Webinars

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 Sales User Training:

WeEstimate 101: Estimating Basics

Tuesday, March 19th, 1:00 PM – 2:00 PM EST

Register now!

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 will 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

Upcoming System Admin Training:

WeEstimate: Part Management & Real-time Pricing Integration

Tuesday, March 12th, 1:00 PM – 2:00 PM EST

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

Sales User
Training Schedule 2024

WeEstimate 201: Advanced Estimating Features

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 will 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

Register now!

Sales User Training – WeSuite Document Editor: Creating Standout Proposals

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 will 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

Register now!

Sales User Training – WeSuite: Close Sales Using eSign Integration

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 will 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

Register now!

Watch Recordings of Past Webinars:

 

System Admin
Training Schedule 2024

Accounting Integration Highlights: Configuration, Mappings, Job Import & More!

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

Register now!

DocuSign Integration Overview and Features

Unlock the full potential of the DocuSign integration with this informative webinar. Explore features and functionality of the integration. Utilize the ‘brand’ feature to customize DocuSign emails from WeSuite, and review the configuration process to gain an understanding of the use of the 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

Register now!

Best Practices for Onboarding and Offboarding Users

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

Register now!

Watch Recordings of Past Webinars:

 

Let US TAKE YOU THERE

Close Bitnami banner
Bitnami