaceWixWordPressShowitShopifyInstagramGoogle CalendarOpenAI

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.

Last checked 24 days ago·