01.
Estimator

A better scoping and estimating experience

Estimator makes it easier for Professional Service organizations to scope and estimate any kind of project. Estimator enables your pre-sales and sales teams to provide accurate and consistent scope, capacity models, estimates, and timelines.

A better scoping and estimating experience
Why Estimator?

Why Estimator?

Create a transparent, seamless, faster sales process that engages and benefits customers, sales, and delivery.

1. Shorten the sales cycle

A key challenge for any sales team is finding ways to reduce close time. With Estimator, sales engineers save valuable time by leveraging Scope Libraries, Timeline Builder, and Effort Calculators.

2. Set your teams up for success

Estimator is designed to get everyone aligned before a project starts. By defining expectations using scope templates and Salesforce Chatter, Estimator ensures teams can collaborate for maximum impact at every step.

3. Scale your service offering faster

Creating a scoping model for a new service line is challenging and time-consuming. But with Estimator, your roles, rates, and staffing rules all exist in our scoping tool and can be easily applied to a new project or product type.

Features

There are some things a spreadsheet just can’t do.

01.
Scope, library & templates

Document, build, collaborate, and iterate on project-based scope items with reusable scope templates.

02.
Effort calculator & capacity

Input hours for one core resource, and the calculator does the rest. It defines the roles and capacity you need based your organization’s rules and guidelines.

03.
Timeline Builder, Roles & Rates and Pricing Engine

Timeline Builder: Build project timelines or use and modify existing timeline templates for common project types, durations, and sizes.

Roles & Rates: Assign specific roles, rates, and staffing rules to timelines.

Pricing Engine: Fully define an estimate by inputting the contract type, applying discounts, and adding in travel and expense costs.

04.
Create Resource Requests

Seamlessly integrate with Professional Service Automation tools like FinancialForce PSA

Ready to get started?

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