Features

Every capability that takes you from inquiry to signed contract.

Seven AI-powered surfaces, one workflow. Built for event and wedding planners — works for any service business that quotes complex jobs.

AI Intake Assistant

A 24/7 AI assistant that captures leads from your website and qualifies them.

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AI Quote Drafting

Describe the job in plain language and get a complete quote draft.

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Price Lists

Extract pricing from your website, menu, or rate sheet — AI does it.

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Client Portal

Branded view where clients accept, sign, and pay in one place.

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Contracts

Templates, merge fields, clause library, counter-signature.

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E-Signatures

Mobile-tuned signature pad. Both parties sign; document locks.

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Deposits & Invoicing

Stripe deposit collection + auto-generated invoices on acceptance.

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Organize the work

Everything for a job, in one place.

Beyond the AI-powered surfaces above, QuotePilot is also the dashboard that keeps your week organized — projects, tasks, calendar, clients.

Projects

Organize every quote, contract, and task for a job in one place. AI carries project context — name, scope, date, prior quotes — into every new quote you draft.

Tasks

AI-generated task lists from a project scope. Track what's done and what's next without leaving QuotePilot.

Calendar

Every event in one view — quotes, contracts, and project milestones on a single timeline.

Client CRM

Directory, profiles, and activity stats. Open any client to see every quote, contract, and project tied to them.

Plus the connective tissue
  • Branded everything — logo, color, contact info on every page
  • Currency support — USD, EUR, GBP, and more
  • Custom payment instructions on every invoice
  • Reliable client emails with open/click tracking
  • Mobile-first — clients sign and pay from their phones
  • Multi-user workspace with owner + viewer roles
  • Guided AI-chat onboarding
  • Branded PDF export for every quote, contract, and invoice
  • 14-day free trial, no credit card
FAQ

Frequently asked questions

How do I see what QuotePilot can do?+
This page lists every capability with a link to a dedicated deep-dive. Start with AI Intake Assistant if your top problem is lead capture, or AI Quote Drafting if it's slow proposals.
Is everything in one plan?+
Yes. The $49/month Pro plan includes every capability listed here. No tiers, no add-ons.
Can I try it free?+
Yes — every new account gets a 14-day free trial of the full product. No credit card required.
Begin

Start with a 14-day free trial.

Every capability above, free for 14 days. No credit card required.

Start free→See pricing