Features

Make better commercial decisions before delivery

Scope, estimate, price, forecast, approve, reuse and hand over work from one shared commercial model, so every change is visible before the deal becomes a commitment.

Scope, pricing & approvals

Shape scope, price and delivery together.

Explore commercial options with the impact on margin and capacity visible as the deal changes. Bring sales, delivery and finance into the review, then carry approved scope and assumptions through to proposals and handover.Learn more
Real-time updates to scope, margin and price
Requirements & estimation

Build estimates that reflect reality.

Modern service deals are more than effort. Combine project work, products, licences, recurring services and overheads, so every price reflects what delivery must stand behind.Learn more
Scope-driven service estimate with cost, price and margin
Scope-driven service estimate with cost, price and margin
Scheduling & resource planning

Turn the estimate into a delivery plan.

Generate timelines and resource plans from the work in each deal. Explore delivery options and see which roles you need, when you need them and how staffing changes affect the schedule.Learn more
Project timeline and resource plan generated from an estimate
Revenue & capacity forecasting

Plan the business from the work being sold.

Bring signed work and weighted pipeline into one view of revenue and resource demand. See where upcoming deals could stretch capacity or leave gaps, and make hiring and project-start decisions earlier.Learn more
Organisation-wide revenue, margin, and capacity forecasts
Commercial library

Stop rebuilding the commercial model from memory.

Turn proven work into reusable work items and templates your team and agents can draw from. Track how deals evolve and keep improving your commercial playbook.Learn more
Reusable work items and templates in the commercial library
Reusable work items and templates in the commercial library
AI

Works with your AI. Grounded in your commercial model.

Connect Claude, ChatGPT or your own agents to your deals, rates and reusable work. Match requirements, review commercial risks and understand the impact of changes before approval.Learn more
Deal review findings
Deal review findings
Integrations

Connect your tools. Carry the commercial detail through.

Sync deals with your CRM, hand approved scope to delivery, automate workflows and export detailed spreadsheets for finance. Use the API and CLI to connect your own systems.Learn more
Estii connected to Salesforce, Slack, Jira and ClickUp
Estii connected to Salesforce, Slack, Jira and ClickUp
Proposals & SOWs

Keep every proposal in sync.

Generate proposals and statements of work directly from your shared commercial model, ensuring every document reflects the latest scope, pricing and commercial decisions.Learn more
Proposal generation
Proposal generation

Bring your toughest deal.

Upload a proposal, SOW or estimate and explore it as a working deal in Estii.

Free. No account required.