WeSuite Newsletter – May 2026

A NOTE FROM TRACY LARSON

Greetings! ISC West feels like it was eons ago, yet my enthusiasm over our the reaction to our latest release of QuoteAnywhere and it’s new embedded AI Agent, Selena, only continues to grow. The reason is simple – this is game changing for salespeople!

ISC West was the first time many of our clients and prospects got to experience Selena in action, and she certainly lived up to the hype. Visitors were thrilled to see an AI solution that actually does what we all wish… perform as a force multiplier by helping us work smarter, better, and more productively.

QuoteAnywhere with Selena AI delivers a unique one-two punch. Web-based QuoteAnywhere unifies the lead-to-close process quickly and easily for any size sale. Adding Selena AI helps salespeople go even further faster.

Salespeople often struggle to record important notes, write meaningful cover letters and well-defined scopes of work. Selena is the differentiator. Speak or write a few prompts and Selena summarizes, organizes, writes and formats notes, cover letters, and scopes of work in seconds – saving time, effort, and delivering value.

QuoteAnywhere also automates pre-sale approvals and Selena reduces reliance on busy engineers helping new and experienced salespeople to quote and sell much faster.

One impressed customer went so far as to say his company “can’t live without our software.”

Now is the time to act! Get QuoteAnywhere and we’ll provide Selena free for (45) days.

If you didn’t get a chance to see QuoteAnywhere and Selena AI in action at ISC West, let’s make it happen. Reach out to schedule a demo today!

Thank you for being on this journey with us!

Selena and our team welcome visitors to WeSuite’s ISC West booth.

See QuoteAnywhere and Selena AI at ESX!

Selena’s Got Her Own Webpage!

Not ready for a demo but want to learn more? WeSuite’s website now features a page dedicated to Selena AI in our products section.

  • See her current capabilities
  • Watch a video
  • Plus, check out our updated FAQs that include a Selena section. 
Selena's got her own webpage!

What Can QuoteAnywhere Do? Here Are 4 Features that May Surprise You!

GPM Adjustment Screenshot

GROSS PROFIT MARGIN ADJUSTMENT

Enjoy total control and flexibility in your pricing. Make adjustments:

  • At the line level
  • Parts
  • Labor
  • Chargeable Items

Use WeSuite’s advanced tools to target:

  • Total Sale Price, or
  • Job Level Gross Margin

Easily Quote: Options
OPTIONAL JOB FOLDERS

Bundle multiple systems into a single quote, and easily mark options for presentation to and selection by customers.

  • Present options cleanly and accurately
  • Use QA’s folder structure to separate systems, phases, etc.
Optional Job Folders screenshot
Supporting Documents Screenshot

SUPPORTING DOCUMENTS

Store supplier, subcontractor quotes, RFP documents, and others with your estimates for easy reference. Include case studies, references, floor plans to include on your proposal.

  • Store project documents with estimates
  • WeSuite can configure Supporting Documents to be included in your proposal
  • Export to integrated ERPs

COPY JOBS

Copy a job to use as the basis for another or to make changes for comparison. You don’t have to start from scratch!

  • Duplicate jobs across customers
  • Reuse previous work as a starting point
  • Include proposals and contracts
Copy Jobs Screenshot

Do You Know? The Six Costly Mistakes When Quoting Labor

Labor is the area where you are most likely to make costly mistakes that impact your GPM. Here’s where to focus your attention! QuoteAnywhere helps you get it right.

Reach Out

We’re always happy to talk about your sales process.