Integrations
WESUITE Integrations
Enhance the power of your WeSuite security sales software by using our custom integrations with great solution providers. Unite your sales process with the rest of your business workflow to bridge gaps that will save time and money.
We’re no stranger to developing custom integrations. Ask us about our experience working with enterprise clients to make WeSuite function seamlessly as part of their broader business management operations.
WeSuite Integrations
ADI
https://www.adiglobal.com
ADI
It’s never been easier to quote from ADI’s current catalog using your company account ID courtesy of this dynamic integration. Parts and pricing are updated automatically within WeSuite, for easy inclusion on estimates, proposals, and contracts.
Website
DocuSign
https://www.docusign.com/
DocuSign
Customers can sign from anywhere, on any device, via DocuSign’s secure electronic signature of sales documents. WeSuite initiates finalized proposal and contract documents for electronic signature with just a click within QuoteAnywhere and WeEstimate.
Website
Google Calendar & Contact Sync
https://www.google.com/
Google Calendar & Contact Sync
Keep calendars and contacts synchronized between use of Google’s Gmail and WeSuite’s WeOpportunity. With bi-directional viewing and scheduling of appointments for one or multiple people, and search and addition of contacts in either application, salespeople save tons of time.
Website
Quickbooks
https://quickbooks.intuit.com/
Quickbooks
WeSuite’s integration with QuickBooks desktop enables search and selection of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. WeSuite automates winning sales data to export from WeEstimate and QuoteAnywhere and the Site Survey, for automated estimate creation in QuickBooks.
Website
Blackleaf Connect
https://blackleafsolutions.com/
Blackleaf Connect
Search and select from a centrally maintained database of multiple distributor’s parts and pricing from within WeSuite’s sales estimating tools for seamless addition to estimates.
Website
eOriginal
https://www.eoriginal.com
eOriginal
Offer residential customers turn-key low-interest financing of security, smart home automation, and other technology purchases from within QuoteAnywhere and the Site Survey. Increase sales and offer greater value, while eliminating cash-flow concerns and minimizing financial risk.
Website
Microsoft Outlook
https://outlook.live.com/
Microsoft Outlook
Keep calendars and contacts synchronized between Microsoft Outlook and WeSuite’s WeOpportunity. With bi-directional viewing and scheduling of appointments for one or multiple people, and search and addition of contacts in either application, salespeople save tons of time.
Website
SAP Business by Design
https://www.sap.com/
SAP Business by Design
WeSuite’s integration with SAP Business by Design enables lead and estimate creation with direct search and selection of existing Customers, Site and Billing Addresses, Contacts, Parts, Chargeable Items, and Recurring Services. The integration includes export of winning sales data from WeSuite for automated job creation in SAP Business
Website
BoldGoup
https://www.boldgroup.com/
Integrated with both Managely and SedonaOffice, WeSuite offers real-time read of existing Customers, Site/Billing and contact info, Equipment, Recurring Services, and other invoice items for lead and estimate creation. As well as automatic Job/Work Order creation imported into Managely or SedonaOffice from the estimate.
Website
FieldHub
https://www.fieldhub.com/
FieldHub
Experience complete continuity between WeSuite’s best-in-class CRM, sales management, and quote-to-booking capabilities and the project delivery, accounting, and support-related workflows best managed by FieldHub’s robust platform.
Website
PSA Security Network
https://psasecurity.com/
PSA Security Network
WeSuite’s integration with the PSA parts database enables automated search and selection of up-to-date parts and pricing at PSA Member cost directly from within WeEstimate and QuoteAnywhere and the Site Survey, for inclusion on any estimate, proposal or contract.
Website
System Surveyor
https://systemsurveyor.com/
System Surveyor
This integration allows users to seamlessly link one or multiple System Surveyor surveys directly to estimates within the WeSuite platform. Enhance proposal documents by automatically incorporating System Surveyor layouts ensuring consistent, professional presentations that showcase system designs along side estimates with precision.
Website
