Can I create a quote without AI?
Yes. You can start from a blank document and write all the content yourself. AI assistance is optional.
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Create Quotes
Create professional quotes without rewriting every text
OfferPilot guides small businesses in Switzerland and private individuals from a customer request to a reviewed PDF quote. Your price list and company details remain the basis; AI helps with wording but doesn't decide for you.
What a good quote needs to achieve
A quote should clearly show the customer what service they'll receive, which quantities and prices apply, and how long the offer is valid. At the same time, it needs to be quick for your business to create and easy to find again later.
OfferPilot combines customer data, your own line items, VAT rates, payment terms, and your branding into a repeatable workflow. The result isn't just any AI text, but an editable draft based on your own information.
Your own prices instead of invented figures
Prices are too important to leave to a language model. Save your common services in your price list and review new or special items before sending. Unknown prices remain visibly flagged as needing review.
You can manually adjust a quote at any time, add items, check discounts, and save a new version. Only once the content, recipient, and total are correct do you generate the PDF or send it to your customer.
For trades and small businesses in Switzerland
This workflow suits, for example, plumbing, heating, electrical, painting, cleaning, and smaller service businesses. What matters isn't the industry, but that recurring services and prices can be captured in a structured way.
Quote software doesn't replace professional calculation. It reduces repetitive typing and ensures that letterhead, customer data, items, and terms are all reviewed in the same place.
How it works with OfferPilot
- 1
Capture customer and job
Enter customer details and briefly describe the work or services being offered.
- 2
Review the draft
Check items, quantities, prices, VAT, wording, and the quote's validity.
- 3
Send the PDF
Generate the finished quote and only send it to the right recipient after your approval.
Checklist before sending
- Customer name and address are correct
- The scope of work is clear
- Quantities and unit prices have been checked
- VAT is shown correctly
- Validity and payment terms fit
- The email recipient has been verified
Frequently asked questions
Does OfferPilot use my own prices?
Yes. Saved items from your price list are carried over with their units and prices. You need to review new items yourself.
Can I edit the quote before sending it?
Yes. Every draft remains editable. OfferPilot never sends a document automatically without going through the intended sending or approval step.