Deal exports

IN THIS ARTICLE

How to export a deal

To export a deal, select Export... from the deal menu

Exporting from the deal action menu

Export dialog

The export dialog provides several options

• Export spreadsheet with itemised estimates, prices, scope, schedules and much more.
• Export integrations for a range of work management platforms including Jira and ClickUp
• Estii API and AI agents links, to work with the deal in your own tools

The export deal dialog

Spreadsheet export

The exported spreadsheet includes the following deal information:

• Overview of deal value, status and dates
• Scope of deal in standard work breakdown structure (WBS)
• Line items by phase, category and item
• Requirements with compliance, responses and linked items (if your deal has requirements)
• Roles by phase and total units
• Schedules (across all phases)
• Products by phase and total units (if your deal has product-based estimates)
• Estimates by phase, category, item, line item and resource
• Payment milestones

Role tags and product tags are included in the relevant worksheets (Roles, Products, Schedule, Estimates), enabling downstream reporting and integration workflows.

Overview sheet

A commercial summary for the entire deal. For a variant, the title and the file name start with the opportunity and variant names, such as Cloud Migration (Replatform).

Exported deal overview sheet

Scope sheet

A hierarchical Work Breakdown Structure (WBS) to import into any project management or delivery tool.

• Numbered hierarchy
• Phase > Category > Section > Item > Line item
• Units, cost, price price and margin

Exported deal scope sheet in WBS format

Line items sheet

A list of line items by phase, category and item

• Line item description, priority, risk and contingency (effective per line item — line items that override their parent carry their own values)
• Units, cost, price price and margin

Exported deal items sheet

Roles sheet

A list of roles by phase (and stream)

• Units, unit cost, unit price
• Total cost, total price, margin
• Detailed calculation breakdown

Exported deal roles sheet

Role schedule sheet

The per-role allocation based on each phase schedule (using the schedule delivery cycle to determine granularity)

Exported deal schedule sheet

Products sheet

A list of products by phase (and stream). Only exported if a deal has product-based estimates

• Units, unit cost, unit price
• Total cost, total price, margin
• Detailed breakdown per resource

Exported deal products sheet

Estimates sheet

A list of every single estimate by phase, category, item, line item and resource. Includes roles, stream and product estimates

Exported deal estimates sheet

Platform export

Estii also supports a number of export integrations. See the following guides for more information.

Export to Jira

The Jira integration allows users to export deals into Jira projects using the deal exporter.

Export to ClickUp

The ClickUp integration allows users to export deals into ClickUp projects using the deal exporter.

All integrations

Integrations enable Estii to interact with other platforms like Salesforce and Slack.