WeSuite Newsletter
Year end is here! I hope that you and your company are finishing the year strong and looking forward to 2026.
WeSuite wraps 2025 with a final release of QuoteAnywhere, our web-based lead-to-close sales software, with newly added features. QuoteAnywhere represents the depth and breadth of WeSuite’s core products WeOpportunity and WeEstimate in a single end-to-end application – plus even more! With the ability to create, assign, and manage leads, build and edit estimates, and send beautifully branded, flexible proposals, and contracts, QuoteAnywhere is a salesperson’s best friend. Integration with accounting and parts platforms, eSignature, sales reporting, and more, ensure selling time is in the hands of your salespeople – any time, any where and that closing deals is the name of the game.
WeSuite enters 2026 energized for the year to come. Look for new product introductions in Q1 as we up the ante once again in the name of selling faster, smarter, accurately, and yes – more profitably!
Our gratitude to our clients as we finish 2025 strong and start 2026 even stronger.
Happy holidays & Happy New Year to you and your loved ones!
Why QuoteAnywhere Is on Every Sales Team’s Wish List
When you’re chasing year-end numbers, sales estimating software isn’t a nice-to-have, it’s essential. Deals don’t wait for you to get back to the office, and your quoting process shouldn’t either.
QuoteAnywhere empowers sales teams to build, edit, and send quotes directly from their tablet or laptop — whether they’re in the field, at the office, or on the move. No delays. No bottlenecks. Just faster momentum from first conversation to signed deal and saving you selling time.
QuoteAnywhere is designed to eliminate the friction that slows deals down. Check us out today!
- Lead creation and management
- Centralizes customers, parts, labor, and services
- Easily switch to presentation & non-presentation modes
- Approval automation of quotes on the fly
- Tracks cost, sell, and profit margins accurately
- Chargeable items account for tariffs, shipping, and other costs
- Automates proposal, and contract documents
- E-signature integration for closing deals efficiently
- Detailed sales reporting
See What’s New with QuoteAnywhere R6.12
- Lead Creation and Management - create leads on the fly, convert them into quotes or jobs seamlessly, and keep all prospect information organized in one place—ensuring nothing slips through the cracks from first contact to close.
- Non-Presentation Mode - with a single click go from sales presentation mode while working with prospects, to non-presentation mode allowing salespeople a detailed view of cost and sell.
- Add One-Time Parts - part not available in your database? Add new parts with cost and sell pricing to quotes on the fly to keep the sales process going!
- Copy Jobs - copy existing estimates, sales proposals and documents for use in creating new jobs.
- Data Points - custom data points and data lists are now available in QuoteAnywhere! Define data points most important to your company.
- Test & Inspection Module - now available! Create and quote Test & Inspection estimates in QuoteAnywhere.
…and much, much more!
QuoteAnywhere now offers full application configuration from Users, to Group Rights, to Regions, Offices, Labor Categories and pricing, Program Options, Brands, and all of the features sets you know and love from WeSuite!
Additionally, the WeSuite Add-On Modules that allow you to custom tailor WeSuite to meet the needs of your team and your sales process.
Available today in QuoteAnywhere:
Automated Approvals
Chargeable Documents
Contract Documents
Finance Lease
Fixed Price Contracts
Recurring Revenue
Sales Forms
Test & Inspection
Meet Selena: AI That Thinks Like a Sales Pro
Want to see where Selena AI and the future of quoting is headed?
We’ve been exploring how Selena AI can take on more of the heavy lifting behind every quote and proposal. The goal is for Selena AI to capture, analyze, and structure lead, site survey, and sales project notes — then intelligently apply your company’s historical sales data and product database to help inform scope, pricing, and material recommendations.
As Selena continues to take shape, our goal is to make sales quoting smarter and better. Watch the video and take a sneak peek at what’s to come.
How to Start Q1 Strong and Stay Ahead
The new year is a fresh start and a chance to set bold goals, refocus your efforts, and hit the ground running. Here’s how you can start Q1 strong and stay ahead:
Clean Up Your Pipeline
A cluttered pipeline is like a messy inbox, without organization, urgent opportunities can slip through the cracks. Clear out stalled or unqualified deals. A cleaner pipeline gives your team focus and improves forecasting accuracy — helping leadership make better end-of-year decisions and set realistic Q1 goals.
Prioritize Fast-Moving Opportunities
Don’t chase every deal — focus on prospects with clear intent and budget. Use sales data and AI insights (like those from Selena) to spot which deals are most likely to close before year-end.
Streamline Your Quoting Process
Manual quoting slows you down when every day counts. Use QuoteAnywhere to create and send accurate quotes instantly.
Automate proposals
Complex proposals often involve multiple approvals, pricing calculations, and signatures — all of which can slow down the sales cycle. Build complete proposals with integrated pricing, cost controls, and e-signatures in one platform.
Protect Your Margins
Rushing to close deals often tempts teams to over-discount, which can erode profitability. With WeSuite’s pricing accuracy, your team can quote confidently, offering competitive pricing without sacrificing margins. This ensures you finish the year strong , closing deals that are both fast and profitable.
Join WeSuite at These Exciting Industry Events!
We’re hitting the road next year to connect with security professionals, share insights, and showcase how WeSuite can transform your quoting, sales, and business management processes. Mark your calendars and come see us at these major events:
AIN Group Live and Learn
January 21-24, 2026
Grand Hyatt Baha Mar
Nassau, Bahamas
ISC West
March 23-27, 2026
The Venetion Expo, Las Vegas
Booth: 26077
Fun booth activities, live demos, and a chance to meet Selena at ISC West