Packages
Sales Automation to Support CLIENTS AND BUDGETS OF ALL SIZES
Whether you have three or 300+ salespeople, we’ve got a powerful package that’s right for you.
Solution Packages
- WeOpportunity and
WeEstimate Core* - ✓ Chargeable Items
- ✓ Contract Documents
- ✓ QuoteAnywhere & the Site Survey
- ✓ Recurring Revenue
- ✖ Automated Approvals
- ✖ Commission Management
- ✖ Sales Forms
- Essential PLUS
- ✓ Automated Approvals
- ✓ Chargeable Items
- ✓ Contract Documents
- ✓ QuoteAnywhere & the Site Survey
- ✓ Recurring Revenue
- ✖ Commission Management
- ✖ Sales Forms
- Professional PLUS
- ✓ Automated Approvals
- ✓ Chargeable Items
- ✓ Commission Management
- ✓ Contract Documents
- ✓ QuoteAnywhere & the Site Survey
- ✓ Recurring Revenue
- ✓ Sales Forms
- Elite PLUS Access to
all remaining modules! - ✓ Advanced Tax
- ✓ Finance / Lease
- ✓ Fixed Price Contracts
- ✓ Quote to Contractor
- ✓ Test & Inspection
*Packages may be configured with or without WeOpportunity.
À La Carte Add-On Modules
Any WeEstimate add-on modules are available for à la carte selection to custom tailor the selected Solution Package.
Tax ADVT
Lease FL
Contracts FPC
Contractor QTC
Inspection T&I
Getting Started
Each software deployment is customized based on your sales process. We assist with software implementation, configuration, use of integrations, and training. Initial software deployment includes a one-time professional service charge.
Pricing varies based on the software you choose and the complexity of your business processes. Ask us about integration with ERP solutions & product pricing databases.
QuoteAnywhere Packages
The security industry’s most powerful mobile estimating tool. Lead creation, management, and reporting with quote-to-close estimating in one tool.
- ✖ WeOpportunity CRM
- ✓ Chargeable Items
- ✓ Contract Documents
- ✓ Recurring Revenue
- ✓ Site Survey
- ✓ WeOpportunity CRM
- ✓ Chargeable Items
- ✓ Contract Documents
- ✓ Recurring Revenue
- ✓ Site Survey
QuoteAnywhere Sales Essentials and Sales Accelerator Deployment Options
- ✓ Access to training video library
- ✓ Customized proposal document
- ✖ 0 Live webinar training sessions
- ✖ Customized contract document
Some Help
- ✓ Access to training video library
- ✓ Customized proposal document
- ✓ 2 Live webinar training sessions
- ✖ Customized contract document
Little More
- ✓ Access to training video library
- ✓ Customized proposal document
- ✓ 4 Live webinar training sessions
- ✖ Customized contract document
Please!
- ✓ Access to training video library
- ✓ Customized proposal document
- ✓ 6 Live webinar training sessions
- ✓ Customized contract document
Have more questions?
See our FAQs, which include answers to many questions about deployment and training.
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