Proposal generator

Accounting Quote generator

Turn a accounting brief into a quote covering books, reports, or a cleanup. Built for accountants who need to send something tonight.

Free plan: 5 proposals/month 路 Edit every line before you send

Try it now 路 no sign-up

Paste the brief, see the opening of your quote

0/1500 路 Don鈥檛 paste anything confidential. Previews are free, 3 per hour.

What this quote covers

Written for accountants

Paste the brief when the buyer asked for a number and you still need the assumptions written down. The draft is about books, reports, or a cleanup. You still set the fee and cut anything you would not say on a call.

  • Entities
  • Period covered
  • Software
  • What stays with the client

How it works

  1. 1Paste the brief or job post
  2. 2Check scope, fee, and assumptions
  3. 3Send a branded link they can sign
FAQ

Questions about the accounting quote generator

A accounting quote is the document accountants send before work starts. It spells out books, reports, or a cleanup, the fee, the timeline, and what changes cost extra.

Use one when the buyer asked for a number and you still need the assumptions written down. Writing it from a blank page takes the evening. DealPilot drafts the quote from the brief so you edit, price, and send a branded link the same day.

Entities. Period covered. Software. What stays with the client.

The free DealPilot plan includes 5 AI proposals a month, templates, and Stripe payment links. No credit card to start. You edit every line before it goes to the client.

Your AI envoy. Every client, every deal.

Generate the quote tonight

Paste the brief you already have. Edit the draft. Send a link the client can sign.

Free forever plan 路 No credit card 路 Instant access