Add-on ModulesEnhanced quoting functionality for a customized solution tailored to your sales process.
Recurring Monthly Revenue
Powerful RMR generator integrated directly with WeEstimate enabling Clients to define customized Recurring Monthly Revenue.
Costs that today are often missed during the sales proposal stage (i.e. equipment, rentals, etc..), can now be accounted for and included on the job!
Quote tax at the line item level. Designate parts as taxable (Sales/Use) or non-taxable. Assign tax profiles to Client accounts that auto-populate.
Pre and post-sale approvals where rules can apply to groups or individuals, cross-Regionally and within Offices, and can operate in a hierarchy or a first able basis.
Display estimated commission amounts, splits and overrides per proposal, sale or job type on the Estimate screen, Universal Report Grid and Commission Reports for your sales team.
Auto-populate sales information to contract documents. Users can select contracts and print or email to the customer. Includes scope of work, equipment/pricing schedule and more.
Electronic Business Forms
WeOpportunity, WeEstimate & QuoteAnywhere
Make your paper forms electronic and automatically save inside WeSuite. Information can be used to populate inside documents or other databases. A link to forms can also be sent to customers or other personnel for completion.
Allows a copy of the accepted quotation to be used for clarification of items on the bill of materials, labor hours, chargeable items and RMR items without affecting the sale price of the accepted sale.
Enables your sales team to include company defined finance options on proposal or contract documents. Sales people can decide to lead with the lease price and show an outright sale price, or vice versa.
Fixed Price Contracts
Define fixed contract pricing such as: GSA, state and local government contracts or fixed price contracts for customers.
Quote to Contractor
Enables a single estimate to be easily created and emailed individually or all at once, to multiple contractors.
Define customized Test & Inspection billing codes that are added directly to each proposal by using simple “drag and drop” technology.
Site Survey by WeEstimate
NEW! WeEstimate Add-On
Allows Users to create Site Surveys from an iPad, tablet or laptop. Site Survey takes full advantage of the Folder Levels available in WeEstimate and includes real-time Parts and Package search on the WeSuite database, PSA Security or integrated accounting platforms. Create simple to complex system surveys. As parts and devices are added to the Survey canvas, the bill of materials for an Estimate builds in the background. Add notes at plan, part or survey levels. Work as you like, in the field or at the desktop.
QuoteAnywhere Next Gen V2.0
Close on-site directly with customers or from the desktop. Supports package style sales, easily add optional equipment, labor and recurring services. Create Site Surveys to automatically build and quote your sales and provide plans for installation! Proposals and contracts gnereate automatically for electronic signature via Docusign or eOriginal, your choice! Create proposals while meeting with prospects, sign contracts electronically and close sales from an iPad, laptop or tablet. Quote and sign mobile software is coming soon!
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Let us know which Add-On Modules will help your team the most.