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:
DocuSign & Document Configuration in QuoteAnywhere
Tuesday, April 7th 1-2PM EST
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 QuoteAnywhere and WeEstimate. The session also covers core document configuration topics for admins to keep workflows smooth and consistent.
After this webinar, you’ll 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
- Configure document workflows and settings for your team
- Support users in sending proposals and contracts efficiently
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
Tuesday, May 12th 1-2PM EST
Enhance sales accuracy and streamline workflows through integrated accounting and ERP solutions. This webinar will cover key topics including configuring system integrations, understanding read and write data, mapping WeSuite and accounting information, and exporting completed sales jobs to your accounting system.
After this webinar, you will be able to:
- 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
2026 Sales User
Training Schedule
Tuesday, April 14th 1-2PM EST
This webinar will walk users through how to effectively manage, organize, and update documents within QuoteAnywhere. Attendees will learn how to structure their document library for quick access and consistency, helping sales teams work more efficiently when building proposals and contracts. The session will also cover best practices for working with templates and revisions, sending proposals, and managing the full proposal workflow—from document creation to sending contracts for eSignature.
After this webinar, you’ll be able to:
- Manage and update documents within QuoteAnywhere
- Organize your document library for faster access and better consistency
- Use templates and revisions to maintain accurate proposals and contracts
- Send professional proposal emails directly from QuoteAnywhere
- Send proposals and contracts for eSignature
- Understand the full proposal and contract workflow from creation to approval
Tuesday, May 19th 1-2PM EST
This session is designed for users who want a comprehensive refresher on the lead-to-close process within QuoteAnywhere. Participants will learn how to efficiently manage opportunities, build proposals, and move deals through the pipeline from initial lead to closed contract. This webinar ensures users understand the full workflow and can leverage QuoteAnywhere to maximize sales efficiency.
After this webinar, you’ll be able to:
- Navigate the lead-to-close workflow in QuoteAnywhere
- Create and manage opportunities effectively
- Build proposals and send them for approval or eSignature
- Track deals through the pipeline to closure
- Use QuoteAnywhere features to streamline daily sales tasks
- Apply best practices to ensure consistency and accuracy in proposals
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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