Audience
Proposal Management platform for anyone
About Estimo
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. Avoid project resourcing issues through the clear tracking and visualisation of project progress. 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. 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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The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate.
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PROPRICER
Our estimating and pricing tool captures every piece of information related to developing cost proposals, then allows you to manipulate the data to provide cost breakdowns and roll-ups any way you choose. Our government proposal software saves detailed historic pricing data for reuse and future reporting. Pricing teams can develop new cost proposals faster by tapping into the data and rationale behind previously successful proposals. With days of formula validation and checking eliminated, pricing teams can use the advanced pricing features to find the perfect project scenario and price. Gain new levels of confidence knowing your pricing formulas, structure, and user permissions are all locked down in one uniform database.
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Estimo
Founded: 2016
Italy
estimo.tech
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Estimo Product Features
Proposal Management
Automatic Formatting
Supported
Calendar Management
Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Pipeline Management
Supported
RFP Management
Supported
Requirements Management
Supported
Revision Management
Supported
Templates
Supported
Version Control
Supported
Task Management
Not Supported
