Built for the way event planners actually work.

QuotePilot is the inquiry capture and quoting platform for full-service event and wedding planners. Clients reach you through a chatbot on your website. Inquiries become draft quotes automatically. You review, send, and collect deposits — all in one workflow that learns your rates as you go.

QuotePilot includes an embeddable chatbot that captures leads from your website 24/7, automatic quote drafting from saved rates and past proposals, multi-section proposals with optional add-ons, electronic signatures, deposit collection via Stripe, branded client portals, view tracking, and full version history with PDF snapshots. Designed for planners who manage multi-vendor weddings, corporate events, and social celebrations end-to-end — from the first inquiry through the final payment. Free 14-day Pro trial. Plans start at $49/month.

The problem

Sound familiar?

A prospective client fills out your contact form with the bare minimum — no date, no guest count, no budget. You spend 20 minutes drafting a quote from scratch in Google Docs. They want the floral package upgraded. You edit, re-export, re-send. You wonder if they opened it. You don't know. The event's in 6 weeks and you're still chasing the deposit.

With QuotePilot:

• Your AI Intake Assistant captures the event date, guest count, venue, and scope before you wake up.
• Describe the event. QuotePilot drafts from your saved packages and rates.
• Edit by chatting. Every revision saved. The client sees what changed.
• Know the moment they open the proposal. Send a follow-up with one click.
• They accept, sign, and pay the deposit. Quote becomes an invoice automatically.

How it works

From inquiry to paid invoice in three steps.

01 — Clients chat with your bot

Embed the AI Intake Assistant on your website. Clients describe their event through conversation — date, guest count, venue, services. You get a structured brief overnight.

02 — QuotePilot drafts the quote

Click “Draft from inquiry” or paste a client email. QuotePilot pulls from your saved rates, calculates totals, and writes the proposal text. Ready for your review.

03 — Send, sign, get paid

One click sends a branded quote. Clients accept with a signature, pay the deposit online, and the quote becomes an invoice automatically. Balance reminders go out before the event.

What makes it different

Most quoting tools ask you to fill out forms. QuotePilot starts the work for you, then learns your business as you go.

Inquiry bot — embed or share a standalone link

Embed the chatbot on your website, or share a branded standalone page from your social bio. Clients describe their event through a real conversation. Your bot qualifies them, captures the details, and hands you a brief that drafts itself into a quote.

Chat-first editing

Edit quotes by chatting. “Add a second photographer for $2,500.” “Change the floral package to premium.” No form fields, no templates.

Learns your rates

Saves rates from every quote you send. By your tenth wedding, QuotePilot knows your floral packages, coordination fees, and rental pricing better than any tool you've used.

Adaptive proposal layouts

Multi-section proposals with optional add-ons clients can toggle. QuotePilot picks the right format automatically — per-event, per-person, per-day for destination weddings.

Edit protection after deposits

Once the client pays the deposit, the agreed line items are locked. Major changes trigger a re-acceptance. Your client's receipt and your records always match.

Quote version history

Every revision saved as a timestamped snapshot. Compare versions, restore old ones, or send any past revision in one click.

Who it's for

Full-service event and wedding planners. Planners who manage multi-vendor proposals end-to-end.

• Wedding planners— Full-service, day-of coordination, and destination weddings.
• Corporate event planners— Galas, conferences, holiday parties, and product launches.
• Social event planners— Milestone celebrations, anniversaries, and private parties.

Already using HoneyBook, Aisle Planner, or Dubsado for client management? QuotePilot's AI Intake Assistant and quote drafting work alongside your existing setup — most planners install it in 30 minutes without changing anything else.