WeEstimate

Efficient and accurate quoting with real-time data in one centralized database.

Powerful Estimating to Contract

Flexible, highly scalable sales estimating, proposal and contract automation for sales teams of only a few to hundreds. Single data entry maximizes productivity, reduces errors and increases profitability! Customize proposals with images, tables and graphics to truly stand out. Real-time sales intelligence bridges the gap between sales, finance, operations and support teams. Over twelve powerful Add-on Modules to customize and enhance the configuration for your business. 

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Single Click Data

Sales data at your fingertips! Filter by region/office, sales person, sales stage, dates, estimated sale/RMR, sold price/RMR, market, gross profit, status, days to close, commisions, splits and overrides.

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Extensive + Easy

Starting a new estimate is quick and easy! The database returns existing customer, site, billing, contact information, name your project, select field information and go to the estimate screen.

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Unrivaled Features

Name project folders, search on parts, drag/drop to folders and Bill of Materials is created below. Labor on parts, at folder level, on entire job per your labor categories and rates.

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Usable Market Data

WeEstimate provides a number of reports reflecting current sales data. The Top 10 reports are popular summaries of items such as: Top 10 Markets, Customers, Sales People, and Manufacturers.

  • Increase profit margins
  • Contact management
  • Manage labor categories, hours & rates
  • Part & Job level labor hours
  • Automate parts/pricing updates
  • Track sales stages
  • Proposal & Contract documents
  • Recurring Monthly Revenue
  • Recurring Annual Revenue
  • Advanced tax calculations
  • Chargeable items
  • Commission management
  • Test & Inspection quoting
  • Accounting system integration
  • Individual User thresholds
  • Proposal sharing
  • Automated sales engineering
  • Automated sales approvals
  • Lump sum & detailed proposal pricing
  • Parts & RMR only sales
  • Subcontractor pricing management
  • Cost up, GPM or discount from list
  • One time part additions
  • Detailed real-time sales reporting

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