Getting started
Pipeline
Forecasts
Deals
Deals (advanced)
Proposals
Exports
Resources
Integrations
Settings
Glossary
FAQs
ReleasesHelp centre
Welcome to Estii's help centre—your quickest path to accurate estimates and confident proposals.
Estii is a collaborative estimation workspace for scoping, pricing, and publishing proposals consistently. Use these guides to set up your space, align teams on pricing, and share polished outputs with customers.
Can't find what you're looking for? Email support@estii.com
Video overviews
Deals
A full deal in Estii: estimate, scope, schedule, propose:
Forecasts
Turn your services pipeline into a capacity and revenue forecast:
What's new
Jun 24, 2026
Apply discounts and charges to a deal's final price, watch the margin impact as you go, and present a clean net total in proposals.
Guides
Welcome! Start here for a step-by-step guide for getting started with Estii
Browse a list of frequently asked questions and answers
Articles
Create, estimate, price and manage deals day-to-day
Templates, versioning, updates and variable pricing
The central dashboard for managing all deals in your space
Revenue and resourcing insights across your active deals
Package and share proposals with external users
Export deals to spreadsheets, Jira or ClickUp
Learn more about roles, rate cards and streams that are shared across your space
How to manage members, permissions, billing and other space settings
References
Browse through a list of terms, acronyms and metrics commonly used on Estii