QuoteAnywhere
SECURITY SALES QUOTING SOFTWARE THAT TAKES YOU FROM LEAD TO CLOSE
QuoteAnywhere is lead-quote-close software at its finest. One web-based platform that works as hard in the field as it does in the office, QuoteAnywhere offers the ultimate in flexibility and performance for connected sales teams.
Empower your
Sales Team
Sales Team
Keep Every Deal Moving Forward
- From lead to close, any opportunity, any size
- Collaboratively build quotes with customers
- Automate internal approvals
- Generate branded proposals and send for e-signature
Sell Smarter, Work Faster
- Hit target selling price or GPM with built-in controls
- Capture overlooked costs and recurring revenue
- Use reporting insights to refine sales strategies
- Work faster with built-in virtual assistant, Selena AI
Unmatched Flexibility
- Enjoy full-featured, cloud-based accessibility from anywhere
- Customized your workflow with add-on modules
- Scale effortlessly from teams of 3 to 3000
- Integrate with leading ERPs and business platforms
Make Every Day
a QuoteAnywhere Day
How much easier would your job be with sales management software that works as hard as you do, from wherever you are? Take a look!
WORKFLOWS AS UNIQUE AS YOUR BUSINESS
QuoteAnywhere modules let you customize specialized sales and automation workflows to support how your business functions.
Chargeable Items
Capture overlooked costs like labor, permits, and equipment with WeSuite’s drag-and-drop chargeable items, ensuring automated, accurate pricing on every proposal.
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Chargeable Items
- Account for costs often missed during the sales proposal stage, such as subcontractor labor, construction equipment rentals, permit fees, bonds & insurance, surcharges, and more
- Define and price Chargeable Items for use within WeSuite quoting tools
- Easy drag-and-drop functionality
- Automatic inclusion of calculations on the proposal
Automated Approvals
Streamline workflows with WeEstimate’s automated approval system, featuring custom triggers, hierarchical reviews, real-time email alerts, and locked post-approval security.
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Automated Approvals
- Create pre- and post-sale approval rules triggered by specific individuals, offices, or organizational hierarchies.
- Approvers can efficiently review, approve, or reject proposals directly from their Dashboard or Job Summary Report.
- Real-time emails are automatically dispatched to both the approver and the end user throughout the process.
- Approved estimates are locked to prevent changes; any modifications require restarting the approval cycle for full accountability.
Contract Documents
Auto-populate professional contracts with live project data, support multiple documents per job, and integrate seamless electronic signatures for streamlined execution.
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Contract Documents
- Auto-populate and generate contract documents with customer, project, and estimate data
- Select one or multiple contracts per job
- Print or email documents. Automated electronic signature services integrated with DocuSign or eOriginal are priced separately
- Include scope of work, notes, pricing schedules, service contracts, and more
Finance / Lease
Maximize sales with automated finance options, including RMR calculations, lease comparisons, and break-even analysis, all dynamically displayed on your proposals.
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Finance / Lease
- Include company-defined finance options on proposals and contracts
- Automate the calculation of projects’ Rate Creation Multiple; clarify months required to break even on loss-leader sales
- Present third-party traditional lease programs
- Display varying auto-calculated deposit and payback amounts on proposal documents
- Show lease alternative alongside outright sale price
Fixed Price Contracts
Build quotes using fixed contract pricing for GSA, government, or specific customers, ensuring accurate equipment and hourly labor rate calculations.
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Fixed Price Contracts
- Build quotes based on fixed contract pricing, like GSA, state and local government contracts, and fixed price contracts for specific customers
- Quote equipment and hourly labor rates per contract definition
Recurring Revenue
Streamline recurring sales by dragging RMR codes into proposals, automating subscription quantities, and tracking performance against quotas for simplified service presentations.
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Recurring Revenue
- Define fixed or calculated pricing for each RMR item for inclusion in estimates and documents
- Drag-and-drop to add RMR codes to proposals
- Specify quantities for subscription-based items
- See RMR amounts reflected against sales quotas
- Simplifies selling and presentation of recurring and subscription services
Sales Forms
Design flexible, branded web forms with custom fields and intuitive layouts to capture unlimited customer or project data for seamless integration.
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Sales Forms
- Create custom web-based forms to capture customer or project information, streamlining support and internal communications.
- Use an intuitive design tool to create branded forms with flexible fields like drop-downs, radio buttons, and checkboxes.
- Capture unlimited data at the customer or job level for surveys, project funding, tax status, or billing requirements.
- Utilize an API endpoint to export captured data seamlessly to other applications.
Test & Inspection
Effortlessly quote testing and inspection services using drag-and-drop codes with flexible, custom billing based on device counts, frequency, and duration.
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Test & Inspection
- Easily quote testing, inspection, and subscription-based services
- Utilize customized billing codes based on device quantity, percentage of devices to be tested, minutes per test, inspection category, service frequency, and length of contract
- Drag-and-drop Test & Inspection codes to proposals
SOLUTION PACKAGES
Your company’s QuoteAnywhere deployment will be customized based on your sales process. We assist with software implementation, configuration, use of integrations, and training. These packages include the most popular combination of add-on modules. You can also purchase modules a-la-carte.
Foundations
- QuoteAnywhere PLUS
- ✓ Lead Creation & Management
- ✓ Chargeable Items
- ✓ Recurring Revenue
- ✓ Site Survey
Essential
- Foundations PLUS
- ✓ Lead Creation & Management
- ✓ Chargeable Items
- ✓ Recurring Revenue
- ✓ Contract Documents
- ✓ Site Survey
- ✖ Automated Approvals
- ✖ Sales Forms
Professional
- Essential PLUS
- ✓ Lead Creation & Management
- ✓ Chargeable Items
- ✓ Recurring Revenue
- ✓ Contract Documents
- ✓ Site Survey
- ✓ Automated Approvals
- ✖ Sales Forms
Elite
- Professional PLUS
- ✓ Lead Creation & Management
- ✓ Chargeable Items
- ✓ Recurring Revenue
- ✓ Contract Documents
- ✓ Site Survey
- ✓ Automated Approvals
- ✓ Sales Forms
Ultimate
- Elite PLUS
All remaining available modules! - ✓ Finance Lease
- ✓ Fixed Price Contracts
- ✓ Test & Inspection
GETTING STARTED
Initial software deployment incudes a one-time professional service charge. Choose the services that work best for you.
I Need a
Little More
Little More
- ✓ Access to training video library
- ✓ Customized proposal document
- ✓ 4 Live webinar training sessions
- ✖ Customized contract document
The Works,
Please!
Please!
- ✓ Access to training video library
- ✓ Customized proposal document
- ✓ 6 Live webinar training sessions
- ✓ Customized contract document
There’s definitely an advantage to working with a company that comes from the security industry, speaks our language, and really understands our business.
Stephanie Olson
Special Project Administrator. Washington Alarm
Special Project Administrator. Washington Alarm
ARE YOU READY TO QUOTEANYWHERE?