Proposal Builder
Kick-start estimates by using templates and utilising off-the-shelf content. Reduce the overhead of creating proposals that still feel bespoke.
Everyone can work on the same proposal together, at the same time. Updates are automatically saved and recorded in a comprehensive changelog.
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Budget Tracker
Avoid project resourcing issues through the clear tracking and visualisation of project progress.
By leveraging integrations (Atlassian Jira & Harvest) or simple manual data input, you can track sold values from Estimo proposals against actual project costs.
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Create, access and edit proposals wherever you are – from your computer, tablet or mobile.
Graphical visualisations, notifications and live activity feeds help you to stay on the ball with actions across your team.
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Easy Management
Store frequently sold products and services in one place, so that they can be quickly re-used. Define internal instructions, enabling junior team members to work autonomously.
Invite, manage and remove users. Assign permission schemes that reflect their role within the estimation process.
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