Product

Quoting software that keeps a person in charge of the price

QuotePilot handles the repetitive reading, matching and arithmetic of event quoting. It stops short of committing you to a number. That decision stays with your team.

Brief intake that keeps the original

Paste a client email, meeting notes or a scope document, or upload a supported file. The original text is stored with the quote so anyone reviewing later can see exactly what the client said.

Facts, reasonable requirements and open questions are listed separately
Instructions hidden inside client content are treated as data, not commands
A failed analysis never loses the brief you pasted

Catalogue matching you control

Every suggestion is matched against equipment, labour, services, travel and consumables you maintain. Matches carry a confidence value and an explanation. Anything without a match is held for a person to price.

Cost rate and sell rate are stored separately
Line items keep a snapshot of the name, unit and rate at the time of quoting
Later catalogue changes never rewrite an old quote

Commercial maths that does not drift

Quantities, rates, approved discounts, tax, gross profit and margin are calculated by database rules. The totals on a quote cannot be typed over from a browser.

Optional items stay out of the mandatory total until selected
Minimum margin thresholds raise a visible warning
Discounts require an owner or admin role

Review before anything is sent

QuotePilot raises the questions it could not answer, the technical risks it noticed and the commercial warnings it calculated. You accept or reject each recommendation before it becomes an approved line item.

A transparent health score with the checks that produced it
Locking a quote records who locked it and when
Editing a locked quote creates a new version

Proposals tied to an exact version

When a quote is locked, QuotePilot renders a PDF proposal from that locked version. The client sees the numbers your team approved, not a later draft.

A public link can be shared with the client without exposing your workspace
Sending is a deliberate action, never automatic
Every proposal references a specific locked version

A record of what happened

Locking, discount changes, role changes and ownership transfer write an audit entry. Owners and admins can read the history for their own company only.

Audit entries record the authenticated actor, not a supplied id
Each company's data is isolated by row level security
Service credentials never reach the browser

What QuotePilot will not do

The limits matter as much as the features. QuotePilot is deliberately not an unsupervised pricing authority.

NoIt will not invent a price, rate, discount or tax figure.
NoIt will not send a proposal, email a client or charge a card on its own.
NoIt will not change a locked quote or an already sent version.
NoIt will not give a viewer access to cost or margin detail.
NoIt will not let an admin remove or replace the last owner.
NoIt will not treat instructions inside a client brief as commands.

Try it on a brief you already know the answer to

Build a small catalogue, paste a real brief and compare what QuotePilot proposes with your own estimate. That is the fastest way to judge it.

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