--- title: "QuoTrak Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QuoTrak Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/10042392/QuoTrak/" page_type: "product" language: "en" --- # QuoTrak Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) QuoTrak ## What is QuoTrak? QuoTrak is a quoting and invoicing solution that displays real-time profit margins as quotes are built. The internal workshop panel hides cost breakdowns and markups from customer-facing documents, displaying only pricing on exported PDFs. Line items, quantities, and markups can be adjusted with instant profit updates. The quote pipeline tracks open, accepted, and rejected quotes, while a saved cost catalogue speeds up entry for repeat jobs. Accepted quotes convert to itemized invoices with one click, supporting deposit, milestone, and recurring billing. Stripe-powered payment links enable secure card payments, with instant notifications for received payments. Reusable templates streamline setup for similar projects. The platform emphasizes margin visibility before quotes are sent. Data encryption ensures security, and the system requires no training. ## What is QuoTrak used for? [Quoting](https://www.capterra.com/quoting-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$20 Flat Rate, Per Month Free trial not available Includes Free Version 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 QuoTrak?[Manage this product listing](https://www.g2.com/products/quotrak/claim_requests/new?auto=true) ## FAQs about QuoTrak Overview ### What company size and specific industries is QuoTrak built for? QuoTrak is designed for small to mid-sized businesses in the construction and trades sectors, including general contractors, renovation and remodeling professionals, electricians, plumbers, HVAC specialists, landscapers, and painting and finishing contractors. Features and Usability ### What are the key features of QuoTrak? QuoTrak offers automated quoting, quotes and estimates, and proposal generation for sales workflows. It also includes pricing management, price and margin management, and pricing and cost calculations, plus billing and invoicing, electronic payments, document management, activity dashboards, reporting and statistics, and workflow management. Pricing ### How much does it cost and what fees or limitations are included? QuoTrak starts with a Free plan that is free forever and does not require a credit card. The Pro plan costs CA$20 per month flat rate, with annual billing saving 20%. The Free plan covers basic quoting and invoicing, while Pro adds advanced reporting, cost tracking, and priority support. Integrations ### Which third-party tools and platforms does QuoTrak integrate with? QuoTrak integrates with 3 third-party tools: Google Sheets, Stripe, and Zapier. These integrations cover spreadsheets, payments, and workflow automation, giving QuoTrak connections to widely used business platforms for data handling and process coordination. Getting Started and Support ### What training and onboarding options does QuoTrak offer? QuoTrak provides documentation for teams that need written reference material during setup and use. This format supports self-paced review of product features, steps, and process details without requiring live instruction or video-based training. Getting Started and Support ### What customer support options does QuoTrak offer? QuoTrak provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users written help for common questions and troubleshooting. No reviewer feedback about support experience is available, so no claims can be made about response times or helpfulness. ## Features AI summary Based on 1,847 Quoting 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%**) QuoTrak supports all three of the features reviewers rate most important: **Quotes/Estimates**, **Billing & Invoicing**, and **Pricing and Cost Calculations**. Together, these capabilities help businesses create accurate quotes, manage charges and invoices, and calculate pricing with more consistency, allowing teams to move from estimate to payment with fewer errors and better control over revenue. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Automated Quoting Generate rule-based quotes for clients automatically Billing & Invoicing Create, manage, and send invoices or bills to customers Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contact Management Manage, organize, and store contact information Customer History Access previous interactions or concerns to maintain customer relationships QuoTrak 23 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Automated Quoting: Generate rule-based quotes for clients automatically - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Contact Management: Manage, organize, and store contact information - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Estimating: Estimate expected cost based on various factors before a project begins - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - 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 Version [View pricing plan details](https://www.capterra.com/p/10042392/QuoTrak/pricing/) Free Plan CA$0.00 It includes: - Unlimited quotes and invoices - PDF exports - Customer management - Cost catalogue - Basic insights - Logo and branding (logo, theme) Pro Plan CA$20.00 Flat Rate,Per Month It includes: - Everything included in the Free plan - Email sending - Recurring and milestone invoices - Progress payment milestones - Cost tracking and job costing - Cost Report and Material List - Reusable templates - Custom PDF footer - File attachments - Import and export functionality - Priority support ## Integrations [ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) 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.