# OptiOffer Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/205453/OptiOffer

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# 

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

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

OptiOffer

## What is OptiOffer?

OptiOffer is the revolutionary SRP (Supplier - Reseller Platform) that equipment sales professionals use. Known for its revolutionary price quoting system and shareable eCatalog network. It connects the suppliers' product catalog with its resellers to automate and streamline their quoting and order creation & management. Our focus is to provide a B2C experience in the B2B world to achieve connected selling and streamlined buying. No more PDF catalog or Excel price list import, copy/paste.

## What is OptiOffer used for?

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

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## 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.

### OptiOffer

5.0 (2)

VS.

[4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

Contact vendor

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (2)

Ease Of Use

4.6 (1,380)

Value For Money

4.5 (2)

Value For Money

4.4 (1,184)

Customer Service

5.0 (2)

Customer Service

4.6 (1,333)

## OptiOffer alternatives

[4.6 (191)](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Starting price

$15.00

Per User, Per Month

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

[4.6 (408)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting price

Contact vendor for pricing

[4.5 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

## Features

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

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

API

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

Automated Quoting

Generate rule-based quotes for clients automatically

Catalog Management

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

Contact Management

Manage, organize, and store contact information

OptiOffer 20 features

Integrate with a third-party accounting system

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

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

Generate rule-based quotes for clients automatically

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

Digitally sign online documents

Track and manage the profit margin between the cost of a product and its selling price.

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

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

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We can help you find the software with the features you need.

Features

5.0 (2)

5.0

Based on 2 reviews

## Pricing

Value for money

4.5 (2)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.5 (2)

4.5

Based on 2 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (2)

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

Customer Service

5.0 (2)

5.0

Based on 2 reviews

## User reviews

Overall rating

5.0

Based on 2 reviews

Filter by rating

5(2)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Dan G.

General Manager

Construction

### "Great software for construction companies!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 22, 2020

I have been using optiOffer to create quotation for potential buyers of our tiny houses. It helped me streamline my sales process having a custom made offer in less than an hour rather a day! Less resources used from my HR team and more engagement from the customers.

Pros

I have started to use Opti Ofer 3 months ago and I can say that it has been very useful for my construction company! It's great if you need to make fast price quotations (mine take less than 5 minutes) with repetitive products. It looks slick and professional and clients can see a big improvement from the word or excel based offers that I have used previously.

Cons

Not a lot - there a few bugs but the developing team has taken aboard my suggestions and already made the changes! Really good customer service .

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 7, 2020

Dear Dan, Thank you very much for your kind words.

Petrisor P.

Deputy GM

Transportation/Trucking/Railroad

### "A simple cloud solution to create quotations on the go!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 5, 2020

We needed a simple cloud solution to create quotations on the go with company tablets. The photos in the quotations are so HQ that you can actually zoom in on them and they look crystal clear! Took around 1-2 days to setup product and client database and the template personalization.

Pros

It's easy to use, I like that Offer/product/client pages have different colors so you can easily recognize them throughout the app. Great support!

Cons

PDF files are sometimes large in size, but the photos are incredible.

Reasons for choosing OptiOffer

The “Detailed” template looks perfect for out type of business.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 7, 2020

Dear Petrisor, We are happy that you enjoy the quality of the photos from the PDF quotes.

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