Sales

Close quickly, with confidence

Change scope and schedule without breaking a sweat (or your spreadsheet). Balance opportunity pricing against internal risk.

Coordinate input and feedback from across the business

Empower stakeholders to construct, validate and collaborate on offers in real-time. Assign task owners, priorities, and completable discussions to eliminate internal bottlenecks and approve deals faster.

Inline collaboration
Inline collaboration

Negotiate changes to scope and schedule without breaking a sweat

Approve, negotiate and close deals faster, with real-time updates to scope, schedule and price that are driven by real data, not random hunches.

Client mode
Client mode

Automate proposals that dive deep

Build confidence in your offer with data-rich, carefully designed commercial proposals. Every change is instantly reflected across all outputs - no more manual copying of data out of spreadsheets.

Proposal generation
Proposal generation

Supercharge your existing workflows

Automatically synchronize data between Estii and your CRM. Export detailed calculations and forecasts to enrich data in your sales pipeline and business intelligence tools.

No-code workflow automations
No-code workflow automations

Fast, accurate qualification

Turn frequently requested scope into deal templates that allow your team to quality and size new opportunities in minutes.

Deal templates
Deal templates

Every version, in one place

Approved deals become read-only, and subsequent changes automatically save a version. Create, manage and compare versions in one place, so you'll never loose track of what you sold.

Compare versions of the same deal
Compare versions of the same deal

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