Services CPQ
Pricing and approvals built for services deals.
Scope, estimate and quote in one commercial model, with pricing and approvals that keep up as the deal changes.
A different approach to services CPQ
Estii starts with the work you need to deliver. Your team shapes scope, estimates and delivery plans together as the deal evolves.
Changes flow through to price, margin and capacity, so you can compare options before approval.
Traditional CPQ
Estii
Using both
Change the scope, see the price move
Sales, solutions, delivery and finance work from one model, so changing scope or delivery assumptions immediately shows the impact on price, margin, revenue and capacity.
Rate cards and commercial rules
Apply rate cards by region, cost centre or panel, with target price and margin and pre-approved margin ranges as guardrails.
Project, recurring and product pricing in one deal
Model project work, managed services, products, licences and recurring services together, with tiered, volume and unit-based pricing inside the estimate.
Approvals with the commercial checks attached
Approvals carry an automated assessment of margin, library coverage and drift. An approved deal locks as the version sales, delivery and finance work from.
Proposals and SOWs from the approved quote
Generate proposal and SOW content from the same model, so what the customer signs matches what was priced and approved.
Is Estii the right fit?
A good fit when
- Deals mix project work, managed services, products and licences
- Scope and estimates evolve as the deal takes shape
- Sales, solutions, delivery and finance all contribute before approval
- Price and margin depend on who delivers the work, how and when
A traditional CPQ may be enough when
- Most of what you sell is configured from a defined catalogue
- Pricing follows established rules with little estimation required
- Quotes rarely need delivery input before they can be priced
- Deal value approved in Estii
- $145M+
- Median approved deal value
- $750K+
- Win rate on approved deals
- 47.2%
- Avg margin on approved deals
- 61.0%
What our customers say
Kieran, SVP Solutions
A must have commercial tool for estimation
Estii is a superb estimation tool. It allows our engineering teams to define, estimate and validate estimations which form the basis of commercial proposals.
Global technology provider
The key strength of Estii is the ease of use and intuitive design of the interface.
Questions about Estii and CPQ
It can. If you primarily sell technology services, Estii can handle the commercial workflow from scope and estimation through pricing, approval and quoting. If your existing CPQ is the source of truth for a product catalogue, licences or rates, you can keep it for those and bring them into Estii alongside the services work.
Bring your toughest deal.
Upload a proposal, SOW or estimate and explore it as a working deal in Estii.
Free. No account required.