Getting started

IN THIS SECTION

Start with the core Estii concepts: spaces, deals, resources, setup, and the workflows that connect sales, delivery, and finance around one commercial model.

Videos

Video guides

Watch short walkthroughs of the platform, deal building, forecasts, and the work library.

Articles

Start here

See where Estii fits in your commercial workflow before you build your first deal.

What is a Space?

Understand the workspace that holds deals, resources, rate cards, templates, members, and settings.

What is a Deal?

Learn how deals bring scope, estimate, price, schedule, proposal, approval, and handover into one model.

What is a Resource?

Learn how roles, streams, products, fixed prices, and rate cards drive cost, price, and margin.

Set up your space

Configure the basics your team needs before modelling real work.