What's new

Customizable scope breakdowns
Customizable scope breakdowns

Sept 1 2024

Customizable scope breakdowns, recurring payment milestones, @mentions in comments keyboard navigation in proposals

Recent releases

Export to Jira and ClickUp
Export to Jira and ClickUp

MAR 22 2024

Export Estii deals directly into your Jira or ClickUp projects

Copy as image 🖼️
Copy as image 🖼️

MAR 5 2024

Copy graph or slide content as a high resolution images. Standalone variable pricing calculator

Enhanced duplication 📀💿
Enhanced duplication 📀💿

FEB 23 2024

Enhanced duplication and templating options, and other minor improvements and bug fixes

Delivery mode 🚚
Delivery mode 🚚

Feb 5 2024

Making Estii better for delivery teams, with Delivery mode

Universal search, capacity forecasts, feature tags 😍
Universal search, capacity forecasts, feature tags 😍

JAN 29 2024

Search and import estimates from previous deals. Predict resource demand with capacity forecasts. Feature tags, Pipeline cards and much more

Older releases

Deal versions & weighted forecasts 🎲
Deal versions & weighted forecasts 🎲

SEPT 1 2023

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

Salesforce workflow automations ⚡️
Salesforce workflow automations ⚡️

MAY 29 2023

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

Payment milestones & timelines ⏱️
Payment milestones & timelines ⏱️

MAY 16 2023

Payment milestones and new-look timeline with phase schedule dependencies. Export deal in Work Breakdown Structure (WBS).

Comments & filters 💬 👀
Comments & filters 💬 👀

MAR 31 2023

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

Deal templates 📚
Deal templates 📚

MAR 3 2023

Deal templates to help streamline the creation of new proposals. Deal owners for tracking who is responsible for each deal

Fixed price estimates 💰
Fixed price estimates 💰

FEB 17 2023

Fixed price estimates for faster, simpler price management. Compact schedules for customers with many roles.

System light/dark mode 🌓
System light/dark mode 🌓

FEB 6 2023

System light/dark mode. New look login and setup screens. Other minor improvements

Client mode + variables 🎢
Client mode + variables 🎢

JAN 25 2023

Client mode for protecting sensitive data, Variables for estimating scale over time, and Import roles from any spreadsheet format.

Guest invites 😲
Guest invites 😲

DEC 1 2022

Guest invites, schedule UX improvements, deal export and deal update improvements.

Export to spreadsheet 🗒
Export to spreadsheet 🗒

NOV 27 2022

Export your deals to spreadsheet - with full breakdowns of tasks, estimates, resources and schedules.

Scope by risk level ✳️
Scope by risk level ✳️

OCT 2022

Scope by risk level, Improved deal updated, enhanced light & dark mode and corner styles for themes

Products & managed services 🍰
Products & managed services 🍰

24 SEPT, 2022

Level up your estimates with unit based pricing, recurring services, one-off expenses and total breakdowns!

Enterprise SSO improvements 🔐
Enterprise SSO improvements 🔐

12 SEPT, 2022

Enterprise customers can now self manage their SSO identity provider from space settings.

Smart theming 🤩
Smart theming 🤩

AUGUST 24, 2022

Smart theming, SVG image uploads, improved deal avatars and all-new first-run sequence

Features 2.0 ✌️
Features 2.0 ✌️

JULY 14, 2022

Inline tasks with descriptions, dynamic time periods (hours, days, weeks, etc), single-phase proposals, and dozens of other improvements.

Single Sign-On (SSO) 🔑
Single Sign-On (SSO) 🔑

MAY 31, 2022

Sign in with Google or Microsoft. Enterprise Single Sign-On (SSO). Image based deal avatars.

Inline phases ⚡️
Inline phases ⚡️

MAY 17, 2022

Inline phases within deals. Enhanced pipeline. Editable deal accounts.

Billing management 💳
Billing management 💳

APRIL 14, 2022

Billing and subscription management, updated Privacy policy & GDPR compliance.

Theme management 🎨
Theme management 🎨

MARCH 29, 2022

Improved theme management, better default avatars, minor improvements to deals and rate cards.

Interactive tours 👋
Interactive tours 👋

MARCH 18, 2022

We’ve added interactive tours for new users, and made some minor improvements to themes