Proposal management for technology services
Generate proposals and SOWs from the commercial model behind the deal.
A good proposal needs more than good content. For technology services, the scope, effort, pricing, assumptions, schedule and resourcing behind it all need to stack up too.
What sits behind the proposal
Estii manages the commercial model before turning it into a proposal or SOW.
Sales and solutions shape the deal while delivery, finance and leadership review the same commercial model, so the document reflects what the business has estimated, priced and approved.
Proposal tools
Estii
Using both
Show the commercial story clearly
Turn scope, pricing, timelines and milestones into clear commercial breakdowns, so clients and internal reviewers see the same view of what is being proposed.
Generate the proposal and SOW from the deal
No estimate-to-proposal round trip. When scope, price or schedule changes, the proposal and Statement of Work change with it.
Every price in the proposal has a source
Each figure traces back to the scope, effort and rates behind it, so reviewers can check how a number was reached before the customer asks.
Approve the deal before the document goes out
Review margin, dates, resourcing and rate card before approval, and keep every version on record. The proposal is generated from the approved version.
Present online or export when the deal is ready
Present online, export to PowerPoint, download as PDF, or push the approved proposal to your CRM.
Keep proposals on brand
Create consistent themes that can be used across deals. Check colours against WCAG 2.0 standards before proposals go to clients.
Is Estii the right fit?
A good fit when
- Proposals carry pricing, timelines and resourcing, not just narrative
- Price depends on scope and effort that evolves during the deal
- Several teams review the commercial position before the proposal goes out
- What you propose becomes what delivery has to deliver
A proposal tool may be enough when
- Proposals are mostly narrative, case studies and standard content
- Pricing comes straight from a fixed price or rate list
- There is little estimation or delivery modelling behind the proposal
- 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
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 proposals
It can for commercially led proposals and SOWs. Estii generates them directly from the approved deal, including scope, pricing, timelines, milestones and rate cards. If you use a proposal tool for narrative, design or content libraries, bring the commercial content from Estii into it.
Bring your toughest deal.
Put a real commercial proposal through Estii and see what comes back.
Free. No account required.