Think of it as the link between sales and delivery that gives you the best chance of success, while finally putting an end to yet another suite of spreadsheets.
Most teams are still quoting in spreadsheets. And look, they’re great… until they get promoted to running your entire operation.
That’s when things start to slip. Data gets scattered, handoffs get weird, and somewhere between “closed-won” and kickoff, everyone realizes they had slightly different ideas of what was actually included in the deal.
Services Estimator fixes that by bringing quoting onto the platform, where your data already lives and where other teams can actually use it.
Instead of building estimates in isolation, you’re creating something that carries all the way through delivery, without needing a trail of spreadsheets to explain what happened along the way.
Keeping Projects on Track Before Day One
Certinia’s Services Estimator is a Salesforce-native application that lives directly inside your existing environment. No switching systems. No disconnected tools. No last-minute scrambling to figure out what’s real and what was “just for the estimate.”
Everything stays connected, from opportunity to project, so everyone’s on the same page from day one, not three meetings later.
It gives teams a clear, realistic view of the work before anything is sold, including scope, roles, resources, and margins. Instead of guessing, teams can model different scenarios, build structured proposals, and align expectations early, before anything gets locked in and everyone has to pretend it will make sense later.
What Services Estimator Actually Does
At its core, Services Estimator standardizes how estimates are built and carried into delivery.
- Guided scoping and Attribute-Based Pricing (Spring ’26) work together to define estimates upfront and adjust pricing based on real project inputs. For example, if on-site training is selected, the estimator can prompt for the number of locations and increase pricing accordingly. This gives pricing managers a more strategic, value-based approach, while helping protect and improve margins
- The Headcount field lets teams scale an entire project model instantly, adjusting hours, costs, and billing while generating resource requests in the background
- Version control tracks changes over time, so teams always know what shifted and why
- The primary estimate continuously updates the opportunity with the latest scope and resource needs
- Once approved, estimates convert directly into fully scoped projects in Certinia PS Cloud
No rework. No translation layer. No “wait, what did we actually sell?” moments halfway through delivery.
What This Means for Your Teams
With everything connected upfront, teams can make better decisions earlier and improve outcomes over time.
- Closes the gap between sales and delivery by keeping estimates, resources, and project plans aligned from the start
- Improves accuracy over time by using real delivery data to refine future estimates
- Supports smarter decisions earlier with real-time scenario modeling for staffing, timelines, and margins
- Gives teams a shared, reliable foundation to collaborate without chasing down disconnected data
- Adds predictive insight with built-in win-rate analysis powered by historical data
The Bottom Line
When quoting lives in spreadsheets, it tends to stay there, along with the extra tabs, the “final_v3” versions, and the context no one can quite piece back together later.
Services Estimator brings services delivery quoting into Salesforce, where your data, your teams, and your outcomes are already connected, tied to the Opportunity that is already the beating heart of Sales.
It’s not just about building better estimates. It’s about making sure what you sell is something your teams can actually deliver, with margins firmly in the crosshairs, without the mid-project “wait, how did we price this?” moment.
