Sales

Close revenue without inheriting the blame game

Buyers want options quickly. Delivery wants a deal they can actually deliver. Estii helps your team turn scope and pricing changes around faster, so sales can keep the deal moving without being blamed for what happens after signature.

Get credible options back to buyers sooner

When a buyer asks for another option, your team can adjust scope, schedule or price and show the impact without restarting the estimate. The deal keeps moving.

Client mode
Client mode

Make price moves that delivery can stand behind

Give ground to win the work, add a premium for rush delivery, or trade discount for scope. Every adjustment shows the impact on price and margin before the offer goes out.

Named discounts and charges
Named discounts and charges

Start from offers your team already trusts

Use the Work Library to reuse proven work items, packaged services and deal templates, then adapt them with current rates and pricing for the opportunity in front of you.

Library of reusable work items
Library of reusable work items

End the "that is not what we sold" debate

Approved deals become read-only, and later changes save a version automatically. Sales, presales and delivery can compare what changed instead of arguing from memory.

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

Get the right input without becoming the coordinator

Presales, SMEs, delivery and finance can review the work in context, with owners and comments tied to the deal. Sales gets the answer without chasing five separate threads.

Inline collaboration
Inline collaboration

Send the next proposal without rebuilding the numbers

Build proposals and scope of work from the latest scope, pricing and milestones. Export to PDF or PowerPoint without waiting for someone to copy numbers across again.

Proposal generation
Proposal generation

Keep opportunity value in sync with Estii

Salesforce tracks the opportunity lifecycle. Estii tracks the commercial decisions behind the value, then syncs approved deal value, status and outputs back to your CRM.

No-code workflow automations
No-code workflow automations

Show leadership what the pipeline means

As deals move, Estii shows revenue timing, capacity demand and margin impact from live deal data. C-level gets the answer behind the forecast, not just a bigger pipeline number.

Revenue forecast from live deal data
Revenue forecast from live deal data

Qualify common requests from the library

Use reusable scope, packaged services and deal templates to give buyers a credible first-pass size quickly, then bring in presales when the opportunity needs a bespoke model.

Deal templates
Deal templates

Bring your toughest deal.

See how scope, margin, capacity and revenue change before the deal is signed.

30-day trial. No credit card required.