What's new

Export to Jira and ClickUp
Export to Jira and ClickUp

MAR 22 2024

Export Estii deals directly into your Jira or ClickUp projects

Recent releases

Copy as image 🖼️
Copy as image 🖼️

MAR 5 2024

Copy graph or slide content as a high resolution images. Standalone variable pricing calculator

Enhanced duplication 📀💿
Enhanced duplication 📀💿

FEB 23 2024

Enhanced duplication and templating options, and other minor improvements and bug fixes

Delivery mode 🚚
Delivery mode 🚚

Feb 5 2024

Making Estii better for delivery teams, with Delivery mode

Universal search, capacity forecasts, feature tags 😍
Universal search, capacity forecasts, feature tags 😍

JAN 29 2024

Search and import estimates from previous deals. Predict resource demand with capacity forecasts. Feature tags, Pipeline cards and much more

Older releases

Deal versions & weighted forecasts 🎲
Deal versions & weighted forecasts 🎲

SEPT 1 2023

Create and compare deal versions. Review multi-phase resource schedule timelines. Set deal probability and weighted forecasts,

Salesforce workflow automations ⚡️
Salesforce workflow automations ⚡️

MAY 29 2023

Salesforce and Slack integrations. Workflow automations for syncing deals across platforms. Plus external guest access requests and increased guest-to-seat ratios.

Payment milestones & timelines ⏱️
Payment milestones & timelines ⏱️

MAY 16 2023

Payment milestones and new-look timeline with phase schedule dependencies. Export deal in Work Breakdown Structure (WBS).

Comments & filters 💬 👀
Comments & filters 💬 👀

MAR 31 2023

Supercharge estimation and collaboration with comments, filters, task owners, deep links and much more!

Deal templates 📚
Deal templates 📚

MAR 3 2023

Deal templates to help streamline the creation of new proposals. Deal owners for tracking who is responsible for each deal

Fixed price estimates 💰
Fixed price estimates 💰

FEB 17 2023

Fixed price estimates for faster, simpler price management. Compact schedules for customers with many roles.

System light/dark mode 🌓
System light/dark mode 🌓

FEB 6 2023

System light/dark mode. New look login and setup screens. Other minor improvements

Client mode + variables 🎢
Client mode + variables 🎢

JAN 25 2023

Client mode for protecting sensitive data, Variables for estimating scale over time, and Import roles from any spreadsheet format.

Guest invites 😲
Guest invites 😲

DEC 1 2022

Guest invites, schedule UX improvements, deal export and deal update improvements.

Export to spreadsheet 🗒
Export to spreadsheet 🗒

NOV 27 2022

Export your deals to spreadsheet - with full breakdowns of tasks, estimates, resources and schedules.

Scope by risk level ✳️
Scope by risk level ✳️

OCT 2022

Scope by risk level, Improved deal updated, enhanced light & dark mode and corner styles for themes

Products & managed services 🍰
Products & managed services 🍰

24 SEPT, 2022

Level up your estimates with unit based pricing, recurring services, one-off expenses and total breakdowns!

Enterprise SSO improvements 🔐
Enterprise SSO improvements 🔐

12 SEPT, 2022

Enterprise customers can now self manage their SSO identity provider from space settings.

Smart theming 🤩
Smart theming 🤩

AUGUST 24, 2022

Smart theming, SVG image uploads, improved deal avatars and all-new first-run sequence

Features 2.0 ✌️
Features 2.0 ✌️

JULY 14, 2022

Inline tasks with descriptions, dynamic time periods (hours, days, weeks, etc), single-phase proposals, and dozens of other improvements.

Single Sign-On (SSO) 🔑
Single Sign-On (SSO) 🔑

MAY 31, 2022

Sign in with Google or Microsoft. Enterprise Single Sign-On (SSO). Image based deal avatars.

Inline phases ⚡️
Inline phases ⚡️

MAY 17, 2022

Inline phases within deals. Enhanced pipeline. Editable deal accounts.

Billing management 💳
Billing management 💳

APRIL 14, 2022

Billing and subscription management, updated Privacy policy & GDPR compliance.

Theme management 🎨
Theme management 🎨

MARCH 29, 2022

Improved theme management, better default avatars, minor improvements to deals and rate cards.

Interactive tours 👋
Interactive tours 👋

MARCH 18, 2022

We’ve added interactive tours for new users, and made some minor improvements to themes