Scope, pricing & approvals

Scope and price deals you can commit to

Explore commercial options with the impact on margin and delivery visible as you go. Give teams the flexibility to shape a deal within your pricing rules, then approve the version everyone will work from.

Make the scope decision before the delivery commitment

Give sales, delivery and finance the same view of what is included, what drives cost and what needs approval. Review the commercial shape without digging through spreadsheets.

Inline feature and resource breakdowns
Inline feature and resource breakdowns

Rescope while the deal is still moving

Change scope, effort or schedule and see the effect on cost, price, margin and capacity before you commit. Keep quotes, negotiations and post-win changes tied to the same commercial model.

Click to rescope
Click to rescope

Compare alternatives before choosing what to offer

Price a phased option alongside the full scope, or compare a fixed price with time and materials. See how scope, cost, margin and delivery requirements differ before deciding which deal to put forward.

Two variants of a deal compared by price, cost, margin and duration
Two variants of a deal compared by price, cost, margin and duration

See cost, price and margin at every level

Set a target price and margin, then see how each part of the deal contributes. Fine-tune pricing within your rate card's approved margin range, with the commercial impact visible as scope changes.

Deal cost, price and margin overview
Deal cost, price and margin overview

Apply discounts and surcharges without losing the plot

Every discount, surcharge and commercial adjustment is recorded on the deal, with its impact on price and margin calculated instantly. Approvers see exactly what changed, why it changed, and whether the deal still meets your commercial guardrails.

Adjustments and margin impact visible to approvers
Adjustments and margin impact visible to approvers

Support regional rate cards and currencies

Model deals with regional rates, cost centres and customer currencies. Set per-deal exchange rates, keep reporting currency clear and quote clean whole numbers without losing margin visibility.

Multiple dynamic rate cards
Multiple dynamic rate cards

Price products and expenses alongside services

Create unit-based pricing on tiered, volume or stepped ranges, with custom units and recurrence periods for subscriptions and licenses. Pass-through expenses and third-party costs sit in the same commercial model as your services.

Get a taste with our freeRecurring pricing calculator
Scaling unit-based pricing for products and expenses
Scaling unit-based pricing for products and expenses

Approve every deal with confidence

Request approval by email. Every approver sees an automated commercial assessment showing margin, library coverage and drift before approving in one click.

Requesting deal approval
Requesting deal approval

Version every deal, preview every change

Approved deals become read-only, with every revision versioned and fully auditable. Automatic versioning tracks cost, price and margin across revisions, so you can preview the commercial impact of updated pricing before it touches a live deal.

Deal versioning and change preview
Deal versioning and change preview

See what your deal looks like in Estii.

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

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