Choose what to reuse from a past deal

Identify reusable scope from past work and the changes needed for a new buyer, estimate and delivery context.

Supply the new requirements and relevant past proposals or work items. Include delivery results and current rates where available.

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Overview

Use past proposals and work items to build a new scope without carrying forward assumptions or prices that no longer apply. The review matches new requirements to previous work and checks differences in scale, technology, buyer responsibilities and delivery conditions.

You get a reuse map showing what can carry forward, what needs adapting and what needs a fresh estimate. It identifies unsupported effort assumptions, outdated rates and client-specific commitments to remove before reusing the material.

Key capabilities

Matches new requirements to past scope and delivery conditions
Classifies work for reuse, adaptation or a fresh estimate
Identifies assumptions, exclusions and commitments that should not carry forward
Flags outdated rates and client-specific details in reusable material
Distinguishes estimates tested in delivery from unverified past figures

With Estii

Build the next estimate from work you can trace

Estii makes past deal scope, estimates and work library items available to your agent as structured work. It can compare the conditions behind earlier estimates and check old roles and rates against the current ones. You supply delivery results so the agent can distinguish estimates tested in delivery from figures that remain unverified.

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Related prompts

Turn discovery notes into scoping questions

Prioritise the unanswered discovery questions that could change effort, price, schedule or delivery risk.

DiscoveryScoping

Find the work you haven't priced

Find buyer requirements and delivery obligations with no clear allowance in the scope or estimate before committing to a price.

ScopingPricing