Consistent client-facing proposals
Every proposal is rendered from a locked version, so the document a client receives always matches the numbers your team approved, even when several people worked on it.
Solutions
For agencies turning client briefs into supplier scopes
Agencies carry the commercial risk of the whole event, not one department of it. QuotePilot keeps the scope, the supplier lines and the approval trail in one place instead of across five email threads.
Clear approval boundaries
Estimators build and price. Owners and admins approve discounts and lock versions. Viewers can read a quote without seeing cost or margin.
A record you can stand behind
Role changes, ownership transfer, discounts and locking all write an audit entry with the authenticated actor and a timestamp.
What stays separate
- Recommendations from assistance, so you always know what a person approved.
- Optional items from mandatory scope, so the client sees add-ons clearly.
- Locked versions from working drafts, so nothing changes under a client.
- Each company's data from every other company, enforced in the database.
Working with suppliers
Most agencies hold a mix of in-house rates and supplier quotes. You can enter supplier lines directly with their own unit and cost, then manage your margin on top. Where a supplier quote arrives as a document, paste the text into the brief and review what is extracted before accepting it.
QuotePilot does not send work orders or pay suppliers. It produces the approved scope and proposal that you take to them.
Bring one brief with several suppliers
Paste the client brief, add supplier lines as you normally would, and see whether the approval trail is clearer than the spreadsheet version.