Estimates 3.0

Mar 20, 2026

Overview

• Replace rigid estimate types with configurable categories that define allowed resources and pricing models.
• Structure complex scopes with optional sections and clear subtotals.
• Create phases from templates so new deals start with the right category and section setup.
• Mix one-off and recurring pricing where needed, including role effort, products, and custom prices in the same category.
• Keep continuity for existing spaces with automatic migration and unchanged totals.

Flexible categories

We've replaced fixed estimate types with configurable categories, so teams can model work in a way that fits their process.

• Categories now control which resource types and pricing models are allowed.
• Scope is now organized as Phase → Category → Section → Item → Line item → Estimate.
• Sections can be used to group related work within a category, and show subtotals in scope, proposals, and exports.

Editable categories and sections in Estimates 3.0

Per category rules for estimation and proposals

Phase templates

We've added phase templates in Settings → Estimates → Templates so you can start new work with the right structure.

• Templates define default categories, optional sections, and ordering.
• Teams can start from built-in templates:
  • Classic for parity with the previous behavior
  • Standard for a simpler setup with three categories: Deliverables, Services, and Overheads
  • Blank for a simple single-category starting point
• New deals and added phases can start from the template you choose, reducing repetitive setup.

Practical examples:

• Discovery: Keep it lean with categories like Workshops, Research, and Plan; use mostly one-off estimates with optional recurring advisory support.
• Build: Separate core delivery from ongoing services with categories like Deliverables (one-off), Services (recurring), and Overheads (mixed).
• Run: Focus on continuous work using categories like Support, Maintenance, and Enhancements, with recurring estimates plus optional one-off change requests.

Phase templates

Additional changes

Estimates 3.0 also updates how estimates appear and behave across a deal:

• Estimates:
  • New list mode and sticky headers
  • Categories are reorderable
  • Renamed 'features' to 'items', and 'items' (formerly 'tasks') to 'line items'
• Overview:
  • Category totals are grouped by category name across phases
  • The category dropdown filters out phases without totals for that category
• Scope:
  • Updated breakdowns, including sections and pricing model (fixed vs recurring).
• Search:
  • Filters now reflect your actual categories and sections, plus pricing model and resource kind.
• Proposals:
  • Group or split categories based on category rules with phases and appendices.
  • Section headers appear in 'Scope of work' appendices.
• Exports:
  • Overview sheet uses category totals grouped by category name across phases
  • Scope WBS (work breakdown structure) includes named sections in the hierarchy
  • All relevant sheets have additional category and section columns (name, id)
• Settings:
  • Removed legacy terminology overrides for categories (see migration notes below)

Migration notes

Migration is automatic for existing deals and templates.

• Existing totals and pricing behavior are preserved.
• Legacy categories are mapped to equivalent dynamic categories.
• If you previously set custom terminology for your categories, it will be migrated into the 'classic' phase template.
• Existing workflows continue to work while enabling the new structure.

Misc

• Updated sample deal and deal tour to match the new model.
• Removed old space/deal terminology overrides tied to legacy categories.
• Added new limits: 5 sections per category, 5 categories per phase, 10 phase templates per space.
• Shift click expand/collapse toggle on a category or section to open/collapse all children.
• Minor UX improvements to proposals and deal overview.