# 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[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) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)