PR-4693 · Live
Quote Pilot
The entire estimate process all in one place. Branded estimates are hosted and delivered, follow-ups go out automatically via email, text, or AI call on a configured cadence, and when a customer accepts, the handoff to existing sales software happens without the Estimator touching it.
The promise
The Estimator sends the estimate and the platform takes it from there. Follow-ups go out on schedule, and accepted estimates land in the right system without any manual handoff.
How it works
The path from input to value.
- 01
The estimate is hosted and delivered
The estimate is presented to the customer through a branded template hosted on the platform, delivered via the Estimator's preferred channel.
- 02
Follow-ups go out automatically
If the customer hasn't responded, follow-ups are sent on the configured cadence via email, text, or AI call.
- 03
Accepted estimates are handled
When a customer accepts, the platform triggers the configured downstream actions, integrating with the existing software that touches the sales process.
- 04
The Estimator stays focused on selling
The follow-up cadence, the delivery, and the handoff all run without the Estimator managing them.
The day before. The day after.
Same moments. Lived differently.
Estimator sends five estimates. Sets a calendar reminder to follow up Thursday if no response.
9:00 AMEstimator sends five estimates through QuotePilot and moves on. Follow-up cadence starts automatically.
9:00 AMBefore
Estimator sends five estimates. Sets a calendar reminder to follow up Thursday if no response.
After
Estimator sends five estimates through QuotePilot and moves on. Follow-up cadence starts automatically.
Follows up on three of the five by email. Two get responses; one estimate slipped through without a follow-up because the reminder was missed.
11:00 AMFollow-ups have already gone out on schedule via email and text. Two responses have come in. The Estimator is notified about the ones that need attention.
11:00 AMBefore
Follows up on three of the five by email. Two get responses; one estimate slipped through without a follow-up because the reminder was missed.
After
Follow-ups have already gone out on schedule via email and text. Two responses have come in. The Estimator is notified about the ones that need attention.
Customer accepts an estimate. Estimator manually copies the details into the CRM and notifies the scheduling team.
2:00 PMCustomer accepts an estimate. QuotePilot triggers the downstream handoff automatically. Estimator is notified. No manual transfer.
2:00 PMBefore
Customer accepts an estimate. Estimator manually copies the details into the CRM and notifies the scheduling team.
After
Customer accepts an estimate. QuotePilot triggers the downstream handoff automatically. Estimator is notified. No manual transfer.
Two estimates still open from last week. Estimator cannot tell whether they were read or not.
4:30 PMDashboard shows all five estimates: two accepted, two with scheduled follow-ups pending, one declined. Full picture without chasing.
4:30 PMBefore
Two estimates still open from last week. Estimator cannot tell whether they were read or not.
After
Dashboard shows all five estimates: two accepted, two with scheduled follow-ups pending, one declined. Full picture without chasing.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not generate or price the estimate — the Estimator still owns what goes on it.
- ×Does not handle declined estimates or negotiate on the Estimator's behalf.
- ×Does not replace CRM or FSM functionality
- ×Does not manage the sales pipeline beyond the estimate lifecycle.