--- title: Estii Reviews meta_title: 'Estii Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Estii works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 1 scale: '5' date_modified: '2026-08-13' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Estii Reviews **Vendor:** Estii **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 ## About Estii Estii is a commercial operating platform for technology services and professional services teams. It helps sales, solutions, delivery, finance and operations teams make better commercial decisions before committing to delivery. Technology service providers use Estii to manage the commercial work behind complex services bids: scope management, service estimation, pricing, margin governance, scheduling, resource planning, revenue forecasting, capacity forecasting, proposals, SOWs and delivery handover. Instead of building every estimate in spreadsheets, teams create structured, reusable estimates from scope, assumptions, effort, roles, rate cards, pricing rules, contingency and approval thresholds. Estii keeps scope, price, margin, schedule and capacity connected in one shared commercial model, so teams can see how changes affect profitability and delivery before a deal is signed. Estii supports fixed-price, time and materials, recurring and managed services deals. It helps teams standardise estimating, protect margins, forecast revenue and capacity from pipeline opportunities, generate commercial proposals and statements of work, and hand delivery the approved model after award. Estii is built for technology service providers, systems integrators, digital agencies, consultancies, managed service providers and professional services organisations that need a more reliable way to estimate services, price complex work, govern margin and plan delivery before committing to the customer. ## Estii Reviews ### 1. A must have commercial tool for estimation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Estii?** Estii is a superb estimation tool. It allows our engineering teams to define, estimate and validate estimations which form the basis of commerical proposals. The Estii team give great support, adding features rapidly. The key strenght of Estii is the ease of use and intuitive design of the interface. **What do you dislike about Estii?** Absolutely nothing, the product is very well designed. **What problems is Estii solving and how is that benefiting you?** Commercial estimation; Software estimation; accuracy; knowledge sharing - [View Estii pricing details and edition comparison](https://www.g2.com/products/estii/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A14%3A59+-0500&secure%5Bsession_id%5D=79aabea5-cd1d-4e96-a8cd-e7317daf10c0&secure%5Btoken%5D=557870778fe3f396e976ac921ce79685d8e921ebdc04a48b9195aee9ca31d0db&format=llm_user) ## Estii Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **RFP Generation** - Customizable Templates - RFX - Versioning - Questions Library - Document Templates **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **RFP Distribution** - Due Date Tracking - Analysis - Selection - Progress Tracking - Milestone Tracking - Time & Expense Tracking - Status Tracking **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Submissions** - Collaboration - Knowledge Base - Review - Reporting - Document Review **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **RFP Response** - Bid Management - Content Library - Access - Automation - Export - Import - Knowledge Library - Compliance Management - Purchase Order Management - Audit Management - Supplier Management - Workflow Management - Content Management - Requirements Management - Vendor Management - Document Management - Requisition Management - Contact Management - User Management - Inventory Management - Template Management - Task Management - Catalog Management **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Third-Party Integrations **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Alerts/Notifications - API - Version Control - Collaboration Tools - Projections - RFP Responding - Approval Process Control - Proposal Generation - Electronic Signature - AI Copilot - Activity Dashboard - Access Controls/Permissions - Automatic Formatting - RFP Creation - Audit Trail - Customizable Reports - Document Storage - Generative AI - Configurable Workflow - Quotes/Estimates **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top Estii Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,510 reviews) - [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) - 4.7/5.0 (1,694 reviews) - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews)