Introduction
Estimate is Valutico's lead generation and valuation automation tool, designed to simplify the valuation process for both business owners and valuation service providers. By embedding the Estimate widget into a website, you can capture qualified leads and provide instant, branded valuation insights in minutes.
Business owners complete a guided questionnaire with 20 essential questions, receiving an indicative valuation report in just 10–15 minutes. Their responses are automatically sent to valuation providers as structured leads, helping you convert interest into opportunities quickly and professionally.
Key Functionalities
Custom Templates
Select from predefined templates that align with your valuation approach. These templates originate from the Qualitative Assessment module and allow for structured evaluation of non-financial factors.
View Custom Templates
Estimate Reports
Generate reports in your preferred language and format (PDF or Powerpoint). Exported files reflect both the selected valuation methods and your custom branding. Export templates are based on the Export Reports module and support consistency in client-facing outputs.
Email Template Customisation
Edit and personalise outgoing emails used to share valuation results by modifying the subject line and body text, setting a custom sender name and reply-to address, and adjusting the confirmation and follow-up messages to better suit your communication style and branding.
Getting Started: How to Set Up Estimate
Access Estimate Settings
Log into your Valutico account.
Click the Estimate Leads icon located in the main navigation bar on the left.
This will open the Estimate module where you can manage settings, templates, and customisation options.
Platform Settings Page
Configure where and how the Estimate questionnaire is hosted and embedded on your website, including URLs, contact details, and privacy settings.
Field | Description |
Estimate Name | This name appears in all messages sent to clients after they complete the questionnaire. |
Website URL | Enter the full URL (Page on your website) where the valuation questionnaire will be embedded. |
Embed URL | The Embed URL for the questionnaire is generated automatically by the platform, no need to enter it manually. If a developer assisted with your setup, they can help you locate the link if needed. |
Privacy URL | A link to your privacy policy page. |
Default Folder | Select an existing folder or create a new folder where new Estimate leads will be saved |
Send email to client | Enable this option to automatically send the valuation report to the client once the questionnaire is completed. Disable it to review the report before sending it manually. |
Cc email | Enter one or more email addresses (separated by commas) to receive a copy of the email sent to the client, including the attached Estimate report. |
Mailing Address | Used in the footer of our client-facing emails. |
Questionnaire Settings
Control the structure, content, and appearance of your questionnaire, from templates and valuation methods to client emails and branding.
Select a Questionnaire Template
Choose a Qualitative Assessment template.
To update the template, visit the Qualitative Assessment module from within a any existing valuation.
Select Estimate Report Type
Select the preferred language from the Estimate report.
This report is automatically sent to clients upon questionnaire completion.
Select Estimate Report Export Type
Select the export format (PDF or PowerPoint).
Include These Details
Tailor the questionnaire to capture key business data. You can include or exclude:
Name of the contact person – For personalizing client communications
Name of the company to be valued – Ensures accuracy in selecting industry classification and listed peers
Company Description - Description of the company being valued, useful for selecting industry classification and listed peers
Publicly listed similar peer - Lets the client suggest a publicly listed similar peer to the company being valued, supporting better peer recommendations
Eva AI - Enable our co-pilot Eva AI to pre-fill details such as industry, company description, currency and similar peers from publicly available sources
Choose your preferred comparable type
Select the comparable data to use for the selected valuation methods.
Trading multiples - Valuation multiples derived from publicly listed peers
Transaction multiples - Valuation multiples derived from comparable M&A transactions
Note: You may select either type or both.
Choose your preferred valuation methods
Select the valuation methods to use with the chosen comparable type(s).
EV/Sales
EV/EBITDA
EV/EBIT
Select your valuation method years
Select the financial year(s) to which the selected valuation multiples should be applied.
Previous - the last completed financial year
Current - the current financial year
Next - the next (forecast) financial year
Notes:
You may apply any combination of valuation methods to any combination of financial years. To support meaningful comparison across valuation periods, selecting Current year automatically includes Previous year, while selecting Next automatically includes both Current and Previous.
If Transaction Multiples are selected, only the Previous year is available, as forward-looking transaction multiples are not provided.
The questionnaire will only include the financial inputs required for the selected valuation methods (Sales, EBITDA, and/or EBIT) and the selected financial year(s).
Industry Classification
Choose which industry classification standard is used to select the company's industry within the questionnaire.
NACE
GICS
NAICS
Discount to multiples (upper limit)
Set the maximum discount that can be applied to peer multiples based on the Qualitative Assessment. The discount scales linearly from 0% (lowest risk) to the selected upper limit (highest risk).
The default upper limit is 80%.
Brand Colors
Customise the appearance of:
Titles
Buttons
Sliders
to reflect your brand identity.
Phone Number Field
Choose whether this should be:
Required
Optional
Hidden
Default Currency
Select the default currency for financials in the questionnaire
Customise you client email
Write a personalised email that clients will receive after submitting the questionnaire. Tailor it to your tone of voice, brand, or include specific next steps.
Want to support more than one language? Use the multilingual email sections to provide local-language versions of your message.
Note: You must have access rights enabled for Estimate.
Please contact our support team at [email protected] if the feature is not visible in your profile settings.