Estii
Deployment
Best for
Data Protection & Security Compliance
Overview
About Estii
Estii helps technology services businesses make better commercial decisions before committing to delivery. It gives sales, solutions, delivery and finance one commercial model for every deal, so scope, effort, pricing, margin, revenue and schedule stay connected as the deal changes.
Sitting between CRM and PSA, Estii provides the commercial model both sides can work from, keeping what was sold aligned with what gets handed over for delivery. Teams use Estii to scope and estimate services, model project and recurring work, test commercial scenarios, approve deals, and generate proposals and SOWs.
Estii is built for technology solution providers that have outgrown spreadsheets and internal tools, particularly where complex deals need input and approval across sales, solutions, delivery, finance and leadership.
A shared commercial library makes proven work reusable across deals, while API and MCP access let your agents work with the same commercial model.
At a glance
Software information
Industries served, licensing and the support Estii provides.
Industries
- Computer-software
- Information-technology-services
- Management-consulting
- Marketing-advertising
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free trial
- Free version
Support
- Live Chat
- Phone
- 24x7 Support
Training
- Webinar
- In-person
- Documentation
Capabilities
Estii features
The full feature set, grouped by module.
CPQ Software
- Approval Workflow
- Guided Selling
- Price and Cost Calculations
- Proposal Generation
- Quotes/Estimates
Quoting Software
- Automated Quoting
- Contact Management
- Discount Management
- Multi-Currency
- Quote Creation
- Quote Tracking
- Templates
- AI Features
Plans
Estii pricing
Works with
Integrations
Estii connects with the tools your team already uses.
Media