Proposals

IN THIS ARTICLE

A Proposal is the final, branded version of a deal that is shared with external users. Learn how to set up the templates, generate proposals and share with guests.

Unlike traditional slides, Estii populates and updates templates automatically based on your latest estimates and pricing.

The deal proposal screen
The deal proposal screen

Proposal settings

General settings that apply to the entire presentation include the default theme, and global header/footer.

Proposal settings
Proposal settings

Theme

Each deal defaults the to default theme.

To change it, select another one, or click edit to view your space's theme library .

Primary contact

The primary contact appears on the “Thank you” slide. It defaults to the deal owner

Override the default header and footer text defined in the theme

Show page numbers

Toggle the visibility of page numbers on slides

Show/hide skipped slides

By default, skipped slides are visible, but greyed out in the preview.

Use the toggle to hide them completely from view.

Slide settings

Click on a slide to view the template-specific settings. Editing a template that flows across multiple slides will update all effected slides.

Common slide settings include:

  • Skip slide toggle
  • Slide title or heading

Settings for the "Deal Cover" slide
Settings for the "Deal Cover" slide

Templates

The length of a presentation is determined by the number of phases, features and resources used across the deal.

  • Each template updates automatically based on the data available
  • Templates respect the the order of elements defined in the deal (e.g. the order of phases or features)
  • Templates will spread across multiple slides when required

Overview templates

Overview templates provide a top level summary of the deal and the contents of the presentation

Cover page
Cover page

Table of contents
Table of contents

Budget overview - single phase
Budget overview - single phase

Budget overview - multiple phases
Budget overview - multiple phases

Timeline overview
Timeline overview

Phase templates

Phase templates provide a visual summary of each phase by feature, resource and stream. .

When there is only one phase, the phase summary is hidden, and other slides are moved into the overview section

If there is one or less items in a summary category, that slide will be hidden

Phase cover page (with multiple estimate categories)
Phase cover page (with multiple estimate categories)

Phase cover page (with single estimate category)
Phase cover page (with single estimate category)

Feature summary
Feature summary

Resources and timeline summary
Resources and timeline summary

Services
Services

End cover

A simple thank you slide

Back cover slide
Back cover slide

Stream summary
Stream summary

Services are also interactive
Services are also interactive

Appendices

Appendices contain itemised scope and price lists based on the contents of the deal. These are organised by phase, feature and task. Each appendix only appears when there is data available.

  • Itemised scope of work (Feature estimates)
  • Itemised services (Service estimates) including summary of pricing per service
  • Itemised expenses (Expenses estimates) including summary of pricing per expense
  • Rate cards (based on roles used in Features and Overheads)

Itemised scope - summary
Itemised scope - summary

Itemised scope - by phase, feature and task
Itemised scope - by phase, feature and task

Rate cards - summary
Rate cards - summary

Rate cards - day rates for roles and rates used in the Deal
Rate cards - day rates for roles and rates used in the Deal

Itemised services - summary
Itemised services - summary

Itemised services - by phase, feature and task
Itemised services - by phase, feature and task

Itemised expenses - summary
Itemised expenses - summary

Itemised expenses - by phase, feature and task
Itemised expenses - by phase, feature and task

Viewing proposals

Click on the Present button in the deal header to launch the proposal viewer.