WeTeach! YouLearn!
Attend a WeSuite Webinar.
Whether you’re a WeSuite system admin, sales manager, or salesperson, we’ve got webinars galore! Brush up on your software skills and master new ones. Our live webinars, taught by resident WeSuite experts, will help you get the most from your sales management solution. Can’t make it live? Past webinars are available on demand. All content is free to WeSuite clients.
Upcoming System Admin Training:
Accounting Integration Highlights: Configuration, Mappings, Job Import & More!
Tuesday, April 8th, 1:00 PM – 2:00 PM EST
Optimize sales accuracy and workflows with integrated accounting / ERP solutions. A review of system integration configuration settings, review of read and write data, mapping of WeSuite and accounting data, and the export of winning sales jobs to the accounting system.
After this webinar, you will be able to:
• Confirm integration configuration settings in WeSuite
• Set and manage default settings
• Understand ‘read’ and ‘write’ system data
• Import ‘won’ jobs to accounting
Upcoming Sales User Training:
WeEstimate 201: Advanced Estimating Features
Tuesday, April 15th, 1:00 PM – 2:00 PM EST
This advanced estimating session will cover: multiple system estimates, control of job sell price, gross profit margin at the line item, folder, and job levels; part level labor, calculated and job level labor; ‘get latest pricing’ feature, Excel part import to estimates, creating options, revisions, recurring service only jobs, and answering ‘how to’ questions.
After this webinar you will be able to:
• Utilize WeSuite Folders to quote multi-system sales
• Manipulate gross profit margins within estimates
• Create estimate ‘options’ to include on proposals
• Create and present revisions
• Copy jobs for new estimates
2025 System Admin
Training Schedule
Unlock the full potential of DocuSign integration with this informative webinar. Explore features and functionality of the integration. Utilize the ‘brand’ feature to customize DocuSign emails from WeSuite, review the configuration process to gain understanding of use of DocuSign electronic signature integration with WeEstimate and QuoteAnywhere.
After this webinar, you will be able to:
• understand key user configuration requirements
• consider use of the ‘brand’ features in WeSuite
• identify integration features your team can use
• teach the signing process to your team
Learn best practices for onboarding and offboarding Users to streamline system management. We will review configuration of new Users, assignment of rights and other important User settings, such as: User management, approval systems, eSignature configuration, etc. Review of disabling Users, User licensing, and tips for efficient User management.
After this webinar, you will be able to:
• Configure new users
• Copy User rights.
• Assign and remove User application license rights
• Manage Users efficiently
This webinar provides a tour of QuoteAnywhere and the sales workflows for job estimate creation, use of the onboard digital canvas for solution design, proposal and contract document signing processes, and – all from the field or, the desktop. A review of product licensing, technical requirements, configuration of default proposal and checkbox options, and how to start user of the product will be covered.
After this webinar, you will understand:
• How to configure a default proposal document and checkboxes
• User work flows to create estimates and design surveys
• Application use for your organization both mobile and desktop
Gain a comprehensive understanding of WeSuite’s Program Options with review of key application features including: data list control in “Appearances”, Financial Calendar, Forecasting, General Options, Global Grid Rights, Labor Categories, Markups, and Program Rights to configure controls for your users.
After this webinar, you will be able to:
• Utilize specific areas of Program Options to benefit your users
• Utilize the Appearances tab to customize aspects of your system
• Understand how Program Options impacts overall system configuration
Join us for a comprehensive review of the System Configuration menu for configuration and creation of Regions and Offices, Group Rights, User Setup: People Manager, Thresholds, Grid Rights, Labor Rights, and assignment of Commission and Approval Systems (both require use of Add-On Module).
After this webinar, you will be able to:
• Review and configure Regions and Offices
• Configure burden rates, assign labor categories and cost/sell rates
• Create new Users and assign User Rights
• Utilize and configure Group Rights
2025 Sales User
Training Schedule
Make your proposals stand out from the competition using the features of the WeSuite Document Editor in WeEstimate and QuoteAnywhere. Create and edit proposals using saved templates or custom selections; include cover page, cover letter, and scope of work images, insert tables, include bulleted text, change font styles, and much more!
After this webinar, you’ll know how to:
• copy existing scopes of work for proposal revisions
• utilize document editor features to enhance output
• insert images and tables to scopes of work
• configure default page and pricing selections in My Settings
Take a guided tour of the features of DocuSign and eOriginal integrations with WeSuite. Learn how to seamlessly initiate the eSign process from start to finish, including how to resend.
After this webinar, you’ll be able to:
• Understand the differences between DocuSign and eOriginal
• send proposals and contracts via electronic signature
• send proposal revisions via electronic signature
• complete the eSign process and update sale status
Explore the nuances of the Engineering Review, collaborate with other users and engineers on projects, learn to submit and track job approvals from approvers and managers, and view estimated commission on a job.
After this webinar you will be able to:
• Collaborate with users and engineers for review and assistance.
• Submit and keep track of job status and approvals as well as how the approvals work and function
• Understand how the commission module works and calculates and where to check commission on a job.
Unlock the full potential of WeSuite’s reporting and forecasting capabilities in this webinar. Explore standard reports, gain an understanding of the Universal Reporting Grid, and learn more about forecasting within our system.
After this webinar, you will have learned to:
• Get the most out of standard reports and how to generate them.
• Understand the URG and how to track your data
• Navigate various types of forecasting within our system as well as the different types you can use
Join us for a detailed lesson on WeSuite’s Universal Reporting Grid (URG) reports in WeEstimate and WeOpportunity. Covering the versions of both tools, you’ll learn to set up efficient data views, and export reports seamlessly to Excel and your local machine.
After this webinar you will be able to:
• Navigate the URG in both WeEstimate and WeOpportunity exploring what both versions have to over
• Create views to allow you to custom-tailor the data to your needs
• Export your reports to Excel and store them on your local machine
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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