--- title: "QuotePilot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QuotePilot Software - reviews, pricing plans, popular comparisons to other CPQ products and more." source_url: "https://www.capterra.com/p/10040506/QuotePilot/" page_type: "product" language: "en" --- # QuotePilot Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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 quoting and proposal platform for event professionals — planners, venues, caterers, decorators, florists, and photographers who quote custom jobs. Describe the event in one sentence and QuotePilot drafts a complete, priced proposal from your own price list — photo-rich, in your branding, ready to send. The AI learns from every proposal you send, so drafts get more complete over time. Clients review, e-sign, and pay the deposit from a single link — no PDFs, no separate invoices, no chasing payments. Contracts with auto-resolving merge fields, Stripe deposits, auto-generated invoices, Good/Better/Best tiers with optional add-ons, version history, and a business calendar round out the workflow. An AI intake assistant for your website and Instagram DMs feeds structured briefs straight into drafts. Every capability in every plan — from $29/month, no per-seat fees. 14-day free trial, no credit card required. ## What is QuotePilot used for? [CPQ](https://www.capterra.com/cpq-software/)[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 Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for QuotePilot?[Manage this product listing](https://www.g2.com/products/quotepilot/claim_requests/new?auto=true) ## QuotePilot Overview Updated September 2026 AI summary QuotePilot provides small businesses with web-based tools for creating, managing, and tracking quotes and proposals. It covers quoting essentials such as automated quoting, pricing management, and electronic signatures, and extends to features like customizable branding and document management. Notably, it includes AI-driven capabilities, an activity dashboard, and a client portal to enhance workflow and client interactions. ## 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 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/) Starting Price $49 Flat Rate, Per Month Starting Price $150 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (96) Value For Money 0.0 (0) Value For Money 4.3 (81) Customer Service 0.0 (0) Customer Service 4.5 (91) ## QuotePilot alternatives [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (96)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [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 [Learn More](https://www.capterra.com/p/135691/QuoteWerks/) Highest Rated [Vendori](https://www.capterra.com/p/10026164/Vendori/) [5.0 (2)](https://www.capterra.com/p/10026164/Vendori/#reviews) Starting price $75.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10026164/Vendori/) [Apropo](https://www.capterra.com/p/236415/Apropo/) [4.9 (20)](https://www.capterra.com/p/236415/Apropo/#reviews) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236415/Apropo/) ## FAQs about QuotePilot Overview ### What company size and specific industries is QuotePilot built for? QuotePilot is designed for small to mid-sized event businesses that quote custom jobs, including wedding and event planners, venues, caterers, decorators, florists, photographers, and similar vendors. It fits service providers in the events and hospitality space that send a different proposal for each inquiry. Features and Usability ### What are the key features of QuotePilot? QuotePilot offers automated quoting, estimating, and proposal generation, plus pricing management with pricing and cost calculations. It also includes billing and invoicing, electronic signature, document management, and a client portal. Additional features include customizable branding, customizable fields, audit trail, reminders, reporting and statistics, and template management. 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. A free trial is available. The plan includes AI-powered quote generation, a client portal with e-signatures, email follow-ups, branded PDF export, priority support, quote templates, unlimited price lists, and unlimited quotes. 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 setup and direct instruction, while documentation offers written reference material for self-paced review and ongoing feature lookup. 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 is available on support experience, so support quality, response times, and helpfulness cannot be assessed from user comments. ## Features AI summary Based on 1,847 CPQ reviews Capterra data shows that buyers of quoting software rank the following features as their top priorities: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) QuotePilot supports all three of the features reviewers rate most highly: **Quotes/Estimates**, **Billing & Invoicing**, and **Pricing and Cost Calculations**. Together, these capabilities help businesses create accurate quotes, manage charges and invoices, and calculate pricing with greater consistency, allowing teams to move from estimate to payment more efficiently. 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 ### All Features - 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 - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Estimating: Estimate expected cost based on various factors before a project begins - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Template Management: Create, save, and re-purpose templates for emails, forms, etc. --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10040506/QuotePilot/pricing/) 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.