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 Sales User Training:
WeSuite Document Editor: Creating Standout Proposals
Tuesday, May 21st, 1:00 PM – 2:00 PM EST
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 will 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
Upcoming System Admin Training:
DocuSign Integration Overview and Features
Tuesday, May 14th, 1:00 PM – 2:00 PM EST
Unlock the full potential of the DocuSign integration with this informative webinar. Explore features and functionality of the integration. Utilize the ‘brand’ feature to customize DocuSign emails from WeSuite, and review the configuration process to gain an understanding of the use of the 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
Sales User
Training Schedule 2024
Sales User Training – WeSuite: Close Sales Using eSign Integration
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 will 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
Watch Recordings of Past Webinars:
System Admin
Training Schedule 2024
Best Practices for Onboarding and Offboarding Users
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
Watch Recordings of Past Webinars:
Due to some technical issues with the recording upload, the recording used is from a similar webinar from our 2023 rotation. We apologize for the inconvenience!
Let US TAKE YOU THERE
