Connect your tools.Carry the commercial detail through.
Sync deals with your CRM, hand approved scope to delivery, automate workflows and export detailed spreadsheets for finance. Use the API and CLI to connect your own systems.
Keep Salesforce aligned with your deals
Sync opportunity values, deal status and approved commercial details between Estii and Salesforce. Talk to us about connecting another CRM.
Trigger work when a deal changes
Send notifications to Slack or Teams, update Salesforce and trigger actions when deals change or receive approval. Configure workflows around the events that matter to your team.
Carry approved scope into delivery
Push structured scope, time estimates and work breakdowns into Jira and ClickUp, so delivery teams have the detail behind what was sold. Additional delivery platform and PSA integrations are available on request.
Connect Estii to your own systems
Use the API and CLI to read and update deals, manage rates and reusable work, and build integrations with your internal tools.
Give finance the detail behind the deal
Export scope, estimates, rates, costs and margins in one Excel workbook, with pricing breakdowns, resource schedules and payment milestones. Give finance the numbers behind the proposal for reporting, reconciliation and planning.
AI built in. Open to your agents.
Estii reviews deals, matches requirements and explains what changed. Connect Claude, ChatGPT or your own agents to the same commercial model your team uses.
See what your deal looks like in Estii.
Upload a commercial proposal, SOW or estimate and explore the result.
Free. No account required.