The most important capabilities up close
Video walkthroughs and detailed examples of the key capabilities — click a card and see it in action.
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EstiWise ChatBot
The EstiWise ChatBot works from your own knowledge base: it informs visitors accurately, steers the conversation toward a quote request, and produces…
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Embeddable needs assessment
An interactive needs assessment form on your own website that walks the lead through the technical questions and qualifies them.
Features
Everything EstiWise offers. In three value groups, with availability by plan.
See how it worksAI Engine & Quoting
Everything you need for intelligent data collection, calculation and pin-point estimates.
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Basic
Fast onboarding
Give us your website after signing up. EstiWise analyses the profile and extracts your services and prices.
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Basic
Dynamic catalogue
A quote structure generated from the data captured during onboarding: services, products, prices. You tailor it from there.
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Basic
AI-driven needs assessment
A decision tree — every technical detail makes it into the quote, nothing gets left out.
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Basic
Basic questionnaire
Standard forms for assessing basic client requirements.
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Standard
Advanced questionnaires
Branching questionnaires that build a deeper client profile.
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Basic
AI-assisted quoting
EstiWise proposes the line items — you decide the final numbers.
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Basic
AI Chat
Fine-tune the item list in a chat interface — even mid-negotiation.
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Basic
Dynamic recalculation
The total updates in real time as soon as the client changes a parameter.
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Q3 2026
Knowledge base
Your company's “brain” in one place — prices, descriptions, guides, documentation.
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Q3 2026
Manual pricing fine-tuning
Adjust unit prices and margins manually, line by line.
Brand, Identity & Client Experience
Your quote goes out under your own brand — it builds trust and stands out from the competition.
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Basic
Custom branding
Logo, colors, fonts, header image — EstiWise appears under your own identity.
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Basic
White Label
Remove EstiWise branding entirely and offer the software to your partners as your own technology.
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Basic
Email branding
Outgoing emails also carry your logo and colors.
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Basic
Default quote template
A professionally designed template — ready to use from day one.
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Basic
Interactive quote link
Instead of the classic PDF attachment: the client gets their own URL and opens it in the browser.
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Basic
Client-facing page
Your own URL where the client opens the quote, fine-tunes it and asks questions. Shareable by email, on social or from your website.
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Q3 2026
PDF export
Downloadable PDF, high resolution, print-ready.
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Q4 2026
DOCX export
Word format — for custom edits, when a separate document is needed.
Platform, Teamwork & Support
The dependable “engine room”, the security settings and the dedicated expert help that scales with you.
Team & permissions
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Standard
Multi-user access
Invite your teammates to work together.
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Q3 2026
Role-based access control
Admin, sales, viewer — everyone works within their own remit.
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Q3 2026
Data visibility control
You decide who can see prices, margins and profit.
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Q2 2026
Version control
Full version history, with restore to earlier states.
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Q3 2026
Notifications
Email and in-app notifications about quotes, events and updates.
Lead management & follow-up
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Q3 2026
Lead activity tracking
When the client opened it, what they asked about, where they got stuck — all visible.
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Basic
Quote statuses
Additional statuses for managing quotes (open, pending, accepted, cancelled).
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Q3 2026
Tag management
Tags for organizing and grouping quotes.
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Q3 2026
Lead optimization
AI-provided insights for improving your conversion rate.
Onboarding & support
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Basic
Welcome cards & tutorial videos
Short videos right after onboarding, so you're never lost in the interface.
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Basic
Email support
Standard support by email, during business hours.
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Standard
Priority support (1 business day)
Priority response time, with a dedicated channel.
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Premium
24/7 priority support
Round-the-clock availability, fastest response time.
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Premium
Dedicated account manager
A personal expert who knows your business.
Coming soon
We keep developing EstiWise. The main items on the 2026 roadmap:
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Q2 2026
Version control
Full version history, with restore to earlier states.
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Q3 2026
Team & permissions module
Role-based access, data visibility control, notifications.
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Q3 2026
Lead management module
Lead activity tracking, tag management, lead optimization.
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Q3 2026
Knowledge base
Your company's “brain” in one place — prices, descriptions, guides, documentation.
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Q3 2026
Manual pricing fine-tuning
Adjust unit prices and margins manually, line by line.
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Q3 2026
PDF export
Downloadable PDF, high resolution, print-ready.
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Q4 2026
DOCX export
Word format — for custom edits, when a separate document is needed.
The roadmap may change. We set priorities based on feedback from our paying customers.
What you get, in which plan
A quick overview. The detailed feature-level matrix and the prices are on the Pricing page →
| Feature category | Basic | Standard | Premium |
|---|---|---|---|
| AI Engine & quoting | ✓ | ✓ + Advanced | ✓ + Advanced |
| Brand & identity (incl. White Label) | ✓ | ✓ | ✓ |
| Team & permissions | Basic | Full | Full |
| Lead management & follow-up | Basic | + Lead optimization | + Lead optimization |
| Support | Priority (1 business day) | 24/7 + dedicated AM | |
| Premium extras (training, custom development, beta) | — | — | ✓ |
Some features of the Team & permissions and Lead management & follow-up modules arrive between Q2 and Q3 2026 — exact timing is in the roadmap section above.
Meet the new EstiWise Embed feature
Start your 7-day free trial — no credit card needed — and let us help you through the very first steps in a complimentary consultation.
- 7-day full free trial, no credit card
- Simple to drop into your own website
- Free expert consultation
Request a demo
In a short walkthrough we show you how to get results with EstiWise — built on your own pricing logic.