CPQ for technology services

The pricing and approval capabilities of CPQ, built around how technology services are actually scoped, estimated and sold.

CPQ brings structure and governance to pricing. But services deals aren't configured once from a fixed set of options. Scope changes, estimates evolve, delivery assumptions move, and teams need to explore different ways to make the deal work.

A different approach to services CPQ

Estii is built around that workflow. Sales, solutions, delivery and finance work directly with the commercial model of the deal, adjusting scope, effort, people, rates, schedule and commercial assumptions as they go.

Every change flows through to price, margin, revenue and capacity, so teams can explore, refine and approve the deal without fighting the model used to price it.

Traditional CPQ

Applies configuration, pricing rules and approval workflows to produce a governed quote. Services CPQ extends that model to accommodate more complex services.

Estii

Starts with the services deal itself. Scope, estimates, people, rates and delivery assumptions are easy to change, with the commercial impact calculated as the deal evolves.

Using both

Your CPQ can remain the source of truth for products, licences and rates. Bring them into Estii alongside the services estimate, then sync the resulting commercial position back into your existing systems.

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.

Scope breakdowns
Scope breakdowns

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.

Rate card controls
Rate card controls

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.

Get a taste with our freeVariable pricing calculator
Scaling unit-based pricing
Scaling unit-based pricing

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.

Deal approval
Deal approval

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.

Scope of Work appendix
Scope of Work appendix

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
$800K+
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

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Deltatre

Estii is a superb estimation tool. It allows our engineering teams to define, estimate and validate estimations which form the basis of commercial proposals.

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Global technology provider

The key strength of Estii is the ease of use and intuitive design of the interface.

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FAQs

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.

Put a real commercial proposal through Estii and see what comes back.

Free. No account required.