Professional services teams
Scope and price services work before delivery inherits the risk
Professional services deals change while they are being sold. Scope moves, assumptions sharpen, delivery input arrives late and pricing pressure never waits for a clean estimate. Estii gives sales, solutions, delivery and finance one commercial model for the deal before it becomes a delivery commitment.
Stop rebuilding the estimate every time the deal changes
Structure scope, assumptions, effort, overheads, products and services in one estimate. When priorities, effort, margin or timing change, Estii recalculates the commercial impact without forcing the team back into another spreadsheet pass.
Make assumptions visible before they become delivery problems
Capture requirements, deliverables, risks, contingencies, priorities and owners against the work itself. Sales, solutions and delivery can see what the price depends on before the proposal becomes the baseline.
Show the trade-offs while there is still time
Compare scope, price and schedule options in the same model. If the buyer needs a lower price, a faster timeline or a different phase shape, adjust the deal and show what changes before anyone commits.
Protect margin without slowing the proposal
Use rate cards, margin ranges, discounts, contingencies, currencies and approvals to keep pricing decisions consistent. Review happens against the deal itself, so finance and delivery can challenge risk without turning every estimate into a meeting.
Forecast capacity and revenue from live deal data
See confirmed work and weighted pipeline by role, practice, phase and timing. Estii turns the services work being sold into capacity and revenue forecasts leaders can use before the next project starts.
Generate proposals from the model, not from scratch
Create proposals, scopes of work, timelines and commercial summaries from the latest approved deal. Late changes stay tied to scope, price, milestones and assumptions, instead of creating another copy-and-paste rebuild.
Turn proven work into the next starting point
Save reusable work items, phase templates and complete deal templates into the Work Library. Good services work compounds across deals without forcing every customer into the same shape.
Bring your toughest deal.
See how scope, margin, capacity and revenue change before the deal is signed.
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