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 21st, 1:00 PM – 2:00 PM EST
This webinar will cover all you need to know about WeOpportunity system configuration. Whether your just starting, or looking to freshen up your current WeOpportunity CRM this webinar will help optimize your system for the best tracking and reporting. During this webinar we will cover Group and User Rights, Data lists and more.
After this webinar, you’ll be able to:
- Create and license Users
- Configuration User Groups and group Rights
• Set required fields for contacts, addresses, data points
• Define various fields for KPIs and reporting - Configure Questionnaires
- Assign people manager visibility
Upcoming Sales User Training:
WeOpportunity 101: Lead Creation & Management
Tuesday, January 28th, 1:00 PM – 2:00 PM EST
WeOpportunity 101: During this webinar, you will learn all you need to know to be a pro of your CRM! This session will cover; creating, managing, and tracking your sales pipeline to ensure nothing falls through the cracks!
After this webinar, you will be able to:
- Personalize your Dashboard
- Create new Leads from both prospecting and inbound Leads
- Manage Leads and Opportunities including;
- completing opportunity info
- managing tasks and notes
- adding site info and contacts, etc.
- Promote Leads to Estimates
- Create and View Pipeline Reports
2025 System Admin
Training Schedule
Unlock the full potential of WeSuite’s Document Editor using default system settings and proposal options. Establish default and selectable proposal documents, create check box presentation templates for your team, and gain insights into a variety of features within the WeSuite Document Editor.
After this webinar, you will be able to:
• Configure a default proposal & User selectable options
• Create a default page and pricing Proposal template
• Understand features of the document editor
Learn the ins and outs of parts database management within WeSuite. During this webinar we will feature: part / pricing imports, management of discontinued parts, and use of ‘live’ part integration services such as ADI, PSA Security, ERP systems, and Blackleaf Connect within WeSuite.
After this webinar, you will be able to:
• Import part pricing updates to the WeSuite database
• Manage discontinued parts
• Consider use of live integrations for greater part cost accuracy
Optimize sales accuracy and workflows with integrated accounting / ERP solutions. A review of system integration configuration settings, review of read and write data, mapping of WeSuite and accounting data, and the export of winning sales jobs to the accounting system.
After this webinar, you will be able to:
• confirm integration configuration settings in WeSuite
• set and manage default settings
• understand ‘read’ and ‘write’ system data
• import ‘won’ jobs to accounting
Unlock the full potential of DocuSign integration with this informative webinar. Explore features and functionality of the integration. Utilize the ‘brand’ feature to customize DocuSign emails from WeSuite, review the configuration process to gain understanding of use of DocuSign electronic signature integration with WeEstimate and QuoteAnywhere.
After this webinar, you will be able to:
• understand key user configuration requirements
• consider use of the ‘brand’ features in WeSuite
• identify integration features your team can use
• teach the signing process to your team
Learn best practices for onboarding and offboarding Users to streamline system management. We will review configuration of new Users, assignment of rights and other important User settings, such as: User management, approval systems, eSignature configuration, etc. Review of disabling Users, User licensing, and tips for efficient User management.
After this webinar, you will be able to:
• Configure new users
• Copy User rights.
• Assign and remove User application license rights
• Manage Users efficiently
2025 Sales User
Training Schedule
Learn how to estimate, quote, and sign in QuoteAnywhere and the Site Survey. We’ll show how to start from a lead, new proposal, or active estimate. Use the Site Survey to create budgets and estimates and the connection to WeEstimate. How to send proposals and contracts or sign on the spot to close deals quickly and easily!
After this webinar, you’ll be able to:
• estimate and close sales on desktop or in the field
• use the Site Survey to create estimates
• understand the connection to WeEstimate
• Quote and eSign deals on the spot!
This introduction to WeEstimate covers the estimating workflow from contract and address management, to part, labor, chargeable items, and recurring service selections. Review use of the Document Editor for proposal page selection, writing cover letter body and scope of work, pricing options, and generation and sending proposal and contract documents.
After this webinar, you’ll be able to:
• create estimate folders
• search and add parts, labor, chargeable items
• generate and send proposals and documents
• forecast sales for reporting data
• Utilize the “My Settings” tool to personalize use of WeEstimate
This advanced estimating session will cover: multiple system estimates, control of job sell price, gross profit margin at the line item, folder, and job levels; part level labor, calculated and job level labor; ‘get latest pricing’ feature, Excel part import to estimates, creating options, revisions, recurring service only jobs, and answering ‘how to’ questions.
After this webinar, you’ll be able to:
• utilize WeSuite Folders to quote multi-system sales
• manipulate gross profit margins within estimates
• create estimate ‘options’ to include on proposals
• create and present revisions
• copy jobs for new estimates
Make your proposals stand out from the competition using the features of the WeSuite Document Editor in WeEstimate and QuoteAnywhere. Create and edit proposals using saved templates or custom selections; include cover page, cover letter, and scope of work images, insert tables, include bulleted text, change font styles, and much more!
After this webinar, you’ll know how to:
• copy existing scopes of work for proposal revisions
• utilize document editor features to enhance output
• insert images and tables to scopes of work
• configure default page and pricing selections in My Settings
Take a guided tour of the features of DocuSign and eOriginal integrations with WeSuite. Learn how to seamlessly initiate the eSign process from start to finish, including how to resend.
After this webinar, you’ll be able to:
• Understand the differences between DocuSign and eOriginal
• send proposals and contracts via electronic signature
• send proposal revisions via electronic signature
• complete the eSign process and update sale status
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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