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AI Productivity

Estimatic AI

Estimatic AI helps small business owners and project managers generate accurate project estimates and proposals using artificial intelligence. It streamlines the estimation process, reducing time spent on quotes while improving accuracy.

Starts at $29/month for small teams, with enterprise plans available

Problems It Solves

  • Reduce time spent creating project estimates and proposals
  • Improve estimation accuracy and reduce project overruns
  • Standardize pricing and quoting across your team
  • Track estimation vs. actual performance for continuous improvement
  • Streamline client approval workflows with digital signatures
  • Eliminate manual calculation errors in complex estimates
  • Gain visibility into project profitability and margins

Who Is It For?

Perfect for:

Small business owners and agencies who need to create accurate project estimates quickly and want to track estimation accuracy over time.

Not ideal for:

Large enterprises with highly complex, multi-stage estimation processes or those requiring extensive custom development.

Key Features

AI-Powered Estimation

Automatically generates accurate project estimates based on project parameters, scope, and historical data using machine learning algorithms.

Proposal Generation

Creates professional, branded proposals and quotes that can be customized and sent directly to clients.

Time & Cost Tracking

Tracks actual project time and costs against estimates to improve future estimation accuracy.

Client Portal

Allows clients to view, approve, and sign proposals through a dedicated portal without leaving the platform.

Integration Capabilities

Connects with popular project management and accounting tools to streamline workflows and data synchronization.

Template Library

Provides pre-built estimation templates for common project types that can be customized for your business.

Reporting & Analytics

Generates insights on estimation accuracy, project profitability, and team performance over time.

Mobile Access

Access estimates and proposals on-the-go with mobile app support for iOS and Android devices.

Estimatic AI vs Alternatives

Asana

Free for individuals, from $11/user/month for teams

Asana is a comprehensive project management platform with estimation features, but Estimatic specializes specifically in AI-powered estimation and proposal generation with deeper analytics.

ClickUp

Free plan available, Unlimited from $7/user/month

ClickUp offers broad project management capabilities including time tracking, but lacks Estimatic's AI-driven estimation engine and automated proposal generation.

HubSpot CRM

Free CRM forever, paid Sales Hub from $20/user/month

HubSpot excels at sales pipeline management and CRM, but Estimatic provides specialized AI estimation and proposal tools tailored for service-based businesses.

QuickBooks

Starts at $30/month

QuickBooks is primarily an accounting tool, while Estimatic focuses on the estimation phase before invoicing, though both can integrate for seamless workflows.

Coda AI

Free plan available. Paid plans from $10/Doc Maker/mo to custom Enterprise pricing.

Coda AI is a flexible document and workflow platform with AI assistance, but Estimatic provides specialized templates and workflows specifically designed for project estimation.

Frequently Asked Questions

How does Estimatic AI generate estimates?
Estimatic uses machine learning trained on your historical project data to identify patterns and generate accurate estimates. You input project parameters like scope, complexity, and team size, and the AI calculates time and cost estimates based on similar past projects.
Can I customize estimates before sending to clients?
Yes, all AI-generated estimates can be fully customized. You can adjust line items, add notes, apply discounts, and modify any aspect before sending to clients.
Does Estimatic integrate with my existing tools?
Estimatic integrates with popular project management tools like Asana and ClickUp, accounting software like QuickBooks and Xero, and CRM platforms like HubSpot. Custom integrations are available on higher tiers.
Is there a free trial available?
Yes, Estimatic offers a 14-day free trial with full access to all features. No credit card is required to start.
How does the accuracy improve over time?
As you log actual project time and costs, the AI learns from the variance between estimates and actuals, continuously refining its estimation models for your specific business.
Can multiple team members use Estimatic?
Yes, the Professional and Business plans include team collaboration features. You can invite team members, set permissions, and collaborate on estimates in real-time.

Pricing

Starter

$$29
/monthly

Freelancers and solo consultants

  • Up to 50 estimates/month
  • Basic templates
  • Client portal
  • Email support

Professional

$$79
/monthly

Small agencies and growing teams

  • Unlimited estimates
  • Advanced templates
  • Team collaboration
  • Integrations
  • Priority support
  • Custom branding

Business

$$199
/monthly

Established agencies and enterprises

  • Everything in Professional
  • Advanced analytics
  • API access
  • Custom workflows
  • Dedicated account manager
  • SLA support

Quick Info

Learning curve:easy
Platforms:
webmobile
Integrations:
asana, clickup, hubspot-crm, quickbooks, xero-ai +6 more

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