--- title: "Phasio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Phasio Software - reviews, pricing plans, popular comparisons to other Product Configurator products and more." source_url: "https://www.capterra.com/p/10031896/Phasio/" page_type: "product" language: "en" --- # Phasio Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Phasio ## What is Phasio? Phasio is a manufacturing software platform designed for quoting and production management. The system provides instant quoting capabilities, order management functionality, and shop floor coordination for additive, CNC, and injection molding manufacturers. Phasio features workflow management that analyzes CAD files, suggests materials, identifies manufacturability issues, and generates automated workflows. The platform includes real-time tracking of production stages, multi-process workflow orchestration, capacity planning, and manufacturing intelligence that stores historical order data and manufacturing constraints. The software supports major CAD file formats including STL, STEP, IGES, OBJ, and 3MF, enabling manufacturers to streamline operations from initial quote to final inspection while maintaining quality control and traceability throughout the production process. ## What is Phasio used for? [Quoting](https://www.capterra.com/quoting-software/)[Product Configurator](https://www.capterra.com/product-configurator-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $330 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Phasio?[Manage this product listing](https://www.g2.com/products/phasio/claim_requests/new?auto=true) ## Phasio Overview Updated September 2026 AI summary Phasio offers cloud-based quoting software for businesses of all sizes, featuring contact and document management, contract handling, estimating, and customizable templates. Its tools support pricing calculations, quote generation, catalog management, and workflow automation, with optional activity dashboards and reporting. Phasio integrates with Xero for accounting and supports branded customization to align with company identity. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Phasio 0.0 VS. [4.6 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/) Starting Price $330 Flat Rate, Per Month Starting Price $150 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (96) Value For Money 0.0 (0) Value For Money 4.3 (81) Customer Service 0.0 (0) Customer Service 4.5 (91) ## Phasio alternatives [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.6 (498)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.7 (2,747)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars ## FAQs about Phasio Features and Usability ### What are the key features of Phasio? Phasio includes activity dashboard, catalog management, contact management, contract and license management, and document management for organizing sales and records. It also offers estimating, quotes and estimates, pricing and cost calculations, reporting and statistics, customizable fields, customizable branding, template management, and workflow management for standardizing processes. Pricing ### How much does it cost and what fees or limitations are included? Phasio starts at $330 per month for the Startup plan, with the Pro plan at $880 per month. Both are flat-rate subscriptions, and a free trial is available. Startup includes CAD file analysis, customer storefronts, PO ordering, unified SMS/Email with 3D part comments, and e-commerce checkout. Integrations ### Which third-party tools and platforms does Phasio integrate with? Phasio integrates with Xero for accounting and finance workflows. The catalog list currently includes this third-party platform, giving teams a direct connection to manage billing and accounting data alongside Phasio. Getting Started and Support ### What training and onboarding options does Phasio offer? Phasio provides documentation for training and onboarding. Documentation gives teams written reference material for learning product features, reviewing setup steps, and checking usage details as needed. No other training formats are listed in the catalog data. Getting Started and Support ### What customer support options does Phasio offer? Phasio provides email/help desk support. With no reviewer feedback available on support experiences, user sentiment on response speed, helpfulness, or common issues cannot be assessed from the catalog data. ## Features AI summary Based on 1,847 Product Configurator reviews Capterra data shows that buyers of quoting software rank the following features as their top priorities: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) Phasio includes **Quotes/Estimates** and **Pricing and Cost Calculations**. However, it does not offer **Billing & Invoicing**. With **Quotes/Estimates**, teams can create and share accurate proposals faster, while **Pricing and Cost Calculations** helps businesses set consistent prices and protect margins. Together, these features help businesses respond to customers more quickly, improve quote accuracy, and make better pricing decisions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contact Management Manage, organize, and store contact information Contract/License Management Track, store, and access client contracts or licenses Customizable Branding Add customized logos and colors to align with company branding Customizable Fields Customize data fields to support various needs and use cases Phasio 13 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Document Management: Store, manage, and track all electronic documents in a centralized location - Estimating: Estimate expected cost based on various factors before a project begins - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10031896/Phasio/pricing/) Startup $330.00 Flat Rate,Per Month It includes: - CAD file analysis - Customer storefronts - Unified SMS/Email with 3D part comments - PO ordering - e‑commerce checkout Pro $880.00 Flat Rate,Per Month It includes: - Duplicate Detection - Customer Dashboard - Accounting integrations - CAD file versioning Factory Floor Custom quote available It includes: - Automated workflow generation - Real‑time shop floor coordination - Integration with CAM software - Auditable production traces for compliance ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.