# QuoTrak Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about QuoTrak Software - reviews, pricing plans, popular comparisons to other Quoting products and more. Source: https://www.capterra.com/p/10042392/QuoTrak --- # QuoTrak Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 8, 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://quotrak.com/&name=QuoTrak) ## FAQs about QuoTrak Overview ### What company size and specific industries is QuoTrak built for? QuoTrak is designed for small to mid-sized service businesses in the construction and trade 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, estimating, and proposal generation for sales documents. It also includes billing and invoicing, electronic payments, pricing and cost calculations, price and margin management, catalog management, contact management, and workflow management, plus reporting and statistics, reminders, and customizable branding. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? QuoTrak starts with a Free plan that is free forever and requires no credit card, covering basic quoting and invoicing. The Pro plan costs CA$20 per month flat rate, with annual billing saving 20%. It adds cost tracking, job costing, templates, file attachments, priority support, and recurring invoices. Integrations ### Which third-party tools and platforms does QuoTrak integrate with? QuoTrak integrates with Google Sheets, Stripe, and Zapier. These connections cover spreadsheet management, payments, and broader app automation, giving QuoTrak a small set of third-party integrations for linking data and workflows across commonly used business tools. Getting Started and Support ### What training and onboarding options does QuoTrak offer? QuoTrak provides documentation to support team training and onboarding. Documentation gives users written reference material for learning features, reviewing setup steps, and checking product details as needed. 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 guidance and a place to find answers, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate rule-based quotes for clients automatically Create, manage, and send invoices or bills to customers Create and manage digital catalog of products/services with their details, specifications, and price Manage, organize, and store contact information Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Track products that are for sale at a reduced price or part of coupon promotions Store, manage, and track all electronic documents in a centralized location Electronically collect payments for goods or services Manage, store and organize emails within the system or via third-party apps Estimate expected cost based on various factors before a project begins Track and manage the profit margin between the cost of a product and its selling price. Calculate rule-based prices for a product/service Tool used to determine accurate pricing and product eligibility for borrowers Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Create, save, and re-purpose templates for emails, forms, etc. 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 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.