QuickEstimate Pricing: Plans, TCO, ROI, and Exit

QuickEstimate pricing has a public list price, but that number is not the same as a quote or total ownership cost.

On 10 August 2026, the vendor listed 3 plan positions. Free was ₹0. Pro was ₹6,999 per user per year with a 3-user minimum. Enterprise was custom for teams of 25 or more.

Every price and feature in this article is vendor-published unless identified otherwise. Public pages can change. A dated quote, signed order, and controlling contract should govern a purchase.

Related-Party Disclosure

SurgePV and QuickEstimate have a related-party relationship. That connection creates a reason for more explicit evidence, not a favourable score.

This guide does not verify vendor performance. It turns public claims into items that a buyer can price, test, contract, and monitor.

QuickEstimate Pricing Snapshot

The live pricing page showed the following on 10 August 2026. The page also says prices may be represented through yearly plans, while the terms reserve price-change rights.

Free

The vendor lists:

• ₹0
• 1 user
• 10 proposals per month
• No card
• No expiry
• Branded subsidy-ready PDFs
• PM Surya Ghar calculation
• WhatsApp sending
• iOS and Android mobile apps
• Email support

These are public claims. They do not prove output accuracy, delivery cost, support quality, mobile behaviour, data retention, or fitness for an EPC’s process.

The Free plan is a single-user position. Do not model it as a team plan by multiplying ₹0 across users. The page does not publish a multiuser Free option.

Pro

The vendor lists ₹6,999 per user per year. It states a 3-user minimum and annual billing.

The public feature list includes:

• Unlimited proposals, items, and templates
• 1,00,000 leads
• 2 GB storage
• WhatsApp Business, Pabbly, Meta, and IndiaMART
• PM Surya Ghar and DISCOM calculation
• Team roles, lead routing, and SLAs
• Bulk Excel import
• Priority support and onboarding video calls
• A 30-day money-back statement

The meaning of unlimited needs a written definition. Ask about acceptable use, file size, generation rate, archive behaviour, templates, disabled accounts, and service changes.

The word SLAs may refer to internal lead-management timers. It should not be assumed to mean a vendor service-level agreement. Enterprise separately lists an SLA claim.

Enterprise

The page describes Enterprise as custom pricing for C&I EPCs with 25+ users. No public base amount appears.

Listed claims include:

• Everything in Pro
• SSO and role-based access control
• Custom DISCOM tariff library
• Raised API quotas
• Dedicated success manager
• SLA, audit logs, and uptime guarantee
• DPA and custom security review

The page does not publish the Enterprise price, baseline API quota, increased quota, service levels, credits, security scope, implementation fee, or DPA terms.

Request those points in a quote and procurement pack. Do not convert custom into a market estimate without evidence.

Define the Pricing Vocabulary

Confusion often begins with a label. Define each term before comparing software.

List price is the public vendor amount on an access date. It is not a commitment.

Base licence is seat price multiplied by contracted seats for the stated period. It excludes anything not confirmed as included.

Minimum seats is the smallest paid seat commitment. Three Pro users cost 3 times the public per-user rate, even if only 2 people actively use it.

Billing period is when and how the charge is invoiced. The pricing page says Pro is billed annually.

Subscription term is the contract duration. Billing frequency and term can differ, so capture both.

Active user, named user, and concurrent user are not interchangeable. The page says user but does not define the licence metric publicly.

Usage allowance can apply to proposals, leads, storage, messages, API calls, integrations, imports, or support. A feature name does not define its limit.

Total ownership cost, or TCO, adds external fees and internal work to the contracted licence.

Renewal price is the amount that applies to the next term. It may differ from the first order.

Put these definitions in the request for quotation. Reject a cost comparison that mixes annual and monthly amounts or assumes every listed feature is included without limits.

Calculate Published Seat Arithmetic

Use simple multiplication for Pro, but preserve the plan boundary.

Published Pro base = contracted Pro seats × ₹6,999 per user per year

The 25-user multiplication is not an Enterprise quote. It provides a reference for evaluating a custom offer. Enterprise inclusions and contract terms may differ.

Do not add tax to these numbers without a current tax basis. Do not subtract an assumed discount. Do not divide the annual price into a monthly offer that the vendor does not publish.

Seat planning example

Count users who must log in, approve, administer, report, integrate, or audit. Do not count only sales representatives.

A 5-person team may include 3 sales users, 1 manager, and 1 administrator. The public Pro arithmetic is ₹34,995 yearly before unresolved items.

If an external consultant needs temporary access, ask whether it consumes a paid named seat. Ask how reassignment works when a user leaves.

The pricing page says users added mid-year are prorated to the current annual cycle. It does not publish the proration formula, rounding, minimum charge, or treatment of removed seats.

Request a worked example in the order form. Do not calculate a partial-year charge by assumption.

Map Requirements to Public Plan Claims

Build the requirement list before selecting a plan. Mark published, quoted, tested, or unknown for each row.

Do not infer that a blank cell means unavailable. It means the pricing page did not establish it. Obtain evidence from the product, quote, or pilot.

Use the QuickEstimate review for broader product questions. Keep price evidence and product evidence separate.

Use 5 Cost Evidence Classes

Every TCO row should carry an evidence class.

1. Known public price

This is a dated amount on a public vendor page. The Pro rate and minimum are examples.

It can change and is not a signed commitment. Save the URL, access date, and page evidence.

2. Quoted amount

This comes from a dated quote or order form. It should state currency, tax treatment, units, term, validity, inclusions, assumptions, and precedence.

A verbal promise is not a quoted amount.

3. Estimated internal cost

This is buyer work valued with a documented method. Examples include migration, testing, training, administration, security review, and process redesign.

Record hours, role, loaded hourly rate, and confidence range.

4. Unknown

An unresolved charge or term is unknown, not zero. Messaging, extra storage, API, custom work, and exit assistance may sit here until confirmed.

Do not approve a TCO with material unknowns.

5. Excluded

An excluded row is outside the decision by design. State the reason and owner.

For example, an existing corporate identity provider might be excluded if its cost does not change. Confirm that assumption.

Build the Annual TCO Ledger

Use this structure:

Annual TCO = licence + tax + external services + implementation + migration + integration + training + administration + security and legal review + support + renewal change + exit accrual

Do not force a total while any material row is unknown. Report a subtotal and an unresolved-items list.

The public licence is only one row. A low licence can still produce a high TCO if integration and administration work is large.

Build a Three-Year Cost Schedule

A one-year comparison can hide migration in year 1 and price or exit risk later. Build a cash schedule for the initial term and at least 2 possible renewals.

Use separate columns for:

• Contract start and end dates
• Opening and added seats
• Public list price
• Quoted licence price
• One-time implementation
• Recurring external services
• Internal administration
• Security, privacy, legal, and tax reviews
• Renewal assumption
• Exit accrual
• Known, estimated, quoted, unknown, or excluded status

Do not copy the first-year public rate into renewal years as fact. Use unknown until the order supplies a renewal mechanism. If finance needs a scenario, label the assumed change and run alternatives.

For example, compare no change, a buyer-defined increase, and a replacement scenario. These are planning cases, not vendor forecasts.

Year 1 often contains data cleanup, configuration, testing, training, and parallel operation. Year 2 may carry more administration, messaging, storage, and integration work. Year 3 may include renewal negotiation, procurement review, or migration.

Accrue exit cost each year for decision purposes, even when cash is paid only on departure. This prevents a product with difficult export from appearing artificially cheap.

Separate committed and avoidable cost

Classify each amount:

• Committed: due under the signed order
• Usage-driven: changes with messages, storage, API calls, or another evidenced unit
• Headcount-driven: changes with paid seats
• Project-driven: migration, custom integration, or template work
• Avoidable: can be removed without breaking a mandatory process
• Sunk: already spent and not relevant to the next decision

The classification helps at renewal. Sunk implementation cost should not justify another term. Future migration cost remains relevant because it affects the stay-or-exit choice.

Add confidence ranges

Internal estimates should include low, base, and high hours. Apply the same loaded rate method consistently.

If data cleanup could require 20 to 60 hours, show the range. Do not publish 20 as a fixed fact because it makes the TCO look precise.

Track the owner responsible for resolving every unknown and a due date. Procurement should not close while material unknowns remain unassigned.

Reconcile forecast with actual cost quarterly. Replace estimates with invoices, time records, usage reports, and approved change orders. Preserve the original forecast so the team can improve later software estimates.

Do Not Invent Tax or Input Credit

The pricing page states that the vendor issues GST invoices with HSN and registered details. It also makes an input-tax-credit statement.

Treat those as first-party statements. Obtain the supplier’s current GSTIN, legal name, place of supply, service description, taxable value, rate, tax amount, and buyer details on the actual invoice.

The official GST Portal taxpayer-search guide explains how to check registration information. That lookup does not decide a buyer’s credit eligibility.

Ask a qualified tax adviser to determine current treatment. Do not assume:

• Tax is included in the public rate
• A particular GST rate applies
• Input credit is available
• The invoice will contain every required field
• An Enterprise quote uses the same tax treatment

Keep tax as unknown until the adviser and invoice evidence resolve it.

Price Messaging and Connector Dependencies

The Pro page lists WhatsApp Business, Pabbly, Meta, and IndiaMART. A connector label does not establish every external cost.

For messaging, ask:

• Which provider and account contracts apply?
• Who owns the sender and business account?
• Which message or template charges apply?
• Are any vendor fees added?
• Who handles consent and opt-out?
• What happens after a failed or blocked message?
• How are conversation records exported?

For each connector, identify the QuickEstimate cost, external platform cost, setup work, usage limit, data scope, and refresh pattern. Add the failure queue, duplicate logic, support owner, and termination step.

Test success and failure. Disconnect a sandbox connector, change a field, create a duplicate, revoke a credential, and inspect the audit trail.

Do not publish a combined integration cost until every component is evidenced.

The WhatsApp solar CRM guide covers communication controls. The mobile CRM guide covers device, offline, and sync testing.

Treat API and Storage as Open Questions

The Enterprise page says API quotas are raised. It does not publish the starting quota, higher quota, request unit, payload limit, environments, or price.

Request:

• Current API documentation
• Authentication and authorization model
• Available endpoints and data fields
• Baseline and contracted quotas
• Rate-limit response and retry guidance
• Sandbox or test environment
• Versioning and deprecation notice
• Webhooks and delivery guarantees
• Logging and support
• Export coverage and cost

Do not infer that Pro includes API access merely because Enterprise says quotas are raised.

The Pro page publishes 2 GB storage. Ask what counts, whether deleted files count, how backups relate to the limit, what happens at capacity, and whether extra storage is available.

Test a full-size proposal, attachments, photographs, and imports. Measure storage growth during the pilot.

Price Implementation and Migration Work

The pricing page lists onboarding video calls for Pro. That does not define implementation scope.

Split responsibilities:

Estimate internal hours for every buyer-owned task. Use loaded rates, not salary alone.

Migration acceptance should compare source and target counts, required fields, owners, statuses, activities, attachments, consents, timestamps, and duplicates. A row count alone is weak.

Keep a rollback copy. Do not destroy source data after the first successful login.

Maintain a Contract Conflict Register

Public pages observed on the same date contain terms that need written reconciliation.

A website conflict is not solved by picking the friendlier statement. Send the register to sales, procurement, legal, privacy, security, finance, and tax owners.

Record the written response. Ensure the signed order states which document controls if terms conflict.

Review the Refund Claim Before Payment

The public pricing page says 30-day money-back guarantee. Its FAQ adds no questions.

The refund policy says 100% within 7 days. It describes a 7-day implementation period, a request within 7 days, work under a vendor procedure, requested reasons, and processing within 15 days.

That is a material mismatch. Before paying, obtain written answers:

• Is the eligibility window 7 or 30 days?
• Which date starts the clock?
• Must implementation be completed?
• Which SOP applies and when is it delivered?
• Are reasons or evidence required?
• What exceptions apply?
• When is an approved amount returned?
• Does the policy cover tax and other charges?
• Which contract document prevails?

Do not schedule a pilot around a refund assumption. Complete the decisive cases before payment where possible.

Review Terms, Renewal, and Price Changes

The terms page says prices may change without notice. It also reserves rights to modify or discontinue service and disclaims several warranties.

The privacy page describes automatic renewal until termination. A buyer needs order-specific controls.

Request:

• Initial term and start date
• Billing date and payment method
• Contracted seats and metric
• Renewal term
• Renewal price or change mechanism
• Advance notice of price or material feature changes
• Cancellation method and deadline
• Downgrade treatment
• Seat reduction timing
• Suspension and termination rights
• Refund rights and precedence
• Data access during dispute or expiry
• Transition and exit period

Set a renewal reminder far enough ahead for testing and negotiation. Do not wait for the invoice.

At least 120 days before renewal, collect usage, adoption, support, incident, cost, export, and value evidence. The exact lead time should match the signed notice requirement.

Review Privacy and Security as Claims

The security page publishes claims about encryption, AWS Mumbai hosting, Cloudflare, tenant isolation, roles, SSO, logs, backups, incident response, and Enterprise review materials.

The privacy page discusses account, client, usage, technical, deletion, backup, international, subscription, and renewal data.

Neither page is independent assurance. Request evidence appropriate to risk and plan.

Identity and access

Test account creation, desktop and mobile authentication, OTP or password recovery, administrator roles, manager roles, representative roles, session revocation, departed users, and shared-device behaviour.

Ask whether multifactor authentication beyond OTP is available. Do not infer it.

Data map and subprocessors

Map leads, contact data, proposals, equipment, prices, communications, files, user logs, integration tokens, and support data. Identify storage and processing locations for each.

Request the current subprocessor list and change-notice process. Resolve the India-residency and multiple-jurisdiction wording.

Backups and recovery

The security page says encrypted snapshots are retained 30 days and restorable on request. Privacy says deleted data can remain in disaster-recovery backups for up to 90 days.

Ask how these periods interact. Test restoration, recovery objectives, request authorization, fees, and customer-level recovery.

Incident handling

The security page states response and notification targets. Put required severity, clock, contact, investigation, evidence, remediation, and notification terms in the contract.

Do not treat a webpage target as a service-level commitment without precedence.

The vendor cites alignment with India’s Digital Personal Data Protection Act, 2023. Review the official Act and current instruments with qualified counsel. Do not treat an alignment statement as verified compliance.

Design a Paid Pilot Before Calculating ROI

Start with the current process baseline. Measure at least 4 weeks or enough volume to represent normal work.

Capture:

• Leads received
• Leads accepted and rejected
• Proposals started and issued
• Median active preparation time
• Elapsed approval time
• Error and reissue count
• Duplicate and assignment corrections
• Follow-up tasks completed
• Support requests and resolution
• User adoption by role
• Customer consents where relevant
• Verified contribution from won work

Then run a controlled pilot with representative users, territories, proposal types, equipment, scheme cases, and integrations.

Keep the sales process, pricing authority, and observation window comparable. Record material differences.

Do not use vendor speed, conversion, customer count, or ROI claims as the baseline. Measure your own team.

Calculate Pilot ROI With Attribution

Use annual TCO, not licence alone.

Annual labour benefit = verified hours saved monthly × loaded hourly cost × 12 × sustained adoption rate

Annual attributable contribution = verified incremental wins × contribution per win × attribution share

Annual net benefit = labour benefit + attributable contribution - annual TCO

ROI = annual net benefit ÷ annual TCO × 100

Contribution is not revenue. Use the value after defined direct costs and adjustments.

The attribution share should reflect other changes. New pricing, seasonality, lead quality, staffing, advertising, territory, and product availability can affect results.

If attribution is weak, report time and error outcomes without a conversion benefit.

Use a Transparent Sensitivity Example

Assume a buyer selects the 3-seat Pro minimum. The public base is ₹20,997 yearly.

For illustration only, suppose the buyer estimates:

• Migration: 20 internal hours at ₹500, or ₹10,000
• Training: 9 person-hours at ₹500, or ₹4,500
• Administration: 2 hours monthly at ₹500, or ₹12,000 yearly

The known-plus-estimated subtotal is ₹47,497. Tax, messaging, integrations, support differences, security review, and exit remain unknown.

This is not a QuickEstimate quote or forecast. Replace every assumption.

This table excludes unknown costs and contribution gains. It does not prove positive ROI.

At the public 3-seat base alone, the labour break-even at ₹500 per hour is about 42 hours yearly. Full TCO raises the threshold.

Run low, base, and high cases for adoption, time saved, error reduction, volume, and TCO. Keep unknowns visible.

Test Support Instead of Pricing the Label

Free lists email support. Pro lists priority support and onboarding video calls. Enterprise lists a dedicated success manager.

These labels do not define:

• Support hours and holidays
• Severity levels
• First-response target
• Workaround target
• Resolution target
• Channels
• Included contacts
• Escalation path
• Root-cause report
• Service credits
• Configuration assistance
• Integration support

Submit scripted pilot tickets. Include a calculation question, import error, permission issue, connector failure, PDF defect, and export request.

Record response, ownership, diagnosis, workaround, resolution, and communication quality. Use measured results in the scorecard.

Separate customer-support service levels from internal CRM lead SLAs.

Prove Export and Exit Before Purchase

Pricing does not establish complete export. Test exit while the pilot is small.

Export:

• Users and roles
• Leads and customers
• Owners and assignments
• Stages and custom fields
• Activities and notes
• Consent and communication records
• Proposal inputs and PDFs
• Prices, equipment, and templates
• Calculation and rule versions
• Attachments
• Audit logs
• Integration identifiers
• Deleted or archived status where available

Check counts, relationships, timestamps, identifiers, encoding, attachments, and re-import usability.

The privacy page describes self-service deletion, account deletion, support-assisted deletion, and backup retention. Test the exact plan and obtain evidence.

Do not delete the live account until export acceptance, legal retention, and migration sign-off are complete.

Budget internal exit hours and any quoted vendor assistance. Include the replacement system’s import cost.

Build a Renewal Decision Pack

Prepare a decision pack before the contractual notice date.

Include:

• Contracted and active seats
• Unused and temporary accounts
• Proposal, lead, storage, message, and API usage
• Integration health
• Calculation regression results
• Security and privacy changes
• Incidents and support performance
• Full actual cost
• Measured benefit and adoption
• Export test result
• Alternative cost and switching effort
• Renewal quote and proposed changes

Compare the new offer with the original order. Identify price, limits, features, service, security, and legal changes.

Do not renew automatically because migration is inconvenient. Exit readiness improves negotiating discipline.

Decide Whether Free, Pro, or Enterprise Fits

Free may suit a solo evaluation when 1 user and 10 proposals monthly are enough. Test whether the output, calculation, data, support, and export meet the need.

Pro may fit teams that need published proposal, lead, connector, role, routing, import, and support claims. The 3-seat minimum applies to the public arithmetic.

The pricing page positions Enterprise for 25+ users. It may also matter when SSO, audit logs, DPA, custom security review, quota, or service commitments are mandatory.

Plan fit depends on requirements, not company size alone. Ask whether Enterprise controls are available to a smaller team and at what quoted price.

Do not select Pro solely because 25-seat arithmetic appears lower than an Enterprise quote. Normalize features, service, security, implementation, limits, and exit.

Compare Alternatives Without a Promotional Ranking

Compare QuickEstimate with at least 2 viable routes:

• A controlled spreadsheet and proposal process
• A configurable general CRM with quotation tools
• Another solar-specific CRM or proposal platform

Use identical evidence classes and TCO rows. Free software still carries internal setup, maintenance, risk, and exit costs.

The free solar CRM guide explains when a free route becomes expensive. The India solar CRM pricing guide supports category normalization.

Use the solar CRM selection guide for broader requirements. Use the PM Surya Ghar proposal software guide for subsidy rule testing.

QuickEstimate is not solar design software. SurgePV provides solar design software, shadow analysis, and solar proposal inputs. It is not included as a CRM alternative.

Procurement Checklist

Before approval:

• Save the pricing, product, refund, terms, privacy, and security pages with access date.
• Confirm plan, seat metric, minimum, term, billing, and currency.
• Resolve the 7-day and 30-day refund mismatch.
• Resolve Free, trial, annual billing, and renewal wording.
• Obtain tax and invoice review.
• Price messaging, connectors, API, storage, migration, setup, training, support, and exit.
• Complete the requirement-to-plan matrix.
• Run calculation, integration, permission, support, security, recovery, and export tests.
• Measure baseline, adoption, time, errors, rework, and attributable contribution.
• Calculate annual TCO with unknowns visible.
• Put renewal, price change, cancellation, refund, and precedence in the order.
• Verify the contracting entity and payment details.
• Schedule the renewal review and recurring regression tests.

Request a SurgePV demo when the need is technical solar design. Keep the CRM purchase decision in its own evidence file.

Conclusion

QuickEstimate’s public Pro arithmetic starts at ₹20,997 yearly for 3 users as of 10 August 2026. That is a useful reference, not a purchase total.

The defensible decision combines a dated price, exact plan requirements, a TCO ledger, contract conflict resolution, and a paid pilot. Renewal and exit should be designed before payment.

Frequently Asked Questions

How much does QuickEstimate cost?

On 10 August 2026, the vendor published Free at ₹0 and Pro at ₹6,999 per user yearly with a 3-user minimum. Enterprise was custom for 25+ users. Pricing and terms can change.

What is the minimum published QuickEstimate Pro cost?

The published 3-user minimum makes the base Pro arithmetic ₹20,997 per year. This excludes unresolved tax and every quoted, internal, usage, implementation, support, security, renewal, and exit cost.

What does the QuickEstimate Free plan include?

The pricing page lists 1 user, 10 proposals monthly, subsidy-ready PDFs, PM Surya Ghar calculation, WhatsApp sending, mobile apps, and email support. Treat each item as a vendor claim pending testing.

Can QuickEstimate be billed monthly?

The pricing page said yearly plans only on 10 August 2026. Privacy text mentions renewal at the selected frequency and gives monthly as an example, so require the signed order to control.

How much would QuickEstimate cost for 25 users?

No public Enterprise base amount was shown. Twenty-five multiplied by the Pro list rate is ₹174,975 yearly for comparison only, but the page directs 25+ users to custom Enterprise pricing.

Does QuickEstimate have a 30-day refund policy?

The pricing page says 30 days, while the refund page describes a 7-day implementation and request window with other conditions. Resolve the conflict in a signed order before payment.

What costs sit outside the public QuickEstimate licence price?

Tax, messaging, integrations, API usage, migration, setup, training, administration, security review, custom work, support, renewal, and exit may add cost. Mark each known, quoted, estimated, unknown, or excluded.

How should a solar EPC calculate QuickEstimate ROI?

Measure a baseline and pilot using loaded labour cost, adoption, quote time, errors, rework, and verified attributable contribution. Compare annual benefit with complete annual TCO, not the public licence alone.

Is QuickEstimate the recommended choice because of its relationship with SurgePV?

No. SurgePV and QuickEstimate have a related-party relationship. Compare QuickEstimate and alternatives using identical requirements, pilot tests, evidence classes, contract checks, total cost, and exit gates.