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WeOpportunity & WeSuiteGo!
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WeEstimate
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QuoteAnywhere and the Site Survey
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General (Release Notes & Technical Information)
WeOpportunity & WeSuiteGo!
System Configuration
- IMPORTANT TIME SENSITIVE! New Security Settings Issued by Microsoft Outlook Sync
- How to Add a User in WeOpportunity
- How to Add a User to a Pass Group
- How To Create a Pass Group
- Adding Strengths to a User in WeOpportunity
- Setting Up an App Password for The WeOpportunity AutoSync
Prospecting
Lead Management
- Lead Management Walkthrough
- Importing Leads into WeOpportunity
- How to Reassign One or More Leads
- How to Import a Contact List into WeOpportunity
- How to create a Lead
- Quick Guide to Prospecting and Lead Creation
Reporting
WeEstimate
My Settings
General
- ADI Integration and Setup Guide
- How to Bin Pass (Change Project Owner)
- How to Re-Order Parts on Your Equipment Grid
- How to Send a Quote Package to One or More General Contractors
- How To Update Part Pricing in Existing Jobs and Packages
- Allowing Data Entry for Grids in WeSuite Hosted Clients
System Configuration
- IMPORTANT – TIME SENSITIVE!! DocuSign Changing Security Requirements
- How to Assign Approval Systems to a User
- How to Change a Customer's Name/Information
- How to Edit Group Rights for an Existing Group
- How to Assign an Existing User to a Group
- How to Import Parts into a Pricing Contract
Program Options
- How to Add Estimate Options
- How To Enter Your Own SMTP Email in WeSuite Applications
- Part Timing Color Functionality for Latest Pricing
- How To: Complete a Part Import
- Default Document Check Boxes (System Wide)
- DocuSign Set Up
Estimate
- Changing the Order of Folders in WeEstimate
- How to Create a Change Order
- How to Make a Negative Adjustment to a Job
- Discount Cost of Specific Folder or Manufacturer
- How to Change Customer in WeEstimate
- How to Change Type of Sale
Documents
- How to Create Custom Docusign Email Subject and Body
- Setting Document Related Defaults (Per User)
- How to Update A Terms and Conditions Template
- Creating a Revision
- How to View and Export a Document
- Crystal Reports: Best Practices
Reporting
Sedona Integration
- SedonaOffice - WeSuite Integration Guide
- How to Configure WeEstimate to Pull Standard Cost from Sedona
- How to Create a Change Order in Sedona
- How to Map From WeSuite to Sedona: An Accounting Interface Walkthrough
- Sedona Import Process
- Sedona Office Job Creation
IT / Networking
QuoteAnywhere and the Site Survey
General (Release Notes & Technical Information)
Other
Release Notes
See all 56 articlesFAQ
- Installing Crystal Runtimes for WeEstimate Release V5.0 or earlier
- What are the Software & Hardware Requirements to Use WeSuite Applications?
- What are the system requirements for automatic updates?
- Resolution and Parallels
- Margin vs Markup
- Installing Crystal Runtimes for WeEstimate Release V6.0 - V6.2