Welcome to Estii's help centre! We're here to answer your questions and help you learn how to estimate better, faster and smarter.

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Introduction

Watch a short video tutorial that runs through the basics of estimating, pricing and presenting your first deal.

https://youtu.be/VrIsPez5_uw


What’s new


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SEPT 1 2023

Deal versions & weighted forecasts 🎲

Create and compare deal versions. Review multi-phase resource schedule timelines. Set deal probability and weighted forecasts.


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MAY 29 2023

Salesforce workflow automations⚡️

Salesforce and Slack integrations. Workflow automations for syncing deals across platforms. Plus external guest access requests and Increased guest-to-seat ratios


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MAY 16 2023

Payment milestones & timelines⏱️

Dynamic payment milestones, new-look timeline with schedule dependencies. Export deal as Work Breakdown Structure (WBS).


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MAR 31 2023

Comments & filters 💬 👀

Supercharge estimation and collaboration with comments, filters, task owners, deep links and much more!


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