Reporting and documents

Report across the pipeline

estii deal list --status all --all --fields id,name,status,price,margin,probability,updated_at -o ndjson
estii deal list --status won --all -o ndjson | jq -s 'map(.price) | add'
estii deal export nd_abc123 --format json --out - | jq .resources
estii deal export nd_abc123 --out acme.xlsx
estii space theme --json

--all follows every page. --fields projects the columns you want, and NDJSON gives one deal per line for whatever comes next in the pipe. The JSON export carries the scope tree and the per-resource lines behind the totals. space theme reports the colours and fonts this space's own proposals carry, for whatever renders the numbers.

Get the proposal document itself

estii deal export nd_abc123 --format pdf --out acme.pdf
estii deal export nd_abc123@ver_1 --format pdf --out acme-v1.pdf

This is the same PDF the download button in the proposal produces, because it is the same render: the CLI opens the deal's proposal in a browser on your own machine and collects what it downloads.

That means a browser has to be there. Chrome, Chromium or Edge, already installed; set ESTII_BROWSER if yours lives somewhere unusual. With none, the command tells you the address to open by hand instead. The command blocks until the file is written, which for a long deck is a minute or so, and it needs a personal token that can write: a browser session carries your whole account, so it is not issued against a read-only token or a space key.

Add @ver_1 to export a saved version instead of the deal as it stands.