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.

Proposal settings

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

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

Header and footer

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

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

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 single estimate category)

End cover

A simple thank you slide

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 - by phase, feature and task

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

Itemised services - 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.