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

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

1:00 PM – 1:45 PM EST

Knowing & Loving the WeSuite Reporting Engine URG!

Register Now!

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!

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

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

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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