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:
WeSuite: User Education Tools to Improve Your Experience
Tuesday, October 15th, 1:00 PM – 2:00 PM EST
Explore the wealth of free educational content and tools provided by WeSuite to help you and your users sell more efficiently and accurately. We will review where to find the webinar schedule online, past webinar recordings, the WeSuite Academy for user training, and the WeSuite Knowledge Base and Support Site. Discover how these empower your knowledge and user experience.
After this webinar, you will be able to:
- locate and review WeSuite webinar postings
- register with and utilize the WeSuite Academy
- utilize the WeSuite Knowledge Base to answer questions
- initiate and review WeSuite Support tickets
Upcoming Sales User Training:
WeSuite: User Education Tools to Improve Your Experience
Tuesday, October 15th, 1:00 PM – 2:00 PM EST
Explore the wealth of free educational content and tools provided by WeSuite to help you and your users sell more efficiently and accurately. We will review where to find the webinar schedule online, past webinar recordings, the WeSuite Academy for user training, and the WeSuite Knowledge Base and Support Site. Discover how these empower your knowledge and user experience.
After this webinar, you will be able to:
- locate and review WeSuite webinar postings
- register with and utilize the WeSuite Academy
- utilize the WeSuite Knowledge Base to answer questions
- initiate and review WeSuite Support tickets
System Admin
Training Schedule 2024
Would you like to automate commission calculations during the estimating process? This webinar provides an in-depth review of the WeSuite Commission Management System Module. We will review the features supported for: commission plan rules, calculations, assignment of plans, viewing estimated commission within Estimates, on the URG, and Commission reporting at the Commission Universal Reporting Grid (URG).
After this webinar, you will understand:
• the variety of commission calculations supported
• the basics of commission plan creation
• assignment of commission plans to users
• review of estimated commissions within the application
Have you ever had a job go south because it wasn’t reviewed before the customer signed? This webinar focuses on the Automated Approval Module to enable pre-sale estimate reviews based on data such as: total sale price, gross profit margin, labor, or parts included on jobs, the job type, and more. Use of a post-sale approval for final review before winning jobs ensures passing the right information to finance, installation and operations for delivery excellence. We will demonstrate creation of approval plans with unique triggers and permissions, the tie to User Thresholds, default approval plans for Regions/Offices, and assignment of plans to Users.
After this webinar, you’ll be able to:
• identify how use of Automated Approvals will improve your sales
• understand approval plan ‘triggers’ and User Thresholds
• consider approval plans for different sales users
Sales User
Training Schedule 2024
Elevate your WeSuite experience with a dive into best practices. This webinar is full of valuable insights, from time-saving tips and tricks in WeEstimate to optimizing the WeOpportunity interface, to an overview of all WeSuite has to offer!
After this webinar, you will have:
• Various tips and tricks within WeEstimate to cut back on proposal time
• Knowledge of the WeOpportunity interface and how to optimize it
• A pipeline overview of our host of products
• A sneak peek at things coming down the road
Gear up for a successful 2025 with WeOpportunity! In this focused webinar, easily review past and upcoming year reports, efficiently close out Opportunities and Jobs, harness data to set Sales and RMR Goals, and create impactful Prospecting Activities and Monthly Goals. Fill your Prospecting Pipeline and Dashboard strategically for a year of sales triumph!
After this webinar, you will be able to:
• Easily review Reporting of the past and upcoming year!
• Work through Opportunities and Jobs that are ready to be closed out!
• Use data to set Sales and RMR Goals
• Create Prospecting Activities & Monthly Goals
• Fill your Prospecting Pipeline & Dashboard
Watch Recordings of Past Webinars:
System Administrators
Sales Users
System Admin
Training Schedule 2025
Elevate your System Administration skills by delving into WeOpportunity configuration. We will cover Group and User Rights, Data lists: Markets, Lead Source, Lead Origin, Sales Types and more.
After this webinar, you will know how to:
• Create Group Rights and assign to Users
• Set required fields for contacts, addresses, data points
• Configure selectable fields for reporting excellence
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
Sales User
Training Schedule 2025
During this webinar, learn how to create prospecting plans, create and manage leads, promote leads to estimates, and view the sales pipeline. Manage active opportunities to ensure nothing falls through the cracks!
After this webinar, you will be able to:
• Create and manage Prospecting plans & activities
• Create and manage leads
• View and run Pipeline reports
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
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