--- title: "PerfectQuote Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PerfectQuote Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/230158/PerfectQuote/" page_type: "product" language: "en" --- # PerfectQuote Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) PerfectQuote ## What is PerfectQuote? PerfectQuote is Group Insurance CPQ that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error free and without any need for data entry. PerfectQuote is cloud-based software that supports a broker's entire book of business with small/large group medical and ancillary product lines, powerful contribution modeling, and works with all insurance carriers. Used by Top 50, Regional, Local firms, PerfectQuote is changing the benefits industry! ## What is PerfectQuote used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $129 Per User, Per Month Free trial not 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 PerfectQuote?[Manage this product listing](https://www.g2.com/products/perfectquote/claim_requests/new?auto=true) ## PerfectQuote Overview Updated August 2026 AI summary PerfectQuote is a cloud-based proposal management and CPQ platform designed for small and midsize businesses, particularly those involved in insurance quoting and policy workflows. It offers integrations with BenefitPoint, Employee Navigator, and Salesforce.org Nonprofit Cloud, and supports onboarding through in-person and online training, webinars, and videos. Support is available via email, phone, knowledge base, and forums. ## 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. ### PerfectQuote 0.0 VS. [### BidMagic Proposal Software](https://www.capterra.com/p/92076/BidMagic-Proposal-Software/) [2.6 (8)](https://www.capterra.com/p/92076/BidMagic-Proposal-Software/reviews/) Starting Price $129 Per User, Per Month Starting Price $1299 Flat Rate, One Time Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.5 (8) Value For Money 0.0 (0) Value For Money 2.4 (8) Customer Service 0.0 (0) Customer Service 2.8 (8) ## PerfectQuote alternatives Highest Rated [Bidspeed](https://www.capterra.com/p/212858/Bidspeed/) [5.0 (1)](https://www.capterra.com/p/212858/Bidspeed/#reviews) Starting price $295.00 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/212858/Bidspeed/) [Offery](https://www.capterra.com/p/10008278/Offery/) [0.0](https://www.capterra.com/p/10008278/Offery/#reviews) Starting price $55.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10008278/Offery/) [Oppex](https://www.capterra.com/p/160480/Oppex/) [3.0 (2)](https://www.capterra.com/p/160480/Oppex/#reviews) Starting price $105.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160480/Oppex/) [BidGroove](https://www.capterra.com/p/10186656/BidGroove/) [0.0](https://www.capterra.com/p/10186656/BidGroove/#reviews) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10186656/BidGroove/) ## FAQs about PerfectQuote Overview ### What company size and specific industries is PerfectQuote built for? PerfectQuote is designed for insurance firms of all sizes, including Top 50 carriers as well as regional and local companies. It serves the benefits insurance industry and is suitable for brokers, general agents, account managers, consultants, and specialists working in that sector. Integrations ### Which third-party tools and platforms does PerfectQuote integrate with? PerfectQuote integrates with BenefitPoint, Employee Navigator, and Salesforce.org Nonprofit Cloud. These connections cover benefits administration and CRM-related workflows, giving PerfectQuote compatibility with three third-party platforms from its official catalog. Getting Started and Support ### What training and onboarding options does PerfectQuote offer? PerfectQuote provides in person training, live online sessions, webinars, and videos to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, webinars cover group learning, and videos provide self-paced reference material. Getting Started and Support ### What customer support options does PerfectQuote offer? PerfectQuote provides email/help desk, FAQ/forum, knowledge base, and phone support. With no reviewer feedback available on support experience, the available channels are listed without user sentiment on response speed, helpfulness, or common frustrations. ## Pricing Basic $129.00 Per User,Per Month ## Integrations [ Employee Navigator](https://www.capterra.com/p/135330/Employee-Navigator/)[ Salesforce.org Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/)[ BenefitPoint](https://www.capterra.com/p/113708/BenefitPoint/) 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.