Getting started
Pipeline
Forecasts
Deals
Deals (advanced)
Proposals
Exports
Library
Resources
Integrations
Settings
Glossary
FAQs
ReleasesHelp centre
Welcome to Estii's help centre. Start here when you need to set up your space, model a deal, or understand what changes when scope, price, schedule, and margin move together.
Estii helps technology services teams make better commercial decisions before committing to delivery. Use these guides to set up your space, build deals, forecast capacity and revenue, and share approved proposals with customers.
Can't find what you're looking for? Email support@estii.com
What's new
Aug 6, 2026
A major release introducing the Library, new AI-assisted workflows, and pricing plans with unlimited users.
Jul 27, 2026
Connect your AI agent to Estii and work with your deals in plain language, with a new CLI and API for your own tools and scripts. Plus payment milestones you can set per phase.
Jun 24, 2026
Apply discounts and charges to a deal's final price, watch the margin impact as you go, and present a clean net total in proposals.
Guides
Short videos and written guides that explain Estii's core workflows and capabilities.
Watch short walkthroughs of the platform, deal building, forecasts, and the work library.
Start here. Learn the core concepts and terminology before building your first deal.
Browse a list of frequently asked questions and answers
Articles
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
Reusable library items, phase templates and deal templates shared across your space
Learn more about roles, rate cards and streams that are shared across your space
How to manage members, permissions, billing and other space settings
References
Browse through a list of terms, acronyms and metrics commonly used on Estii