Estimate approval software
Make contractor estimates easier for customers to approve.
QuotePilot helps contractors send private quote links with clear customer response options, then keeps every open estimate visible for follow-up.
Search intent
A contractor wants customers to approve estimates online and wants the quote status tracked afterward.
Built for
Contractors who want a cleaner customer approval path than PDFs, screenshots, or long text threads.
Why it matters
The easier the quote is to review, the easier it is for the customer to move from interest to approval.
The problem
Open quotes need a system, not memory.
- Customers lose PDF attachments and old text messages.
- Approval, decline, and question responses arrive in different places.
- You cannot tell which sent quotes still need attention.
The QuotePilot angle
Turn sent estimates into a visible follow-up queue.
- Send a private quote link customers can open on mobile.
- Give customers clear approve, decline, and question options.
- Keep approval status connected to the lead and quote.
- Follow up on open estimates that have not moved forward.
Workflow
From rough notes to the next follow-up.
Step 01
Draft and review the estimate.
Step 02
Send a private customer quote link.
Step 03
Watch the quote status as the customer responds.
Step 04
Follow up when the estimate sits open too long.
FAQ
Questions contractors ask before changing follow-up.
Can customers approve estimates without an account?
Yes. Customers review private quote links without needing their own QuotePilot login.
Can customers ask questions instead of approving?
Yes. The quote response flow supports approval, decline, and questions so the conversation stays tied to the estimate.
Does approval tracking replace follow-up?
No. Approval tracking shows where the quote stands, and follow-up helps move open estimates toward a decision.
Related contractor resources
Keep exploring the quote follow-up workflow.
Want to see it working?
Open the demo and see how QuotePilot turns rough job notes into a quote workflow with follow-up visibility.
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