Ditch the spreadsh**t

Estimate and price complex deals in a fraction of the time with an innovative UX that maximises your team's efficency and accuracy.

  • Estimate deals without a spreadsheet
  • Estimate with ease

    An intuative design for estimating and pricing all your features, products and services

  • Features, Tasks & phases

    Organise requirements into phases tasks and features. Assign priority, risk and contingency.

  • Managed & recurring services

    Estimate services, products and overheads that automatically update based on deal duration.

Adjust price, scope and margin

Estii removes the pain of iterating on price and scope. Meet business and customer expectations without compromising accuracy, revenue or margin.

  • Adjust scope and price
  • Faster approvals

    Turn around changes and appovals faster with visual breakdowns of costs and effort

  • Refine scope

    Adjust scope in real-time by filtering estimates by priority, feature, service or stream.

  • Adjust margins

    Track deals against target value and margin. Let teams adjust margins within pre-approved ranges.

Balance timelines with resource capacity

Estii saves you time by automatically calculating best-fit timelines and resource allocations

  • Adjust timelines and resource levels
  • Instant schedules

    Easily adjust duration and delivery cycle to balance client's timeline with internal capacity.

  • Automatic exports

    Generate client-friendly proposals that exclude costs, margins and internal warnings

  • Switch rate cards

    Quickly switch between rate cards and cost centres without modifying original estimates

Publish stunning presentations in seconds.

Export customer proposals to PDF or present online. No more endless copy and paste between spreadsheets and slidedecks.

  • Instant proposals
  • Dynamic themes

    Stay on brand with beautifully consistent themes that can be used across deals.

  • Smart templates

    Intelligent, data-driven templates that translate your estimates into stunning presentations

  • Built-in accessibility

    Use the built in colour checker to easily verify color contrast is inline with WCAG 2.0 standards.

Standardise cost, price and margin

Manage the cost, price and margins of common role-based and unit-based resources. Easily track, compare and apply updates to individual deals. 

  • Import roles and rate cards
  • Unit-based products and pricing rules
  • Create blended resources and teams
  • Track, compare and apply changes to individual deals
  • Dynamic milestones that update with deal price and duration

Integrate into your existing workflow

Export to spreadsheet or automatically sync with your CRM.

  • Approve, close and track revenue in the pipeline
  • Track deal status

    Approve, close and track deals across the entire deal lifecycle. Keep track of activity and key dates.

  • PIpeline metrics

    Track high level pipeline revenue merics. See at a glance what is in draft, approved, won and lost

  • Sync with your CRM (beta)

    Automatically sync deal status and value with your CRM. Maintain a single source of truth.

Plus many other features to save you time on every deal...

  • Real-time collaboration

    Built for real-time collaboration with inline editing, automatic saving and instant syncs across your team.

  • Security and privacy first

    Enjoy a platform built for speed, scale and security. Passwordless login, 256 bit SSL encryption & more

  • Flexible team permissions

    Manage read, write and approval permissions for all members of your space

  • Single Sign-on (SSO)

    Sign in via your existing work email using Google or Microsoft SSO

  • Standardised rates

    Set default currencies, margins and contingencies used across deals.

  • Smart sync

    Review changes before importing updated resources to existing deals.

Get started with Estii

Unlimited members. Unlimited deals.

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