QuotePilot
Built for event professionals

Quoting software that gets event planners paid faster

Stop quoting from memory. Describe the event, get a professional quote in seconds. Your clients accept online, sign electronically, and pay the deposit — all in one link.

See pricing

No credit card required · 14-day Pro trial

The problem

Event planners lose money on every quote they build manually

Forgotten line items, lost versions, and unpaid invoices add up. QuotePilot fixes all three.

Quoting from memory

You price events in your head, forget line items, and end up doing work for free. Every quote starts from scratch because nothing is saved.

Version chaos

Client wants changes. You edit the quote, email it back, they want more changes. Old versions are gone. You can't remember what was agreed.

Chasing payments

No deposits, no payment links, manual invoicing. Clients accept verbally but never pay on time. You're an event planner and a debt collector.

How it works

From event description to paid invoice in three steps

01

Describe the event

Paste the client's email, type a rough scope, or describe the event in plain language. The AI drafts a complete, itemized quote using your saved rates.

02

Review, adjust, send

Edit anything by chatting ('add a 10% discount', 'change the setup fee to $500'). When it looks right, send it. Your client gets a branded proposal link.

03

Client accepts and pays

Your client reviews the quote, signs electronically, and pays the deposit online. An invoice is generated automatically. No chasing required.

Features

Everything event planners need to quote and get paid

No CRM, no scheduling, no project management. Just deeper, faster quoting.

AI quote drafting

Describe the event and QuotePilot builds a full quote from your saved pricing. Weddings, corporate events, private parties — it handles them all.

Deposit + balance flow

Split any quote into deposit and remaining balance. Once the deposit is paid, line items lock — nothing changes between signing and final payment.

Version history

Every edit creates a timestamped snapshot. Compare revisions, restore old versions, or send any past revision to your client. Nothing gets lost.

E-signatures

Clients accept with a digital signature directly on the quote. No printing, scanning, or back-and-forth. Legally binding and stored with the quote.

Branded client portal

Your client gets a clean, professional link to view the quote, ask questions, accept or decline — no login required on their end.

Pricing that learns

QuotePilot remembers your rates, line items, and client preferences. Your 50th quote is dramatically faster than your 1st because the AI gets smarter with every send.

Use cases

One tool for every type of event

Whether you plan weddings or provide DJ services, QuotePilot adapts to your workflow.

Weddings

Full-service planning, day-of coordination, floral, decor, vendor management — all as line items with optional add-ons.

Corporate events

Conferences, team offsites, product launches. Handle complex multi-day scopes with clear pricing per service.

Private parties

Birthdays, anniversaries, milestone celebrations. Quick quotes for simpler events that still look professional.

Vendors & services

DJs, photographers, mobile bars, caterers, florists. Quote your services to planners or directly to clients.

FAQ

Frequently asked questions

How does the AI know my prices?+
Upload your rate sheet (PDF, CSV, or image) or type your services in. QuotePilot extracts and organizes your pricing. Every future quote pulls from your saved rates. The AI also learns from every quote you send, getting smarter over time.
Can I customize quotes after the AI drafts them?+
Yes — everything is editable. You can adjust prices, add or remove items, change descriptions, or just chat with the AI: 'add a 10% discount' or 'make the floral arrangements optional.' You're always in control.
How do deposits and payments work?+
Set a deposit percentage on any quote. When the client accepts, they pay the deposit via Stripe. The remaining balance is collected later. Line items lock after deposit so nothing changes between signing and final payment.
Is there a free plan?+
Yes. Every new account gets a 14-day free trial of Pro. After that, there's a free Starter plan with up to 5 quotes per month. Pro is $29/month \u2014 flat, no tiers. See the full pricing breakdown.
How is this different from HoneyBook or Dubsado?+
HoneyBook and Dubsado are full business management platforms with CRM, contracts, scheduling, and automations. QuotePilot only does quoting and invoicing \u2014 but goes deeper. AI drafting, version history, knowledge reuse, and deposit splits are features those platforms don't offer. See the full comparison with HoneyBook.
Can my clients sign quotes electronically?+
Yes. Clients receive a tracking link where they can view the quote, accept with a digital signature, or decline with a message. No login required on their end.

Your next event quote, drafted in seconds

Join event planners who stopped quoting from memory and started getting paid faster. Free to start, no credit card required.

Free to start No credit card Set up in 2 min