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About Estimo

Estimo keeps all your sales data (clients, rate cards, products and proposals) in one place. Creating professional & profitable estimates now takes minutes, not hours. Avoid project resourcing issues through the clear tracking and visualization of project progress. Create, access, and edit proposals wherever you are from your computer, tablet or mobile. Graphical visualizations, notifications and live activity feed help you to stay on the ball with actions across your team.

Screenshots & Videos

Budget Tracker

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    65%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Estimo Features

Proposal Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    83%

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Alert Notifications

Alerts the user when predefined criteria is met

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

PDF Export

Enables to export the document to PDF file for easy sharing

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Estimo Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 28/06/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Estimo Pricing.

Estimo Alternatives

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Estimo Reviews

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Estimo Screenshots

Estimo FAQs

What is Estimo used for?

Estimo is Proposal Software. Estimo offers the following functionalities:

  • Collaborative Editing
  • Document Audit Trail
  • Document Library
  • e-Signature
  • Customer Pipeline
  • Alert Notifications
  • Contact Management

Learn more about Estimo features.

What are the top alternatives for Estimo?

Does Estimo provide API?

No, Estimo does not provide API.

Estimo Contact

Vendor Details

Not available

Contact Details

Not available

https://estimo.tech/

Social Media Handles

Grid Report for Estimo

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