FEATURE / AI Quote Drafting

Draft a quote from a sentence.

Describe the job — 'Backyard wedding, 80 guests, May, full florals and lighting' — and QuotePilot drafts the line items, prices each one from your saved rates, and writes the client-facing intro. You review and send.

Pulls rates from your price list · cites every line · edit by chatting
How it works

From a sentence to a complete quote.

Type how you describe the job. AI handles line items, prices, and the cover note.

01 / Describe

Type the job in plain language

Paste a client email, dictate from your phone, or type a one-line scope description. Cold inquiries, warm leads — any format works.

02 / Draft

AI proposes line items with sources cited

Every line shows whether the price came from your price list, a past quote, or an AI estimate. No black-box pricing.

03 / Edit by chat

Refine by chatting with the quote

'Add a setup fee', 'bump the venue to $4,500', 'make the floral arrangements optional' — AI applies your changes in seconds.

What you can do

AI that actually knows your prices.

Not a template generator. A drafting assistant that pulls from your rates, learns from your past quotes, and shows you exactly where each number came from.

Chat assistant

AI assistant on every quote

Sitting alongside every quote is a chat that helps you draft, refine, or completely redraft in plain language. It applies your edits and shows the diff.

Knowledge reuse

Learns from past quotes

Every quote you send teaches the system. By your tenth quote, similar jobs draft themselves from prior decisions.

Rate source transparency

Cites every line

Each line item shows whether the price came from your curated price list, a past quote, or an AI estimate. Never wonder where a number came from.

04

Suggested + optional items

AI flags upsells as 'suggested' and uncertain pricing as 'optional' — making upsells and edge cases visible instead of hidden.

05

Line item sections

Group by 'Venue rental', 'Florals', 'Coordination' so long quotes stay readable in the PDF.

06

Custom line item columns

Add 'Hours', 'Staff count', 'SKU' — your custom data appears in the client view and PDF.

07

Project-aware drafting

Start a quote from a project or inquiry and AI carries the context — project scope, location, date, past quotes — automatically. Same flow from the project page or the inquiry inbox.

08

Undo

Made a mistake? Hit undo to revert the last change. Every edit is reversible.

09

Quote dashboard

Your full ledger in one view: sortable by client, total, sent date, status, payment status.

Real-world examples

From wedding florals to corporate catering.

Describe the job in your words. AI handles the structure.

Full-service wedding

'Full wedding planning for Sarah & James — 150 guests, outdoor ceremony at Rosewood Estate, cocktail hour, seated dinner, DJ, floral centerpieces for 20 tables, bridal party florals, day-of coordination'

Broke this into 8 line items, applied the couple's $15k budget, suggested 4 head-table arrangements as an upsell.

Catering company

'TechCorp holiday party, 200 guests, buffet style with dietary alternatives (vegan, gluten-free, kosher), 2 bartenders, dessert station, branded napkins'

Per-head buffet pricing, separate line items for dietary alternatives, AV add-ons priced from past corporate quotes.

Event venue

'Saturday October wedding rental — 120 guests, ceremony on the lawn, reception in the barn, bar package included, planner allowed to bring outside catering'

Per-headcount venue tier with bar add-on; 'outside catering' flag as a line item.

Decorator

'Gala for the Met — 400 guests, white florals throughout, gold draping on every wall, table arches on 20 tables, lighting design, full breakdown by 2am'

Itemized florals, draping linear-footage, table arches, lighting hours, breakdown labor as separate lines.

FAQ

Frequently asked questions

How does the AI know my prices?+
It pulls from your saved price lists (which you can build from PDF, CSV, image, or text). It also learns from every quote you send — over time your tenth quote drafts itself.
Can I edit a drafted quote?+
Yes — everything is editable. Direct edits on any line item, or chat-driven edits like 'add a setup fee' or 'bump the venue to $4,500.' The AI applies changes and shows the diff.
What if the AI estimates wrong?+
Every line cites its source. AI estimates are clearly labeled 'AI estimate' — you see them before sending and can correct or override. Once you correct, the AI learns your real price.
Does it work for non-wedding events?+
Yes. Corporate events, milestone parties, galas, destination events, catering jobs, venue rentals, decor builds — any service business that quotes per-job.
Can I draft a quote from an email a client sent me?+
Yes. Paste the email into the chat — AI extracts the scope, drafts line items against your rates, and prepares the cover note.
Does the AI ever invent prices?+
When a price isn't in your price list or past quotes, AI estimates it and labels the line 'AI estimate' — clearly distinct from your real rates. You decide whether to keep, edit, or remove.
Begin

Stop quoting from memory.

AI drafts from your rates · sources cited · chat to refine · 14-day free trial