--- title: "Estimo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Estimo Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/173531/Estimo/" page_type: "product" language: "en" --- # Estimo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[Support](#support) Estimo ## What is Estimo? Estimo keeps all your sales data (estimates, clients, rate cards, products and project performance) in one place. With Estimo you can create, deliver and e-sign your proposals quickly and efficiently. Save time creating customized templates and products to be re-used, collaborating with your team, managing pricing changes, timeline and dependencies, downloading the proposal in PDF format and tracking profitability with a comparison of sold hours against the actual time worked. ## What is Estimo used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $17 Per User, 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 Estimo?[Manage this product listing](https://www.g2.com/products/estimo/claim_requests/new?auto=true) ## 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. ### Estimo 0.0 VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $17 per user, per month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (192) Value For Money 0.0 (0) Value For Money 4.3 (167) Customer Service 0.0 (0) Customer Service 4.3 (182) ## Estimo alternatives [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135691/QuoteWerks/) Highest Rated [Quotient](https://www.capterra.com/p/131897/Quotient/) [4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/) Starting price $28.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131897/Quotient/) [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (96)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) [Quoter](https://www.capterra.com/p/117768/Socket/) [4.6 (54)](https://www.capterra.com/p/117768/Socket/reviews/) Starting price $149.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/117768/Socket/) ## FAQs about Estimo Overview ### What company size and specific industries is Estimo built for? Estimo is designed for small, mid-sized, and enterprise businesses that sell products or services, including account management teams, business development teams, and marketing agencies. It fits any sector that needs accurate, customized proposals and a way to track project profitability. Features and Usability ### What are the key features of Estimo? Estimo offers estimating, RFP management, and pipeline management for handling sales and proposal workflows. It also includes document management, version control, and electronic signature for managing files and approvals, plus collaboration tools, contact management, and a content library to support shared work and reusable templates. Getting Started and Support ### What training and onboarding options does Estimo offer? Estimo provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation gives users written reference material for self-paced review of features and steps. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) Estimo includes **Customizable Templates**, but it does not offer **Proposal Generation** or **Quotes/Estimates**. Instead, it provides other features that reviewers also consider important, including **Electronic Signature** (**57%**), **Document Management** (**45%**), and **Templates** (**43%**). These features help businesses prepare consistent documents, manage proposal files more efficiently, and speed up approvals, allowing teams to move deals forward with less manual work. API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Contact Management Manage, organize, and store contact information Content Library Centralized repository to store content and assets Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Estimo 13 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Estimating: Estimate expected cost based on various factors before a project begins - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - RFP Management: Manage and process incoming documents detailing requests for proposals - Templates: Sample files or documents that could be customized as needed or used as is - Version Control: Track revisions and updates made to files and navigate between different versions --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $17.00 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.