# Estii

> Estii helps tech services firms make better commercial decisions before committing to delivery, aligning sales, delivery and finance around one shared commercial model that protects margin, capacity and revenue.

Estii is a commercial operating platform for technology service providers: scoping, estimation, pricing, scheduling, forecasting and proposals in one shared commercial model. The links below cover the product pages, buyer guides, the help centre, and the developer docs. Guide and help centre links point to Markdown mirrors of each page; the human-readable pages live at the same path without the `/llms` prefix and `.md` suffix.

## Product

- [Estii app](https://app.estii.com): Sign in or sign up.
- [Home](/): What Estii does, who it serves, and the core capabilities of the platform.
- [Pricing](/pricing): One commercial model for sales, delivery, and finance. Unlimited users, priced on the deals you approve.
- [Security](/security): How Estii protects customer deal data: hosting, encryption, access, availability, and our SOC 2 program.
- [About](/about): Estii was founded in 2021 by Dom De Lorenzo and David Peek, who spent a decade scaling tech services at Massive and Deltatre before building the commercial operating platform they wished had existed.

## Features

- [Features](/features): Make better commercial decisions before committing to delivery, with estimation, scope, pricing, forecasting, approvals and proposals in one shared commercial model.
- [Scope management](/features/scope): Version and approve scope assumptions in a shared commercial model, with price, schedule, margin and capacity updating as the deal changes.
- [Service estimation](/features/estimate): Build structured services estimates that connect scope, assumptions, effort, price, margin and delivery handover in one shared commercial model.
- [Deal pricing](/features/pricing): Rate cards, products, multi-currency, discounts, margin visibility, approval workflows and audit trail in one system for services deals.
- [Scheduling & resource planning](/features/schedule): Generate project timelines and resource plans from your estimates. Explore schedule changes, capacity demand and revenue timing before work begins.
- [Revenue & capacity forecasting](/features/forecasts): Forecast revenue, margin and capacity from live deal data. Model confirmed, weighted and exposure views, spot bottlenecks before signature, and read revenue timing from the commercial model.
- [Commercial knowledge library](/features/library): Build a commercial library of reusable work items, phase templates and deal templates, with drift analysis and natural language search across everything you deliver.
- [Pipeline management](/features/pipeline): Connect Estii to Salesforce, Jira, Slack, Excel and more, keeping opportunity value, delivery handover, approvals and forecasts in sync with the latest deal data.
- [Proposals & documents](/features/proposal): Generate proposals and statements of work from your shared commercial model, so every document reflects the latest scope, pricing and commercial decisions.

## Solutions

- [Solutions](/solutions): See how Estii helps sales, presales, delivery, operations and leadership make better commercial decisions before committing to delivery.
- [Sales](/solutions/sales): Close services revenue faster with credible options, faster commercial reviews and delivery-aligned scope before the deal is signed.
- [Solutions & presales](/solutions/presales): Help presales and solution architects turn complex requirements into deliverable, profitable solutions, with scope, price, margin and capacity aligned in one shared commercial model.
- [Bid management](/solutions/bidmanager): Help bid managers run a consistent, auditable commercial process across complex services bids, with scope, pricing, reviews and proposal outputs tied to the same deal model.
- [Service delivery](/solutions/delivery): Give delivery leaders earlier visibility into scope, capacity and margin, so sold work can move into delivery without a spreadsheet rebuild.
- [Operations & PMO](/solutions/pmo): Forecast project timelines, revenue and capacity from live deal data, so operations can plan before work lands in delivery.
- [Executive leadership](/solutions/executive): Give executives a defensible view of services revenue, margin and capacity before deals are signed, with sales, delivery and finance working from one commercial model.
- [Enterprise](/solutions/enterprise): SSO, permissions, multi-currency, Salesforce and workflow automation for growing technology services firms that need governed commercial decisions across every practice.

## Resources

- [Commercial maturity report card](/resources/commercial-maturity-report-card): A practical worksheet for finding where services margin, delivery confidence, and commercial accountability break down before a deal is won.

## For AI agents

Working with Estii from an AI agent? Start here.

- [MCP server](/dev/mcp): Connect Estii to Claude Code, Codex, Cursor, and other AI agents over the Model Context Protocol.
- [Developer docs llms.txt](/dev/llms.txt): Index of the developer docs.
- [llms-full.txt](/llms-full.txt): The full developer docs as one Markdown document.
- [API keys](/llms/docs/settings/api-keys.md): Create and manage the API credentials that MCP, API, and CLI access use.
- [CLI](/dev/cli): Run every Estii API operation from your terminal with the estii CLI.

## Developer docs

- [Developer docs](/dev): Build with Estii: connect your own systems, tools, and AI agents to your pricing data.
- [API reference](/dev/api): The Estii /v1 REST API: spaces, rate cards, roles, products, streams, templates, and the deal lifecycle.

## Help Centre

- [Getting started](/llms/docs/introduction.md): Get up and running with Estii. Learn the core concepts behind spaces, deals, resources, and estimation workflows for technology services businesses.
  - [Start here](/llms/docs/introduction/start-here.md): A quick introduction to Estii and how it helps technology solution providers align sales, delivery, and finance around one shared commercial model.
  - [What is a space?](/llms/docs/introduction/spaces.md): Understand how Estii spaces organise your deals, resources, rate cards, and team settings in one place for consistent estimation across your business.
  - [What is a deal?](/llms/docs/introduction/deals.md): Learn how Estii deals structure scope, estimates, pricing, schedules, and proposals into one commercial model that flows from sale to delivery.
  - [What is a resource?](/llms/docs/introduction/resources.md): Understand how Estii resources, including roles, streams, products, and fixed prices, carry pricing into estimates for consistent cost and margin calculations.
  - [Set up your space](/llms/docs/introduction/setup.md): Step-by-step guide to configuring your Estii space. Set up roles, rate cards, pricing rules, reusable work, and team members so you can start estimating deals.
  - [Video guides](/llms/docs/introduction/videos.md): Watch short videos that explain Estii's core workflows and capabilities.
- [Pipeline](/llms/docs/pipeline.md): Use the Estii pipeline dashboard to manage deals, track status, review inbox activity, and understand pipeline value across stages.
- [Forecasts](/llms/docs/forecasts.md): Pressure-test capacity, revenue timing, and delivery schedules across deals before you commit work in Estii.
- [Deals](/llms/docs/deals.md): Learn how to create, estimate, price, scope, schedule, and manage deals day to day in Estii.
  - [Building a deal](/llms/docs/deals/create.md): A step-by-step guide to creating and updating a deal
  - [Lifecycle & governance](/llms/docs/deals/lifecycle.md): Managing the deal lifecycle - status, actions, modes and versions.
  - [Overview tab](/llms/docs/deals/overview.md): See a deal's executive summary in Estii — total value, margin, phase breakdown, activity feed, and key metrics at a glance before diving into estimates.
  - [Phases](/llms/docs/deals/phases.md): A Phase is a subset of a deal containing the price, scope and schedule for a set of estimates.
  - [Estimates](/llms/docs/deals/estimates.md): Build structured estimates with categories, line items, and pricing models. Learn how Estii calculates effort, cost, price, and margin for each deal phase.
  - [Pricing models](/llms/docs/deals/estimate-pricing-models.md): Categories control which pricing models are available for estimates. This page explains the difference between one-off and recurring pricing, and how categories...
  - [Scope](/llms/docs/deals/scope.md): Analyse price drivers and adjust deal scope in Estii. Toggle line items, compare scenarios, and align scope with budget before sending proposals.
  - [Schedule](/llms/docs/deals/schedule.md): Plan delivery timelines and resource allocation for deal phases. Estii calculates best-fit schedules and lets you adjust duration, effort, and capacity.
  - [Payment milestones](/llms/docs/deals/milestones.md): Payment milestones outline the payment structure for a deal, based on progress, deliverables, dates, and pricing.
  - [Adjustments](/llms/docs/deals/adjustments.md): Apply discounts and charges to a deal as fixed or percentage amounts, with the net total and margin impact visible on the proposal budget slide.
  - [Settings](/llms/docs/deals/settings.md): Deal settings contains key values and preferences for the deal
- [Deals (advanced)](/llms/docs/deals-advanced.md): Advanced deal workflows in Estii: automatic and manual deal versions, updates when space data changes, and variables for reusable deal values.
  - [Deal versions](/llms/docs/deals-advanced/versions.md): Versions are read-only copies of a deal that are created automatically when you redraft or update a deal. You can also create them manually when a deal is in...
  - [Deal updates](/llms/docs/deals-advanced/updates.md): Learn how to update deals and keep them in sync with your space
  - [Variables](/llms/docs/deals-advanced/variables.md): Variable units are service estimates that change over time. They can be used to estimate recurring services such as user licenses or hosting services that grow...
- [Proposals](/llms/docs/proposals.md): Generate, brand, and share proposals with external users using Estii proposal templates, themes, and the proposal viewer.
  - [Proposals](/llms/docs/proposals/proposals.md): A Proposal is the final, branded version of a deal that is shared with external users. Learn how to set up the templates, generate proposals and share with...
  - [Themes](/llms/docs/proposals/themes.md): Themes are style guide templates that are used to brand your deal presentations. They are managed at the space level.
  - [Proposal viewer](/llms/docs/proposals/proposal-viewer.md): The proposal viewer is a standalone portal for invited guests to view the final, approved deal
- [Exports](/llms/docs/exports.md): Get deal data out of Estii: spreadsheet exports of the full work breakdown, and pushing scoped work into Jira or ClickUp for delivery.
  - [Deal exports](/llms/docs/exports/spreadsheet.md): Learn how to export a deal spreadsheet to share with internal stakeholders, or export to a work management platform.
  - [Jira integration](/llms/docs/exports/jira.md): The Jira integration allows users to export deals into Jira projects using the deal exporter.
  - [ClickUp integration](/llms/docs/exports/clickup.md): The ClickUp integration allows users to export deals into ClickUp projects using the deal exporter.
- [Library](/llms/docs/library.md): Build reusable commercial knowledge in Estii: library items, phase templates, and deal templates that carry estimates and pricing into new deals.
  - [Library items](/llms/docs/library/work-items.md): The library is a catalog of reusable, estimated library items. Promote proven work from real deals, let evidence from every approval accumulate safely, and pull...
  - [Phase templates](/llms/docs/library/phase-templates.md): Phase templates define the default structure applied to new phases in a deal: the categories, sections, items, and rules that keep estimates landing in...
  - [Deal templates](/llms/docs/library/deal-templates.md): With deal templates, you can easily create and edit templates for commonly used deal structures, saving time, effort and increasing consistency
- [Resources](/llms/docs/resources.md): Learn how Estii resources, roles, rate cards, streams, products, and services support structured estimation across deals.
  - [Roles](/llms/docs/resources/roles.md): Roles are time-based resources for estimating effort. These roles are shared across all rate cards in your space.
  - [Rate cards](/llms/docs/resources/cards.md): A Rate card is a specific set of rates (cost, price, margin) for all your roles targeted to a specific region or cost centre. Roles and rate cards are shared...
  - [Streams](/llms/docs/resources/streams.md): A Stream is a group of roles that typically work together on common activities or deliverables. They are a simple, yet powerful concept in Estii that makes it...
  - [Products](/llms/docs/resources/products.md): A Product is unit-based resource that can be used to estimate recurring services or one-off expenses.
  - [Fixed price](/llms/docs/resources/fixed.md): Fixed price is the default resource type for estimating features, services and expenses.
  - [Importing roles and rate cards](/llms/docs/resources/import-roles.md): Easily import roles and rate cards from any spreadsheet or csv format
  - [Working with streams](/llms/docs/resources/working-with-streams.md): Streams are a powerful yet simple concept in Estii. This guide provides use-cases and recommendations to help you get the most out of them.
  - [Working with time periods](/llms/docs/resources/periods.md): Convert between different time units such as work days and work hours with rate periods
- [Integrations](/llms/docs/integrations.md): Connect Estii to Salesforce, Slack, Jira, ClickUp, webhooks, and workflow automations to sync work across platforms.
  - [Automations guide](/llms/docs/integrations/automations.md): Automations allow you to synchronise changes between Estii and other platforms, by performing actions in response to specific events
  - [Salesforce integration](/llms/docs/integrations/salesforce.md): The Salesforce integration allows automations to respond to the creation or modification of opportunities in Salesforce using the Opportunity Updated event.
  - [Slack integration](/llms/docs/integrations/slack.md): The Slack integration allow automations to post a message to a configured Slack channel using the Send Message action.
  - [Webhook integrations](/llms/docs/integrations/webhooks.md): The Webhook integration works both ways. Send deal data out to any HTTPS endpoint when something changes in Estii, and receive deal updates back in from an...
- [Settings](/llms/docs/settings.md): Manage Estii space settings, estimation rules, members, workflow automations, billing, and security configuration.
  - [Space settings](/llms/docs/settings/space.md): How to manage general space settings
  - [Estimation](/llms/docs/settings/estimation.md): Estimation settings contain the global rules used to calculate and price resources and deals
  - [Features](/llms/docs/settings/features.md): Customize which estimation features are visible to users
  - [Members](/llms/docs/settings/members.md): A Member is a user in your space. A Guest is a user with read-only access. Learn how to invite members and guests, and manage their permissions
  - [Workflow](/llms/docs/settings/workflow.md): Workflow is where you manage automations and integrations with other other platforms.
  - [Billing plans](/llms/docs/settings/billing.md): Estii is a freemium product built for the needs of modern teams. Learn more about our free and paid plans, and how to manage your subscription
  - [User settings](/llms/docs/settings/user.md): Customise your personal Estii experience and settings
  - [Security](/llms/docs/settings/security.md): Estii offers multiple ways to log into a space. Sign in via SSO with an existing Google or Microsoft account, or configure an SSO integration
  - [API keys](/llms/docs/settings/api-keys.md): API credentials let the Estii CLI and your own integrations read and update your pricing data over the Estii API. Learn how to create, scope, and revoke them.
- [Glossary](/llms/docs/glossary.md): Definitions for the key terms used across Estii, from spaces, deals, and phases to estimates, resources, pricing, and scheduling.
- [FAQs](/llms/docs/faqs.md): Frequently asked questions about Estii billing, limits, support, keyboard controls, and account reset workflows.
  - [Billing and pricing](/llms/docs/faqs/billing-and-pricing.md): Find answers to common questions about our free and paid plans.
  - [Usage limits](/llms/docs/faqs/usage-limits.md): A list of documented restrictions and usage limits within a space. Some restrictions below are "fair use" recommended soft limits, however they may be strictly...
  - [Additional support](/llms/docs/faqs/additional-support.md): Can't find what you're looking for? Send our support team a note at support@estii.com
  - [Keyboard controls](/llms/docs/faqs/keyboard-controls.md): Estii is equipped with keyboard shortcuts for working with lists without ever touching a mouse
  - [How to reset Estii](/llms/docs/faqs/reset-estii.md): If you find that Estii is stuck on a blank or error screen, sometimes the old adage is true: try restarting it! Read on to learn how to reset your Estii app in...
- [Releases](/llms/docs/releases.md): Estii product release notes, newest first.

## Guides

- [The five commercial commitments in every signed deal](/llms/guides/services-deal-commitments.md): A signed services deal is five commercial commitments: scope, margin, schedule, resourcing, revenue timing. Decide them before you sign, not in delivery.
- [Scoping AI integration: estimation gets harder, not obsolete](/llms/guides/scoping-ai-integration-work.md): Scoping AI integration projects is the new growth work for services firms. Novel work has no priors, which makes the estimate harder and worth more.
- [Bench utilisation is lying to you](/llms/guides/utilisation-metric-lies.md): Bench utilisation is the headline metric most services CEOs trust. It measures how full your people are, not whether the firm is healthy. Here is the gap.
- [Pricing agent-assisted delivery without flying blind](/llms/guides/pricing-agent-assisted-delivery.md): Pricing agent-assisted delivery breaks headcount as a cost proxy. Model the agent as a resource line with its own loaded rate so the estimate stays honest.
- [Sold vs delivered margin: why the gap is designed in](/llms/guides/sold-vs-delivered-margin.md): Sales sets one to win the deal, delivery measures what the work cost. That is why sold vs delivered margin never agree, and tightening delivery never holds.
- [You can't price an outcome you can't estimate](/llms/guides/outcome-pricing-estimate-risk.md): Outcome based pricing in professional services moves delivery risk onto you. Most firms underwrite that risk with an estimate built only to win the work.
- [Killing the billable hour breaks more than your invoice](/llms/guides/billable-hour-unit-of-account.md): Everyone is killing the billable hour to fix pricing. But the same hour runs your estimating, capacity, and forecasting. Repricing leaves all three broken.
- [We called it Sh*tGrid. We kept it anyway.](/llms/guides/shitgrid.md): The email provider we hated for years, the day it deleted everything, and what it finally took to migrate off it and start sending product updates again.
- [Make your service offer easy to buy, or lose to no decision](/llms/guides/buyable-service-offer.md): Most service offers don't stall on price. They stall because the buyer can't rebuild your number for the people who sign. What makes an offer easy to buy.
- [What to know when vibe-coding your service pricing tool](/llms/guides/vibe-coded-pricing-tools.md): Vibe-coding works well for a lot of internal tooling. Complex service estimation has specific properties that change the calculus.
- [Why estimation variance is an information architecture problem](/llms/guides/estimation-variance.md): Estimation variance looks like padding or skill gaps. The causes are structural. Fix the structure and the spread between two developers quoting the same scope collapses.
- [Resourcing velocity is the margin metric you're missing](/llms/guides/resourcing-velocity.md): Utilisation tells you who's busy. Resourcing velocity tells you whether the deal you sold became the deal you delivered. The leading indicator on services margin.
- [Source of truth in the commercial stack](/llms/guides/commercial-source-of-truth.md): Four systems claim source of truth for every services deal and none can carry the commercial detail. Where commercial viability lives in your stack.
- [The signed-to-started gap, where margin quietly dies](/llms/guides/signed-to-started-gap.md): The signed-to-started gap is the weeks between contract signature and real delivery kickoff. Most firms do not measure it. All of them pay for it.
- [Revenue velocity without wrecking delivery, the CEO balancing act](/llms/guides/revenue-velocity.md): Revenue velocity is the rate closed pipeline becomes recognised revenue without burning delivery. A CEO playbook for measuring and compressing the whole cycle.
- [How to build a services rate card that survives real deals](/llms/guides/build-a-rate-card-that-survives.md): Build a services rate card that holds under negotiation. Role granularity, margin bands, region splits, and rebuild triggers that replace an annual review.
- [Capacity-aware selling, sell what you can actually deliver](/llms/guides/capacity-aware-selling.md): Capacity-aware selling puts delivery shape in front of sales before the quote lands. Sell what you can staff, shape what you can't, keep margin intact.
- [How to price change requests without the margin leak](/llms/guides/change-request-pricing.md): Change request pricing that protects margin on fixed-price SOWs. A four-step workflow (raise, size, price, approve) that stops silent scope creep.
- [Professional services CPQ, a category services didn't ask for](/llms/guides/professional-services-cpq.md): Professional services CPQ came from product CPQ vendors, not from services firms. What the category gets right, and the gaps it still leaves.
- [Statement of work, what belongs in one](/llms/guides/statement-of-work-checklist.md): What a statement of work is, how it compares to a proposal or MSA, and the nine sections every SOW needs to protect scope, price, and delivery margin.
- [Capacity planning for technology solution providers](/llms/guides/capacity-planning-for-technology-solution-providers.md): A practical capacity planning guide for technology solution providers. Three-layer demand view, weighted pipeline, named assumptions, scaling rituals.
- [SOW generation from a priced estimate](/llms/guides/sow-generation.md): SOW generation that keeps scope, price, and schedule in sync: generate a statement of work from your priced estimate, from proposal to signed contract.
- [Services quoting software, the buyer's guide](/llms/guides/services-quoting-software.md): Services quoting software, a buyer's guide for systems integrators, consultancies, and MSPs. What the category covers, where adjacent tools fall short, ten shortlist questions.
- [Estimation platform ROI, a business case for RevOps and CFOs](/llms/guides/stop-guessing-margin-at-the-point-of-sale.md): Build the estimation platform ROI case your CFO will fund. Margin guardrails, pilot plan, and a one-slide summary RevOps leaders can ship this week.
- [How to discount without losing margin, the trade rule](/llms/guides/never-discount-without-a-trade.md): How to discount without losing margin in B2B services. Trade price for scope, timeline, or terms using a concession menu that protects deal economics.
- [How to improve service estimate accuracy over time](/llms/guides/stop-repeating-the-same-estimation-mistakes.md): Learn how to improve estimate accuracy over time by tracking variance, running post-project reviews, and calibrating your service estimation model.
- [Fixed price vs time and materials vs retainer, how to choose](/llms/guides/pick-the-right-pricing-model.md): Fixed price vs time and materials vs retainer. How to pick a pricing model that matches scope uncertainty, keeps the buyer comfortable, and protects margin.
- [Sales to delivery handover - a practical guide](/llms/guides/sales-to-delivery-handover.md): A practical sales to delivery handover guide for services teams. Keep scope, commercials, and customer expectations aligned from close to kickoff.
- [How to estimate total cost of ownership for services](/llms/guides/how-to-estimate-tco.md): Learn how to estimate total cost of ownership for recurring services, model growth, and price quotes that win deals without eroding margin.
- [Why spreadsheets fail for pricing - an opinion](/llms/guides/alternatives-to-pricing-spreadsheets.md): An opinion piece on why spreadsheets fail for pricing work, and why opinionated estimation software beats endless flexibility for service teams.
- [How to price a scope of work in B2B services](/llms/guides/how-to-accurately-price-scope-of-work.md): A practical guide on how to price a scope of work for B2B services, with steps for keeping scope, timeline and price in sync without blowing margin.

## Optional

- [Book a demo](/meet)
- [Contact](/contact)
- [Terms of service](/terms)
- [Privacy policy](/privacy)
- [Data processing agreement](/dpa)
- [Sitemap](/sitemap.xml)