Forecast revenue from a single commercial model

Reach optimal productivity and enrich existing sales and post-sale workflows with a consistent source of truth for scope and price.

Forecast revenue, capacity, and pipeline health

Go beyond weighted totals with revenue recognition, capacity forecasts, and deal-level drivers. Connect estimates to the Forecasts planner to see how pipeline changes shape demand and revenue over time.

Revenue and capacity forecasts
Revenue and capacity forecasts

Streamline internal visibility, accountability and approvals

Eliminate outdated estimates with Estii's visual pipeline, weighted forecasts, approval workflows and automatic versioning.

Simplified approvals
Simplified approvals

Increase team momentum with workflow automations

Estii's workflow automations and data exports enable teams to integrate Estii with your existing tools including Salesforce, Jira, Slack, Excel and many more.

No-code workflow automations
No-code workflow automations

Keep every deal in sync with the Estii Salesforce integration

The Estii Salesforce integration supercharges your existing sales workflow with bidirectional updates and automatic attachments to ensure Salesforce remains your single source of truth.

Estii Salesforce integration
Estii Salesforce integration

Complete commercial breakdown of every estimate

Export deal spreadsheets with a full commercial breakdown of every estimate - cost, price, margin, timeline and resourcing.

Export to spreadsheet
Export to spreadsheet

Kick-off projects seamlessly. Export into Jira and other productivity tools

Export Estii project estimates directly into your Jira or ClickUp projects for seamless handovers and complete traceability to agreed budgets and deliverables.

Estii Jira and ClickUp integrations
Estii Jira and ClickUp integrations

Respond to opportunities faster with deal templates

Turn around quotes faster with reusable deal templates and pre-packaged products and services.

Deal templates
Deal templates

Bring your hardest deal.

Start a free trial, or book a demo to walk through your messiest estimate.

30-day trial. No credit card required.