Requirements matching

Nov 5, 2026

Match buyer requirements to your library estimates and build a first draft of your deal.

Overview

We're hearing the same thing from customers: more RFPs, more requirements, and more pressure to get to a price quickly. So we've added requirement matching to Estii.

Import your buyer's requirements, review suggested matches from your library or existing deal, and build a first draft to scope and price. Requirements stay linked to your estimates, so you can see what's covered and what needs attention.

Import requirements

Import requirements from spreadsheets, documents or RFP platform exports into their own section within a deal, alongside estimates.

The buyer's requirement text stays as imported. Your team can assess compliance, prepare responses, comment and assign team members, with direct links to each requirement.

Requirements, compliance and responses are also included in your deal workbook export.

Importing and matching requirements

Match requirements

AI suggests matching work from your library and existing deal, even when the buyer's wording differs. Preview the price impact, then accept library matches to add them with their estimates.

Estii suggests matching work from your library

Requirement breakdowns

See scope and price totals by requirement, priority, compliance or category. Identify which requirements drive the most cost and adjust scope, including lower-priority requirements you could descope.

Break down price by requirement

Requirements coverage

See which items cover each requirement and where gaps remain. Estii flags potential contradictions, such as exclusions or assumptions, while Deal intelligence checks for unmet must-haves, unsupported compliance claims and missing estimates or assessments.

Estii flags risks and gaps between scope and requirements

Official AI plugins

Connect your AI assistant to Estii through our official integrations:

Our official Claude plugin is also in review.

What your AI can do with Estii

Library improvements

Review and bulk approve suggestions directly in the library. Estii updates existing items from approved deals and suggests new content for review, giving requirement matching more to work with.

Your AI can also propose library additions or updates for your team to review. Each item shows where it came from.

Within a deal, library drift now distinguishes estimate and description changes from items that have moved or been added.

Review and approve library suggestions in bulk

Misc

Automations: Webhooks can now post custom messages to Teams, Google Chat, etc.
UX: Narrower sidebar and various layout adjustments to give deal content more room.
Forecasts: Drivers renamed to Demand (deals driving capacity demand).