Estimo Overview

Estimo is a sophisticated proposal management software designed to help businesses create, manage, and streamline the proposal creation process. The platform offers a wide range of tools for creating professional, customized proposals that align with a company’s branding and messaging. With Estimo, businesses can easily generate proposals using predesigned templates or build them from scratch. The software includes features for collaboration, allowing team members to work together in realtime, ensuring that all aspects of the proposal are accurate and comprehensive. Estimo also integrates with CRM systems, providing businesses with access to client data, pricing information, and previous proposals, making it easier to create tailored proposals that meet the unique needs of each client. Additionally, Estimo’s reporting and analytics tools help businesses track proposal performance, identify trends, and optimize their sales process. Whether for B2B or B2C proposals, Estimo simplifies the process, increasing efficiency and improving conversion rates.

Read More

Contact Details

  • Vendor Name Estimo
  • Founded 2016
  • Location Italy

Support

    NA


Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Consumer Services

You May Also Like

Better Proposals

Better Proposals

$19 Per user

GetAccept

GetAccept

$25 Per user

HoneyBook

HoneyBook

$16 Per month

Jotform Sign

Jotform Sign

Contact Vendor

Estimo Features

  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control
  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

Estimo Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

Estimo FAQs

Estimo is a sophisticated proposal management software designed to help businesses create, manage, and streamline the proposal creation process. The platform offers a wide range of tools for creating professional, customized proposals that align with a company’s branding and messaging. With Estimo, businesses can easily generate proposals using predesigned templates or build them from scratch. The software includes features for collaboration, allowing team members to work together in realtime, ensuring that all aspects of the proposal are accurate and comprehensive. Estimo also integrates with CRM systems, providing businesses with access to client data, pricing information, and previous proposals, making it easier to create tailored proposals that meet the unique needs of each client. Additionally, Estimo’s reporting and analytics tools help businesses track proposal performance, identify trends, and optimize their sales process. Whether for B2B or B2C proposals, Estimo simplifies the process, increasing efficiency and improving conversion rates.

  • No, Estimo does not offer a free version.

  • Yes, Estimo offers a free trial.

  • No, Credit Card details are not required for the Estimo trial.

  • No, Estimo does not offer an API.

  • Estimo offers training with the following options:
    • Live Online , Documentation

  • Estimo supports the following languages:
    • English

  • Following are the typical users of the Estimo:
    • Self-Employed , Small-Business , Midsize-Business

  • Estimo supports the following deployment:
    • Cloud Hosted

  • Estimo supports the following devices and operating systems:
    • Web-Based