Sales

Close quickly, with confidence

With Estii, Sales teams can iterate on scope, price and schedule without breaking a sweat (or a spreadsheet) to win more profitable business.

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

Bid farewell to re-estimating similar projects and wading through past deals to find comparable estimates. With universal search and import, you can effortlessly navigate your entire database of deals and templates, importing estimates against your current rates and pricing.

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 loose 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

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

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 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 quality and size new opportunities in minutes.

Deal templates
Deal templates

Streamline your estimation process

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