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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 System Admin Training:
Using QuoteAnywhere: Configuration of Approval Systems
Tuesday, March 10th 1-2PM EST
This training webinar focuses on configuring and managing approval systems within QuoteAnywhere. We’ll walk through how approval workflows are structured, when and why approvals are triggered, and how to configure approval rules to align with your organization’s sales and pricing policies. This session is ideal for users looking to maintain control while keeping deals moving efficiently.
After this webinar, you will be able to:
- Understand how to create and manage approval plans in Weestimate and Quoteanywhere
- Review the rule options
- Review how to assign approvals to users
- Configure approval rules based on pricing, margins, or other criteria
- How to set up approver groups
- Assign approvers and manage approval workflows
- Apply best practices to balance control, compliance, and sales efficiency
Upcoming Sales User Training:
Using Approvals in WeEstimate & QuoteAnywhere
Tuesday, March 17th 1-2PM EST
After this webinar, you will be able to:
- Identify when and why approvals are triggered in WeEstimate and QuoteAnywhere
- Submit estimates for approval, approve estimates, and track approval status within both systems
- Apply best practices to prevent bottlenecks and keep deals progressing efficiently
2026 System Admin
Training Schedule
- Verify and adjust integration configuration settings in WeSuite
- Set and manage default system settings
- Understand how ‘read’ and ‘write’ data flows between systems
- Export ‘won’ sales jobs to your accounting system efficiently
Tuesday, May 12th 1-2PM EST
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Discover how to maximize the power of DocuSign integration in this informative webinar. Learn about key features and functionality, customize DocuSign emails using the ‘brand’ feature in WeSuite, and gain a clear understanding of how electronic signatures work within WeEstimate and QuoteAnywhere.
After this webinar, you will be able to:
- Understand essential user configuration requirements for DocuSign
- Utilize the ‘brand’ feature to customize DocuSign communications
- Identify integration features that benefit your team’s workflow
- Guide your team through the electronic signing process
2026 Sales User
Training Schedule
Tuesday, April 14th 1-2PM EST
This user training webinar walks through how to effectively use the Document Manager within QuoteAnywhere. You’ll learn how to organize, access, and maintain the documents used throughout your quoting process so your team can confidently deliver consistent, professional proposals every time.
After this webinar, you will be able to:
- Manage and update documents within QuoteAnywhere
- Organize your document library for quick access and consistence
- Select and apply the right documents to quotes and proposals
- Follow best practices to maintain a clean, reliable document system
Tuesday, May 19th 1-2PM EST
This user training webinar focuses on how to effectively use Sales Forms within QuoteAnywhere to support your day-to-day quoting and sales workflows. We’ll walk through how to complete forms accurately, understand required fields, and ensure the right information is captured to keep deals moving smoothly from quote to close.
After this webinar, you will be able to:
- Navigate and complete Sales Forms within QuoteAnywhere
- Understand required fields and ensure accurate data capture
- Use Sales Forms to support smooth approvals and workflows
- Apply best practices for consistent and efficient form usage
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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