Sales

Close quickly, with confidence

Iterate on scope, price and schedule in a single model. Deals are priced based on deliverable reality - not guesswork - so you close faster and protect margin.

Negotiate scope and price 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

Never start from scratch again

Stop re-estimating similar projects from scratch. Search your entire database of deals and templates, then import estimates against your current rates and pricing in seconds.

Easily track total cost, price and margin
Easily track total cost, price and margin

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 lose track of what you sold.

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

Coordinate input and feedback from across the business

Give stakeholders the tools to construct, validate and collaborate on offers in real-time. Assign item owners, priorities and completable discussions to eliminate bottlenecks and approve deals faster.

Inline collaboration
Inline collaboration

Automate proposals that dive deep

Build confidence in your offer with data-rich, carefully designed commercial proposals exported straight to PDF or PowerPoint. No more manual copying pricing data out of spreadsheets.

Proposal generation
Proposal generation

Supercharge your sales workflow

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 qualify and size new opportunities in minutes.

Deal templates
Deal templates

Bring your hardest deal.

Start a free trial, or book a demo to walk through your messiest estimate.

30-day trial. No credit card required.