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Art of the Deal
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IN THIS SECTION
Deals are the core of Estii. They represent each revenue opportunity or budget managed within your space. This section provides all the information you need to manage, estimate, price, and publish deals.
Introduction
This article introduces the deal hierarchy and the key concepts for estimating, pricing and presenting deals
Deal pipeline
The deal pipeline is the central dashboard for all the deals in your space.
Pipeline forecasts provides detailed revenue and resourcing insights across your active deals.
Deal management
A step-by-step guide to creating a new deal
The deal page is where you manage the content, lifecycle and output of a deal. It includes a visual summary of the overall deal value, size and activity.
A Phase is a subset of a deal containing price, scope and schedule for a set of features
Payment milestones describe your expected payment structure based on deliverables, due dates and price. They are visualised as a waterfall chart in exported proposals
Estimation
Each phase contains estimated features and overheads that determine the maximum effort and price of the phase.
Features are time-based estimates based on requirements/deliverables
Overheads are additional resources that are allocated for the duration of the phase
Services are recurring unit-based estimates (products) whose total price updates based on phase duration
Expenses are one-off, unit-based estimates (products) associated with a phase.
Pricing
Once you have added some estimates to a phase, you can adjust the final price by modifying the scope, schedule or rate card used in the phase.
Scope is the editable breakdown of price by priority, feature and stream.
Schedule is the estimated duration and resourcing plan required to deliver the current scope
Presenting
Once you have finalised your pricing, it is time to package and share a proposal with external users.
A Presentation is the final, branded slides that are presented to external users. Learn how to set up the templates, generate proposals and share them with guests.
Themes are style guide templates that are used to brand deal presentations
The deal viewer is a standalone portal for invited guests to view the final, approved deal
Advanced topics
With deal templates, you can easily create and edit templates for commonly used deal structures, saving time, effort and increasing consistency
With deal versions, you can keep track of changes and compare different iterations of a quote.
Learn how to export a deal to spreadsheet, to share with internal stakeholders, or integrate into your existing workflow.
Learn how to update deals and keep them in sync with your space
Estimate services that change over time based on a range or growth rate