# SwiftQuote Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SwiftQuote Software - reviews, pricing plans, popular comparisons to other Quoting products and more.

Source: https://www.capterra.com/p/10042829/SwiftQuote

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# 

 SwiftQuote Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 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)[Support](#support)

SwiftQuote

## What is SwiftQuote?

SwiftQuote is an AI-based quoting solution that streamlines proposal creation for service professionals. It generates branded quotes in under two minutes, using AI to produce line items, quantities, and pricing across over two dozen service categories. Supporting multiple currencies, it’s accessible worldwide. The platform features a multi-channel lead capture system, collecting customer information via personal links, website widgets, or manual entry, all managed in a unified dashboard. AI analyzes job descriptions to suggest line items with confidence scoring, allowing users to edit before sending quotes. Quotes are delivered via email with mobile-friendly links, enabling customers to accept them using legally binding digital signatures. Accepted quotes trigger instant notifications and convert into invoices with one click. An analytics dashboard tracks leads, acceptance rates, revenue, and trends, helping service professionals monitor quoting activity and business patterns.

## What is SwiftQuote used for?

[Quoting](https://www.capterra.com/quoting-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$10

Flat Rate, Per Month

Free trial  
available

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## FAQs about SwiftQuote

Overview

### What company size and specific industries is SwiftQuote built for?

SwiftQuote is designed for small businesses and independent professionals in contracting, trades, cleaning services, landscaping, creative work, home services, consulting, and IT freelancing. It suits service-based operators that need a quoting tool for customer-facing work and project pricing.

Features and Usability

### What are the key features of SwiftQuote?

SwiftQuote offers automated quoting, quotes and estimates, proposal generation, and estimating, plus pricing management, price and margin management, and pricing and cost calculations. It also includes approval process control, electronic signature, document management, client portal, CRM, reporting and statistics, audit trail, and workflow management.

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### More questions?

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Pricing

### How much does it cost and what fees or limitations are included?

SwiftQuote starts at $10 per month on the Monthly Plan, with a 14-day free trial and no credit card required to begin. The Yearly Plan costs $100 per year. Both plans can be canceled anytime, and early adopter pricing stays fixed at those rates forever.

Getting Started and Support

### What training and onboarding options does SwiftQuote offer?

SwiftQuote provides live online training and documentation for teams getting started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced learning, feature review, and step-by-step guidance as needed.

Getting Started and Support

### What customer support options does SwiftQuote offer?

SwiftQuote provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users written help and self-service resources for common questions. No reviewer feedback is available here to describe response times or helpfulness, so the support experience cannot be assessed from user sentiment.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

SwiftQuote 34 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Generate rule-based quotes for clients automatically

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Create and manage digital catalog of products/services with their details, specifications, and price

Private online space that lets businesses securely share documents and provide information access to clients

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Estimate expected cost based on various factors before a project begins

Use AI to generate content in the form of text, images, videos, etc.

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

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

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## Pricing

Free Trial

Monthly Plan

$10.00

Flat Rate,Per Month

It includes:

-   Unlimited leads and quotes
-   AI-powered suggestions
-   Email delivery (WhatsApp delivery coming soon)
-   Digital signatures
-   Invoice generation
-   Analytics dashboard

Yearly Plan

$100.00

Flat Rate,Per Year

It includes:

-   Includes everything in the Monthly Plan
-   Priority support
-   Early access to new features
-   Dedicated onboarding session

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## 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

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