Requirements & estimation

Model deals on what you can actually deliver

Capture scope, assumptions and effort in a consistent estimate that becomes the foundation for every commercial decision your team makes.

Go from answers to estimates

Import buyer requirements with any existing compliance assessments and responses. Estii automatically matches them to work in your library and deal, so you can generate a first draft with scope and estimates from the matches you accept.

Requirements with Strong and Potential matches from the library and deal, ready to accept
Requirements with Strong and Potential matches from the library and deal, ready to accept

Keep the response and the price connected

Track buyer requirements and compliance against estimated scope and pricing as the deal develops. Your team can review progress, spot gaps and check that commitments have priced work behind them before approval.

Estimate items showing the compliance of their linked requirements, and a requirement with the priced work that delivers it
Estimate items showing the compliance of their linked requirements, and a requirement with the priced work that delivers it

Build estimates you can commit to

Capture requirements, assumptions, effort, overheads, products and services in a structured estimate that sales, delivery and finance can all read.

Fixed, resource or team based estimates
Fixed, resource or team based estimates

Model recurring work clearly

Price managed services, licences and subscriptions with recurring estimates that calculate from frequency, duration, rates and scope.

Automatically calculate recurring estimates for deal duration.
Automatically calculate recurring estimates for deal duration.

Reuse work your team already trusts

Stop re-estimating work you've delivered before. Search your commercial library, find the closest match to the brief, then reuse proven scope with current rates and pricing.

Easily track total cost, price and margin
Easily track total cost, price and margin

Structure the estimate the way delivery works

Organize phases, workstreams and requirements in the same shape delivery expects. Estii's hierarchy keeps scope and requirements readable as the deal changes.

Manage estimates and requirements side-by-side.
Manage estimates and requirements side-by-side.

Review estimates together

Assign owners, gather SME input, and track comments and todos against the work itself. Everyone contributes in the same estimate, with the context needed to make better decisions.

Inline filters, comments and versions
Inline filters, comments and versions

Create, approve and publish without rebuilding the deal

Use templates to create the starting model. Estimate time and materials, overheads, recurring services and volume pricing as rates, margins and schedules change.

Create and approve deals and templates
Create and approve deals and templates

See what your deal looks like in Estii.

Upload a commercial proposal, SOW or estimate and explore the result.

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