Presales / Solutions

Removing the presales bottleneck is just the beginning.

You found Estii because you've lived the problem. Now you need to bring it to leadership.

Here's the short version: estimates that took days take hours, reviews happen in the estimate, and every deal produces commercial data the business can plan around.

Turn messy requirements into a deal model

Bring the awkward RFP, the half-formed brief and the late sales note. Structure scope, assumptions, effort and pricing in one estimate your team can review.

Show the trade-offs while there is still time

Compare scope, price and schedule options without breaking the estimate underneath. When someone asks for a cheaper option, descope the work and show what changes.

Keep assumptions visible

Estimate effort against requirements and deliverables, then organise the work with priorities, tags, risks, contingencies and item owners. Hidden assumptions stop hiding.

Turn proven work into reusable building blocks

Save the scope, assumptions and estimates that worked, then reuse them as work items, phase templates or complete deal templates. Good presales work compounds instead of disappearing into the last proposal.

Price the edge cases without spreadsheet gymnastics

Model tiered pricing, recurring services, pass-through costs, currency conversion and variable quantities inside the estimate, not in a side calculation someone has to maintain.

Review estimates without chasing people

Assign owners, gather SME input, track comments and keep version history against the work itself. Use client mode when the review needs to happen in the room.

Give leadership the case behind the deal

Export the commercial detail behind the recommendation: margin, revenue timing, resource schedules, scope and estimates for sales, finance and delivery.