WeEstimate v6.9 from WeSuite

March 28, 2023
A complete estimating-to-close and sales reporting tool

WeSuite's WeEstimate and its Add-On Modules continue to introduce new feature sets to improve security sales quoting in its latest version 6.9. WeEstimate enables sales teams of any size to estimate and quote new sales, revisions, and change orders, custom tailored to their specific needs.

WeSuite announces release 6.9 offering even greater sales estimating flexibility:

  • Time saving improvement for salespeople:
  • Advanced Customer and Location search supports large regional and National quoting.
  • Copying Jobs enhanced to include all documents, scope of work, pricing presentation
  • ADI Integration for real time confirmation of ADI current pricing within estimates
  • Enhanced Latest Pricing feature for multiple part pricing sources within estimates
  • Automated Approvals - Review and approve estimates, enter comments, now available via email.
  • Support Multiple Brands - enables various logo / brand representation at the Region and Office level automated to proposals, contracts, and email templates for integration with DocuSign.
  • QuoteAnywhere and the SiteSurvey - Mobile Quoting many new features, including automated approvals and additional user rights.
  • WeSuite integration with BoldGroup's Managely software provide organizations with robust functionality from sales to project installation, finance, and support.
  • WeSuite REST API - additional end points available for 3rd party integration with WeSuite.

Contact WeSuite today to learn more!

[email protected]


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