Work from pre-existing templates and utilise off-the-shelf content (client-specific information, line items and project milestones), to 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.
Flexible pricing methodologies
Create line items based upon rate cards or value based, add pass-through costs in too. These are displayed elegantly within the proposal, in a consumable tabular format.
Productise your services
Store frequently sold products and services in a centralised database, so that they can be quickly added to estimates. Define internal instructions, enabling junior team members to work autonomously.
Track ongoing budgets
By leveraging integrations (Atlassian Jira & Harvest) or simple manual data input, you can track sold values from Estimo proposals against actual project costs.
Understand resource usage
Avoid project resourcing issues through the clear tracking and visualisation of project progress.