Getting started
Pipeline
Forecasts
Deals
Deals (advanced)
Proposals
Exports
Resources
Integrations
Settings
Glossary
FAQs
ReleasesHelp centre
Welcome to Estii's help centre—your quickest path to accurate estimates and confident proposals.
Estii is a collaborative estimation workspace for scoping, pricing, and publishing proposals consistently. Use these guides to set up your space, align teams on pricing, and share polished outputs with customers.
Can't find what you're looking for? Email support@estii.com
Introduction
Watch a short walkthrough of the core estimation flow (UI is a bit outdated, but the concepts still match today’s product).
What's new
Mar 27, 2026
A personal inbox for tracking your assigned tasks and comment activity, plus activity feeds showing what's changed across your space and deals.
Mar 13, 2026
More flexible estimation categories, scope sections, phase templates and list mode.
Mar 4, 2026
Revenue recognition forecasts, deal rescheduling and more.
Guides and reference
Welcome! Start here for a step-by-step guide for getting started with Estii
Create, estimate, price and manage deals day-to-day
Templates, versioning, updates and variable pricing
The central dashboard for managing all deals in your space
Revenue and resourcing insights across your active deals
Package and share proposals with external users
Export deals to spreadsheets, Jira or ClickUp
Learn more about roles, rate cards and streams that are shared across your space
How to manage members, permissions, billing and other space settings
Browse through a list of terms, acronyms and metrics commonly used on Estii
Browse a list of frequently asked questions and answers