Estimates 3.0

Mar 13, 2026

Overview

• Replace rigid estimate types with configurable categories that define allowed resources and pricing models.
• Structure complex scopes with optional sections and clear subtotals.
• Create phases from templates so new deals start with the right category and section setup.
• Mix one-off and recurring pricing where needed, including role effort, products, and custom prices in the same category.
• Keep continuity for existing spaces with automatic migration and unchanged totals.

Flexible categories

We've replaced fixed estimate types with configurable categories, so teams can model work in a way that fits their process.

• Categories now control which resource types and pricing models are allowed.
• Sections can be used to group related work within a category, and show subtotals in scope, proposals, and exports.
• Scope is now organized as Phase → Category → Section → Item → Line item → Estimate.
• Categories are reorderable per a phase - determines order in proposals
• Renamed features to items, and items (formerly tasks) to line items

Editable categories and sections in Estimates 3.0

Per category rules for estimation and proposals

Phase templates

We've added phase templates in Settings → Estimates → Templates so you can start new work with the right structure.

• Templates define default categories, optional sections, and ordering.
• Teams can start from built-in templates:
  • Classic for parity with the previous behavior
  • Standard for a simpler setup with three categories: Deliverables, Services, and Overheads
  • Blank for a simple single-category starting point
• New deals and added phases can start from the template you choose, reducing repetitive setup.

Practical examples:

• Discovery: Keep it lean with categories like Workshops, Research, and Plan; use mostly one-off estimates with optional recurring advisory support.
• Build: Separate core delivery from ongoing services with categories like Deliverables (one-off), Services (recurring), and Overheads (mixed).
• Run: Focus on continuous work using categories like Support, Maintenance, and Enhancements, with recurring estimates plus optional one-off change requests.

Phase templates

List mode

List mode shows all categories in a single tree, so you can scan and edit work across the phase in one view.

• Sticky headers keep the current category, section, and open item visible as you scroll (on both list and tab modes)
• Use the list/tab toggle in the phase header to switch between modes.
• A new estimates footer shows the total for the current page, and includes schedule rounding when present.

List mode

Additional changes

Estimates 3.0 also updates how estimates appear and behave across a deal:

• Overview:
  • Category totals are grouped by category name across phases
  • The category dropdown filters out phases without totals for that category
• Scope:
  • Updated breakdowns, including sections and pricing model (fixed vs recurring).
• Search:
  • Filters now reflect your actual categories and sections, plus pricing model and resource kind.
• Proposals:
  • Group or split categories based on category rules with phases and appendices.
  • Section headers appear in 'Scope of work' appendices.
• Exports:
  • Overview sheet uses category totals grouped by category name across phases
  • Scope WBS (work breakdown structure) includes named sections in the hierarchy
  • All relevant sheets have additional category and section columns (name, id)
• Settings:
  • Removed legacy terminology overrides for categories (see migration notes below)

Migration notes

Migration is automatic for existing deals and templates.

• Existing totals and pricing behavior are preserved.
• Legacy categories are mapped to equivalent dynamic categories.
• If you previously set custom terminology for your categories, it will be migrated into the 'classic' phase template.
• Existing workflows continue to work while enabling the new structure.

Guest users

• Guests now appear in presence tracking
• Guests can now export proposals to powerpoint
• Guests can no longer edit payment milestones (but they can still see them)

Misc

• Updated sample deal and deal tour to match the new model.
• Removed old space/deal terminology overrides tied to legacy categories (use phase category templates instead)
• Added new limits: 5 sections per category, 5 categories per phase, 10 phase templates per space.
• Increased the character limit for task descriptions (from 1024 to 2048 chars).
• Shift click expand/collapse toggle on a category or section to open/collapse all children.
• Minor UX improvements to proposals and deal overview.