Built for the way event professionals actually work.
QuotePilot is an AI-powered sales workflow for everyone in the event industry who quotes custom jobs — planners, venues, caterers, decorators, florists, photographers. Capture leads with an AI assistant, draft quotes from a sentence, sign contracts that fill themselves in, and collect deposits when clients accept. One tool, one workflow.
Why this exists.
Every custom-quote business reinvents the same Google-Doc proposal workflow. Type the line items by hand. Quote from memory. Lose the draft when the client wants a change. Forget what version they actually accepted. Chase the deposit two weeks before the event. Repeat.
Event professionals get hit hardest because every job is bespoke — different venue, different headcount, different scope, different rate negotiation. A generic CRM-with-proposal-templates doesn't solve quoting; it just adds template-wrangling on top.
QuotePilot is built around one idea: AI should handle the quoting work that's actually repetitive — drafting from your saved rates, learning from your past quotes, resolving contract merge fields, fielding the late-night inquiries that come through your website. The rest of the workflow — what you sign, what you charge, what the client sees — stays under your control.
Ten AI-powered surfaces, one workflow.
From the AI Intake Assistant that captures leads on your website, through to the deposit collection and auto-generated invoice. Each surface has a deep-dive page.
A 24/7 AI assistant that captures leads from your website or Instagram DMs and qualifies them.
Learn more →A hosted, AI-designed booking page at your own link — photos, packages, and your intake chat built in.
Learn more →Describe the job in plain language and get a complete quote draft.
Learn more →Extract pricing from your website, menu, or rate sheet, then offer packages and tiers.
Learn more →One click designs your quote into a themed, photo-rich proposal — with a lookbook mode.
Learn more →Branded view where clients accept, sign, and pay in one place.
Learn more →Templates, merge fields, clause library, counter-signature.
Learn more →Mobile-tuned signature pad. Both parties sign; document locks.
Learn more →Stripe deposit collection + auto-generated invoices on acceptance.
Learn more →Events, deposits, contracts, and tasks on one timeline — with conflict detection and a feed.
Learn more →Built with planners, not for them.
QuotePilot is built by a small team working closely with LA-based wedding and event planners, venues, and caterers. Most features came from a planner saying “why can't this just do X?” — the AI Intake Assistant, the rate-source citations, the optional-item toggles in the client portal, the contract merge fields that auto-resolve from linked projects.
We positioned for “event professionals” rather than just “wedding planners” because the same workflow fits venues, caterers, decorators, florists, and photographers. The strategist's direction — concentrate sales effort on planners first — shapes our outreach, not who we welcome.
Start with a 14-day free trial.
Every capability above, free for 14 days. No credit card required.