PR-4693 · Live
Quote Pilot
The whole estimate process lives in one place. Quote Pilot hosts each estimate on a branded page and delivers it to the customer through the channel the Estimator prefers. If the customer goes quiet, follow-ups go out on their own by email, text, or AI call on a cadence the Estimator sets. When the customer accepts, the handoff into the sales software the business already runs happens automatically, so nothing has to be retyped. The Estimator sends the estimate and gets back the time they used to spend chasing 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. The time that used to go to chasing customers and retyping accepted quotes comes back for the next estimate.
How it works
The path from input to value.
- 01
The estimate is hosted and delivered
The estimate is presented to the customer on a branded template hosted on the platform, delivered through the Estimator's preferred channel.
- 02
Follow-ups go out automatically
If the customer has not responded, follow-ups go out on the configured cadence by email, text, or AI call.
- 03
Accepted estimates are handled
When a customer accepts, the platform triggers the configured downstream actions and hands the estimate into 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.
The Estimator sends five estimates and sets a calendar reminder to follow up Thursday if there's no response.
9:00 AMThe Estimator sends five estimates through Quote Pilot and moves on. The follow-up cadence starts on its own.
9:00 AMBefore
The Estimator sends five estimates and sets a calendar reminder to follow up Thursday if there's no response.
After
The Estimator sends five estimates through Quote Pilot and moves on. The follow-up cadence starts on its own.
They follow up on three of the five by email. Two get responses. One estimate slipped through with no follow-up because the reminder was missed.
11:00 AMFollow-ups have already gone out on schedule by email and text. Two responses are in, and the Estimator is notified about the ones that need attention.
11:00 AMBefore
They follow up on three of the five by email. Two get responses. One estimate slipped through with no follow-up because the reminder was missed.
After
Follow-ups have already gone out on schedule by email and text. Two responses are in, and the Estimator is notified about the ones that need attention.
A customer accepts. The Estimator copies the details into the CRM by hand and notifies the scheduling team.
2:00 PMA customer accepts. Quote Pilot triggers the downstream handoff automatically and the Estimator gets a notification. No manual transfer.
2:00 PMBefore
A customer accepts. The Estimator copies the details into the CRM by hand and notifies the scheduling team.
After
A customer accepts. Quote Pilot triggers the downstream handoff automatically and the Estimator gets a notification. No manual transfer.
Two estimates from last week are still open and the Estimator cannot tell whether they were ever read.
4:30 PMThe dashboard shows all five estimates: two accepted, two with follow-ups still scheduled, one declined. The full picture, with no chasing.
4:30 PMBefore
Two estimates from last week are still open and the Estimator cannot tell whether they were ever read.
After
The dashboard shows all five estimates: two accepted, two with follow-ups still scheduled, one declined. The full picture, with no 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 field service management functionality.
- ×Does not manage the sales pipeline beyond the estimate lifecycle.