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 System Admin Training:
WeOpportunity: Configuration & User Rights
Tuesday, January 20th 1:00 PM – 2:00 PM EST
This webinar covers everything you need to know to confidently configure the WeOpportunity system. Whether you’re just getting started or looking to refresh and optimize your existing WeOpportunity CRM, this session will help you set up your system for accurate tracking, stronger reporting, and better insights.
During the webinar, we’ll walk through key configuration areas, including Group and User Rights, data lists, and more.
After this webinar, you will be able to:
- Create users and assign appropriate user rights
- Create Groups and Group Rights
- Set required fields for contacts, addresses, and key data points
- Configure KPI drop downs to support consistent, high-quality reporting
Upcoming Sales User Training:
WeOpportunity 101: Lead Creation & Management
Tuesday, January 27th, 1:00 PM – 2:00 PM EST
In this webinar, you’ll learn the essentials to confidently master your CRM. We’ll cover the full sales workflow—from creating and managing leads and opportunities to promoting leads into estimates and reporting on your sales pipeline—so nothing slips through the cracks.
After this webinar, you will be able to:
- Customize your dashboard to match your workflow
- Create new leads from both prospecting and inbound sources
- Manage leads and opportunities, including updating opportunity details, tracking tasks and notes, adding contacts, and more
- Promote leads into estimates
- View and analyze pipeline reports
2026 System Admin
Training Schedule
Tuesday, February 10th 1-2PM EST
Register Now!
Discover how to unlock the full power of WeSuite’s Document Editor by leveraging default system settings and proposal options. In this webinar, you’ll learn how to set up default and user-selectable proposal documents, build checkbox-based presentation templates for your team, and explore the key features that make the Document Editor flexible and powerful.
- Configure default proposals and user-selectable document options
- Create default proposal pages and pricing templates
- Understand and confidently use the core features of the Document Editor
Tuesday, March 10th 1-2PM EST
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Gain a complete understanding of how to manage the parts database in WeSuite. This webinar will cover essential tasks such as importing parts and pricing, handling discontinued items, and leveraging live integration services—including ADI, PSA Security, ERP systems, and Blackleaf Connect—to keep your data accurate and up to date.
- Import and maintain part pricing within the WeSuite database
- Effectively manage discontinued parts
- Evaluate and use live integrations to improve part cost accuracy and reliability
- 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
- Create and manage users within QuoteAnywhere
- Configure regions and offices to match your organizational structure
- Set up and manage groups to control access and permissions
- Apply best practices for maintaining an organized and scalable system
- Ensure consistent configuration to support accurate quoting and reporting
Tuesday, March 17th 1-2PM EST
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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.
- Understand how approval systems work within QuoteAnywhere
- Configure approval rules based on pricing, margins, or other criteria
- Assign approvers and manage approval workflows
- Apply best practices to balance control, compliance, and sales efficiency
Tuesday, April 14th 1-2PM EST
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This user training webinar focuses on configuring and managing the Document Manager within QuoteAnywhere. We’ll cover how to organize, maintain, and control documents used throughout the quoting process, ensuring your team has access to the right content at the right time. Whether you’re setting up Document Manager for the first time or refining your existing library, this session will help you create a consistent and professional quoting experience.
After this webinar, you will be able to:
- Configure and manage documents within QuoteAnywhere
- Organize document libraries for easy access and consistency
- Set default and user-selectable documents for quotes and proposals
- Apply best practices for document control and maintenance
Tuesday, May 19th 1-2PM EST
This user training webinar focuses on configuring and managing Sales Forms within QuoteAnywhere. We’ll cover how to set up, customize, and maintain sales forms to support your quoting and sales workflows. This session will help ensure your team captures the right information, stays compliant with internal processes, and creates a smoother experience from quote to close.
After this webinar, you will be able to:
- Configure and manage sales forms within QuoteAnywhere
- Customize form fields to align with your sales and operational requirements
- Set required fields to ensure complete and accurate data capture
- Apply best practices for maintaining consistent and effective sales forms
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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