Connect your tools, automate your workflow
Integrate Estii with Salesforce, Jira, Excel, and more. Automate handoffs, exports, and approvals so your existing workflow runs on a consistent source of truth.
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.
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.
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.
Complete commercial breakdown of every estimate
Export deal spreadsheets with a full commercial breakdown of every estimate - cost, price, margin, timeline and resourcing.
Respond to opportunities faster with deal templates
Turn around quotes faster with reusable deal templates and pre-packaged products and services.
Streamline internal visibility, accountability and approvals
Eliminate outdated estimates with Estii's visual pipeline, weighted forecasts, approval workflows and automatic versioning.
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.
Bring your hardest deal.
Start a free trial, or book a demo to walk through your messiest estimate.
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