Features

Every capability that takes you from inquiry to signed contract.

Ten AI-powered surfaces, one workflow. Built for event professionals — works for any service business that quotes complex jobs.

AI Intake Assistant

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

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AI Booking Page

A hosted, AI-designed booking page at your own link — photos, packages, and your intake chat built in.

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AI Quote Drafting

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

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Prices & Packages

Extract pricing from your website, menu, or rate sheet, then offer packages and tiers.

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Designed Proposals

One click designs your quote into a themed, photo-rich proposal — with a lookbook mode.

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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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Business Calendar

Events, deposits, contracts, and tasks on one timeline — with conflict detection and a feed.

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Run your business

Everything to run the business behind the bookings.

Beyond the AI-powered sales flow above, QuotePilot is the shared workspace your whole team runs on — projects, tasks, and clients, team roles, a live activity feed, and full version history, all on the business calendar.

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.

Client CRM

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

Team & roles

Invite your team into one shared workspace with owner and member roles. Everyone works from the same quotes, contracts, clients, and calendar — no forwarding, no duplicate logins.

Notifications & activity

A workspace activity feed and notification bell track every move — quote viewed, accepted, signed, deposit paid. Open the dashboard and see what happened while you were on-site.

Version history

Every quote, contract, and design is snapshotted on each change, with a side-by-side diff. See exactly what changed before you send — and clients see “previously $X, now $Y” if you revise after they accept.

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
  • 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 the AI Booking Page the same as the chat widget?+
No. The chat widget (part of the AI Intake Assistant) embeds on your own site as a floating assistant. The AI Booking Page is a complete hosted landing page at your own link — photo galleries, your packages, and that same chat built in. Use either, or both.
Can QuotePilot capture Instagram DMs as inquiries?+
Yes — Instagram DM capture is rolling out in early access. When a prospect messages your Instagram, the conversation lands in your QuotePilot inquiry inbox, the AI assistant drafts a reply, and you approve it or let it auto-reply.
How do I handle inquiries that come from Instagram instead of my website?+
With the Instagram DM integration (in early access), those conversations route into the same inquiry inbox as your website chat. The AI assistant handles the back-and-forth, captures structured details, and drafts a quote — same flow, different entry point.
Do designed proposals and the calendar cost extra?+
No. Designed proposals, the AI booking page, the business calendar, and everything else on this page are all in the single $49/month plan. No tiers, no add-ons.
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.
Can my team use QuotePilot together?+
Yes. Invite teammates into one shared workspace with owner and member roles. Everyone works from the same quotes, contracts, clients, and calendar — no forwarding chains and no duplicate logins.
How do I know when a client opens, accepts, or signs?+
A workspace activity feed and a notification bell track every move — quote viewed, accepted or declined, contract signed, deposit paid — and surface it on your dashboard, so nothing slips while you're on-site.
Can I see what changed on a quote or contract?+
Yes. Every quote, contract, and design is snapshotted on each change, with a side-by-side diff. If you revise a quote after a client has accepted, they see a clear 'previously $X, now $Y' alert.
Begin

Start with a 14-day free trial.

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

Start free→See pricing