# QuotePilot Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about QuotePilot Software - reviews, pricing plans, popular comparisons to other Quoting products and more.

Source: https://www.capterra.com/p/10040506/QuotePilot

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# 

 QuotePilot Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

QuotePilot

## What is QuotePilot?

QuotePilot is an AI-powered proposal software that converts job descriptions into professional, branded quotes. The platform pulls pricing from custom price lists, calculates totals, and generates polished quotes ready to send to clients. Chat-based editing allows refinement through a conversational interface, making changes such as adjusting rates or updating line items. The software manages price lists by extracting and organizing data from various formats automatically. QuotePilot streamlines quoting with dynamic layouts tailored to industries, secure online client portals for quote acceptance, and auto-generated invoices. Additional features include quote tracking, branded PDF exports, and templates.

## What is QuotePilot used for?

[Quoting](https://www.capterra.com/quoting-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$49

Flat Rate, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### QuotePilot

0.0

VS.

[4.6 (1,463)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

$49

Flat Rate, Per Month

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.6 (1,423)

Value For Money

0.0 (0)

Value For Money

4.4 (1,227)

Customer Service

0.0 (0)

Customer Service

4.6 (1,376)

## QuotePilot alternatives

[4.6 (466)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Starting price

$78.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/)

Starting price

$28.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## FAQs about QuotePilot

Overview

### What company size and specific industries is QuotePilot built for?

QuotePilot is designed for small to mid-sized service businesses and contractors in industries such as IT consulting, design, cleaning, wedding planning, catering, photography, landscaping, electrical work, plumbing, and marketing agencies.

Features and Usability

### What are the key features of QuotePilot?

QuotePilot offers automated quoting, estimating, quotes and estimates, proposal generation, and pricing management with pricing and cost calculations. It also includes billing and invoicing, electronic signature, document management, client portal, customer history, customizable branding and fields, template management, reminders, reporting and statistics, audit trail, activity dashboard, and AI Copilot.

Talk to an expert

### More questions?

Ask our experts

Pricing

### How much does it cost and what fees or limitations are included?

QuotePilot starts at $49 per month for the Pro Plan, a flat-rate option designed for growing businesses. It includes AI-powered quote generation, a client portal with e-signatures, email follow-ups, PDF export with branding, priority support, quote templates, unlimited price lists, unlimited quotes, and a free trial.

Getting Started and Support

### What training and onboarding options does QuotePilot offer?

QuotePilot provides live online training and documentation to help teams get started. Live online sessions support guided instruction and setup, while documentation offers written reference material for self-paced learning and feature review.

Getting Started and Support

### What customer support options does QuotePilot offer?

QuotePilot provides Email/Help Desk support and an FAQ/Forum for self-service help. No reviewer feedback about support quality is available in the catalog data, so user experience details such as response times or helpfulness are not described here.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Automated Quoting

Generate rule-based quotes for clients automatically

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

QuotePilot 21 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A record of all activities within the system, including user access, changes made, etc.

Generate rule-based quotes for clients automatically

Create, manage, and send invoices or bills to customers

Private online space that lets businesses securely share documents and provide information access to clients

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Track products that are for sale at a reduced price or part of coupon promotions

Store, manage, and track all electronic documents in a centralized location

Digitally sign online documents

Estimate expected cost based on various factors before a project begins

Use AI to generate content in the form of text, images, videos, etc.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, save, and re-purpose templates for emails, forms, etc.

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## Pricing

Free Trial

Pro Plan

$49.00

Flat Rate,Per Month

It includes:

-   Unlimited quotes
-   Unlimited price lists
-   AI-powered quote generation
-   PDF export with branding
-   Email sending with follow-ups
-   Client portal with e-signatures
-   Quote templates
-   Priority support

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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