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IN THIS SECTION

Deals are the core of Estii, and represent each individual revenue opportunity or budget managed within your space. This section contains everything you need to know about managing, estimating, pricing and publishing deals!

Introduction

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What is a Deal?

This article introduces the deal hierarchy and the key concepts for estimating, pricing and presenting deals

Deal Management

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Deal pipeline

The deal pipeline is the central dashboard for all the deals in your space.


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How to setup a new deal

A step-by-step guide to creating a new deal


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Deals

The deal page is where you manage the content, lifecycle and output of a deal. It includes a visual summary of the overall deal value, size and activity.


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Phases

A Phase is a subset of a deal containing price, scope and schedule for a set of features

Estimation

Each phase contains estimated features and overheads that determine the maximum effort and price of the phase.