Business Forms Module for WeSuite's QuoteAnywhere and WeEstimate software

March 18, 2024
ISC West 2024 Booth 29067

WeSuite’s new Business Forms Module for QuoteAnywhere and WeEstimate allows you to easily create custom web forms to capture information during the sales process to streamline support of customers and projects. Forms are assigned at the Customer or Job levels and can be for multiple purposes. Examples include survey checklists, project funding, tax status, billing requirements, etc. Fields are configurable as drop-down lists, radio buttons, checkboxes, calendar events, freeform responses, required, and with logic to direct the presentation and order of next fields within the form. Available soon: WeSuite API endpoint for export of captured data to other applications.  

Request More Information

By clicking above, I acknowledge and agree to Endeavor Business Media’s Terms of Service and to Endeavor Business Media's use of my contact information to communicate with me about offerings by Endeavor, its brands, affiliates and/or third-party partners, consistent with Endeavor's Privacy Policy. In addition, I understand that my personal information will be shared with any sponsor(s) of the resource, so they can contact me directly about their products or services. Please refer to the privacy policies of such sponsor(s) for more details on how your information will be used by them. You may unsubscribe at any time.