--- title: "OptiOffer Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OptiOffer Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/205453/OptiOffer/" page_type: "product" language: "en" --- # OptiOffer Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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)[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/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price 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 OptiOffer?[Manage this product listing](https://www.g2.com/products/optioffer-optioffer/claim_requests/new?auto=true) ## OptiOffer Overview Updated September 2026 AI summary OptiOffer is a cloud-based quoting solution designed for small businesses seeking to generate and manage sales quotes efficiently. It features automated quoting, proposal generation, customizable branding, and electronic signatures, with added options like catalog management, workflow tools, and third-party integrations. Its pricing management and API capabilities help teams coordinate sales processes and tailor quotes to specific customer needs. ## 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. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price Contact vendor Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.4 (192) Value For Money 4.5 (2) Value For Money 4.3 (167) Customer Service 5.0 (2) Customer Service 4.3 (182) ## OptiOffer 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/) [WBudget](https://www.capterra.com/p/10007297/WBudget/) [4.7 (59)](https://www.capterra.com/p/10007297/WBudget/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10007297/WBudget/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) [Proposify](https://www.capterra.com/p/133332/Proposify/) [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/133332/Proposify/) ## FAQs about OptiOffer Overview ### What company size and specific industries is OptiOffer built for? OptiOffer is designed for SMEs, including small and medium-sized businesses, as well as VARs such as producers, distributors, resellers, and wholesale businesses. It also suits freelancers working as independent sales agents, making it a fit for sales-focused organizations across these sectors. Features and Usability ### What are the key features of OptiOffer? OptiOffer offers automated quoting, quotes/estimates, proposal generation, and a product configurator for sales document creation. It also includes pricing management, price/margin management, discount management, and catalog management. Additional features include electronic signature, electronic payments, document storage, workflow management, activity dashboard, and third-party integrations. Getting Started and Support ### What training and onboarding options does OptiOffer offer? OptiOffer provides live online sessions, documentation, and videos for training. Live online sessions support guided instruction, documentation offers written reference material for later review, and videos provide visual walkthroughs of product features and setup steps. Getting Started and Support ### What customer support options does OptiOffer offer? OptiOffer provides email/help desk, phone support, and chat. No reviewer feedback on support quality is available, so the support experience cannot be characterized here. The listed channels indicate multiple ways to contact the team, but no evidence is available on response times, helpfulness, or common frustrations. ## Features AI summary Based on 1,847 Proposal Management reviews Capterra reviewers highlight these as the features buyers care about most when choosing quoting software: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) OptiOffer supports **Quotes/Estimates**, so teams can create and share customer quotes more efficiently. However, it does not include **Billing & Invoicing** or **Pricing and Cost Calculations**. Instead, it offers **Pricing Management** (**57%**) and **Third-Party Integrations** (**46%**), which can help businesses manage pricing rules and connect quoting workflows with other systems, allowing teams to keep quote creation organized and improve coordination across their sales process. 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 21 features ### All Features - 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 - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice 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 Free trial not available Value for money 4.5 (2) 4.5 Based on 2 reviews 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 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. ## 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.