Menu and Settings

• 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
• My Settings Review
• Reviewing WeOpportunity Group Rights

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Leads and Opportunities

• How To Create a Lead
• Lead Management Walkthrough
• How to Reassign One or More Leads
• How to Import Contacts Into WeOpportunity From Excel
• How to Import Leads in WeOpportunity From Excel

Reporting

• WeOpportunity URG Walkthrough and Explaination

Tutorials

• Sale Status Tab
• About Tab
• How to Create a Change Order in QuoteAnywhere
• Templates Within QuoteAnywhere
• Document Tab
• Site Survey Tab

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Installation

• How to Map Site Survey Icons

System Configuration

• 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
• Configure Column Display on Job Grids
• How To Create an Office

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Program Options

• How to Add and Modify Your Loss Reasons in WeEstimate
• How to Add Estimate Options
• Part Timing Color Functionality for Latest Pricing
• How To: Complete a Part Import
• Default Document Check Boxes (System Wide)
• DocuSign Set Up

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Estimate

• Adding Supporting Documents to an Estimate
• Updating GPM for Specific Folders
• Changing the Order of Folders in WeEstimate
• How to Bin Pass (Change Project Owner)
• How to Re-Order Parts on Your Equipment Grid
• How To Update Part Pricing in Existing Jobs and Packages

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Documents

• Setting Document Related Defaults (Per User)
• How to Update A Terms and Conditions Template
• How To Create a Revision/Quote Package
• How to View and Export a Document
• How to Add a Quote Options Template
• How to Create a Cover Letter Template

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Reporting

• Universal Report Grid (URG) Column Walkthrough
• How to Add a View in the Universal Report Grid
• How to Setup Weighted Forecast in WeEstimate

My Settings

• Import and Export File Locations
• How to Reset Your Password

Modules

• Setting an Estimate Status to In Engineering
• How to Configure the Approval Site for Use of Approvals by Email Feature & Supported Features
• How to Assign Approval Systems to a User
• How to Send a Quote Package to One or More General Contractors
• Assigning Users to a Commission System
• How to Set Up the Default RMR item linked to Test & Inspect

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E-Sign

• Associated E-Sign Configuration
• How to Create Custom DocuSign Email Subject and Body

Sedona Office

• How To Pull Sell Price From Sedona
• 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 and Accounting Exception Walkthrough

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ADI

• ADI Integration and Setup Guide

Release Notes

• Release 6.10
• Release 6.9
• Release 6.8
• Release 6.7
• Release 6.6
• Release 6.5

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Technical Information

• IMPORTANT – TIME SENSITIVE!! DocuSign Changing Security Requirements
• How To Enter Your Own SMTP Email in WeSuite Applications
• New Security Settings Issued by Microsoft Outlook Sync
• QuoteAnywhere 3.0 Hardware & Software Requirements & DocuSign Integration
• Allowing Data Entry for Grids in WeSuite Hosted Clients
• Installing Crystal Runtimes for WeEstimate Release V6.3 or higher

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