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Webinars
WeTeach! YouLearn!
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 WeSite 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 Sales User Training:
WeSuite: Understanding eSign Integration
In our next webinar… Join us for a comprehensive review of WeSuite integration with eOriginal and DocuSign for proposal and contract signing in QuoteAnywhere G2.0 and WeEstimate
After this webinar, you will be able to:
- Understand how eSign integration increases efficiency
- Identify the right eSign service for your team
- Know the eSign features available
- Understand document signing and retrieval process
- Consider the right solution for your team
Upcoming System Administrator Training
WeOpportunity: Advanced Settings & Features
In our next webinar…
You use WeOpportunity to create leads and push to quotes but did you know that WeOpportunity has this under the hood? Join us for a jam packed session where we review the bells and whistles of WeOpportunity to make tracking and managing your pipeline even easier.
After this webinar, you will be able to:
- Create and Set Up the Account Dashboard
- Create Products and Services list of Options
- Assign User Strengths
- Design Sales Questionnaires
- Use the Lead Import Utility
FREE USER WEBINAR
Sales User Training: WeSuite eSignature Integrations with DocuSign & eOriginal
Tuesday, Aug 17th
1:00 PM – 2:00 PM EST
Tuesday, Aug 17th
1:00 PM – 2:00 PM EST
Sales User Training: WeSuite eSignature Integrations with DocuSign & eOriginal
Tuesday, August 17th
1:00 PM – 2:00 PM EST
Register now
WeSuite Sales User
Training Schedule
Training Schedule
1:00 PM – 1:45 PM EST
2021 Free Education Tools & Support
1:00 PM – 1:45 PM EST
Design Floor Plans & Automate Estimates!
1:00 PM – 1:45 PM EST
Sales Intelligence Visualizes Sales Data!
1:00 PM – 1:45 PM EST
WeOpp: Set your 2022 Prospecting Plan!
Watch Recordings of Past Webinars
Understanding eSign Integration with eOriginal & DocuSign
WeOpportunity 201: Advanced CRM features
WeEstimate 201: Advanced Estimating Features
WeEstimate 101: The Basics of creating Estimates
Mobile QuoteAnywhere & the Site Survey
Fill the Pipeline & Close Leads Fast!
Creating Standout Proposal Documents
Set Prospecting & Sales Goals 2021!
Knowing & Loving the URGs!
Presenting Finance Options
WeSuite Free Education Tools!
WeOpportunity Tips & Tricks!
SYSTEM ADMINISTRATOR WEBINAR
WeSuite Training: 2021 Free Education Tools & Support Best Practices
Tuesday, Aug 10th
1:00 PM – 2:00 PM EST
Tuesday, Aug 10th
1:00 PM – 2:00 PM EST
WeSuite Training: 2021 Free Education Tools & Support Best Practices
Tuesday, August 10th
1:00 PM – 2:00 PM EST
Register now
WeSuite System Administrator
Training Schedule
Training Schedule
1:00 PM – 1:45 PM EST
2021 Free Education Tools & Support Best Practices
1:00 PM – 1:45 PM EST
Program Options Tips & Tricks
1:00 PM – 1:45 PM EST
Sales Reporting to Support Company Goals
1:00 PM – 1:45 PM EST
QuoteAnywhere & the Site Survey Config Overview
1:00 PM – 1:45 PM EST
WeEstimate: Commission Overview
Watch Recordings of Past Webinars:
WeOpportunity: Advanced Settings & Features
Best Practices Onboarding & Offboarding Users
Region & Office Configuration Settings
WeEstimate: Group and Group Right Refresher
WeSuite SedonaOffice Integration Review
Proposal Editor & Presentation Review
WeOpportunity System Configuration
WeEstimate Program Options Tips & Tricks
Sales Reporting to Support Company Goals
WeEstimate: Automated Calculation Config
Automated Approvals Module Review
WeSuite Free Education Tools!
Region & Office Config Defaults
Let’s US TAKE YOU THERE
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