---
title: OptiOffer Reviews
meta_title: 'OptiOffer Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how OptiOffer works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# OptiOffer Reviews
**Vendor:** OptiOffer  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)
## About OptiOffer
OptiOffer is Changing the Way Businesses Buy & Sell Equipment and Supplies The Supplier - Reseller Platform (SRP) 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, and hundreds of emails. By connecting with your partners, you will have the latest products and data available instantly. We want to empower sales teams to confidently sell using their mobile phones in front of their customers and get deals signed and paid on the spot.






- [View OptiOffer pricing details and edition comparison](https://www.g2.com/products/optioffer-optioffer/reviews?open_modal_url=%2Fproducts%2Foptioffer-optioffer%2Fwishlists%3Fhost_path%3D%252Fproducts%252Foptioffer-optioffer%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-07+08%3A30%3A05+-0500&secure%5Bsession_id%5D=4d83c914-8d63-4591-8173-084ff533cdb6&secure%5Btoken%5D=f8a2ec7599b08ff2dc4cfd7d80af6287313f18d53ef54295194216d1e3a19b24&format=llm_user)

## OptiOffer Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Rich Media
- PDF Creation
- Custom Branding

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Reporting and Dashboards

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

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