Release 6.10

Please Note: the new Business Forms Module will be available in a later 6.10 release – watch for more information! Feel free to contact WeSuite Support or your Account Executive for more information.




31815– Accounting Integration: Bold Group - Managely: Search Customer Number: Search by Custom Number is available from WeSuite on the Managely Customer Number. Search results will show in WeSuite for customer selection when starting new leads or, changing customer for existing leads.

31572– Accounting Integration: Bold Group - Managely: RFQ Screen: System Type Search and Selection: WeSuite will read Managely TYPE dropdown in the WeSuite SYSTEM TYPE drop down. Won Jobs will import the selections from WeSuite to the Managely Work Order. This selection is made at the WeOpportunity RFQ Screen, and also available in QuoteAnywhere and WeEstimate screens where System Type can be selected.

32253 – Lead Information Screen: Job Status Update from WeEstimate Includes: ‘Deactivated’, ‘Lost’, ‘On Hold’, and ‘Sold’: Job status from WeEstimate will update in the Lead and at the WeOpportunity URG for status changes of: ‘Deactivated’, ‘Lost’, 'On Hold', and 'Sold'.

32620 – My Settings: New Default Lead Search Filter Settings: Introduced a feature to enable Users to set ‘Default” search filter within My Settings that will automatically show: Leads/Opportunities assigned to, shared by, or for User’s the User manages for display in WeOpportunity and in WeSuite Go!  The search option check box must be selected and saved.

30947 - Universal Report Grid: New Field: 'Sold Date': A field for 'Sold Date' is added for inclusion on the Universal Report Grid.


Bug Fixes

33069 – Customer Information Screen: Change Site Address Not Available: Resolved an issue where after a Lead is created Users were not able to change the Site Address for Leads.

33856 – RFQ Lead Screen: Quoting Region Selection Not Updating to BIN / Job WeEstimate: Resolved issue where at “RFQ” screen User selects a different Region at “Where are you Quoting?” prior to saving RFQ status.  Quoting Region was reverting back to User’s home Region.



IMPORTANT Update required: WeSuite Go! has been relaunched within App Stores for IOS and Android users. The relaunch requires all users to update or download to the latest version from the App Store.


32167 – My Settings: Lead Search: Set Default: 'Search Leads Related to Me' or ‘Global Search’: Introduced a new User selectable search option. ‘Search Leads Related to Me’ will return leads: assigned to the User, leads of people the User is configured to manage, and leads where the User is designated a ‘Shared’ User. ‘Global Search’ will search all leads. (See Item 32620 above in WeOpportunity Enhancements)


The new search filter is also available at the Opportunity Screen. The selected default setting will apply the next time this screen is selected / opened.


32183 – Opportunities Screen: Configure Default Lead Status Filter for Leads Showing at Opportunities Screen: Introduced a feature that allows Users to set a default filter that controls the Leads/Opportunities viewed at the Opportunities screen.  Users may select filter defaults for: “All” - Leads / Opportunities of all status’ will show by default or, specific Status’ (i.e. Lead, Opportunity, RFQ, No Sale, On hold, Deactivated, Sold.)


32168 – Opportunities Screen: Allow Lead/Opportunity Edit by Shared Owner: Introduced the ability to edit Leads/Opportunity information by ‘Shared Owners’.  

22036 – Opportunities Screen: Opportunity Information: Data Lists No Longer Include ‘Deactivated’ Items: the following items lists will no longer include items configured as ‘Deactivated’: Lead Origin, Lead Source, Market, Type of Sale. These selection lists will now show only ‘active’ items.


QuoteAnywhere & Site Survey


33362 - Accounting Integration: Bold Group - Managely: Job Screen: Part Search: WeSuite part search of Managely will include more than the 1st ten parts found in searches.

31572– Accounting Integration: Bold Group - Managely: System Type Search and Selection: WeSuite will read Managely TYPE dropdown in the WeSuite SYSTEM TYPE drop down. Won Jobs will import the selections from WeSuite to the Managely Work Order. PLEASE NOTE: This selection also can be made in the WeOpportunity RFQ Screen and in WeEstimate screens where System Type can be selected.

31628 – Customer Information Screen: Site Address: Tax Rate Calculation: Changing or adding a Site Address to Jobs will trigger calculation of taxes against the Site Address tax rate and notify the User of the calculation, on Jobs where Material or Use tax is to be calculated.

32650 - Document Screen: Document Export: Export to Microsoft Word: Introduced the ability to export Proposals and/or Contracts documents to Microsoft Word based on assignment of Group Right 'Document Export' enabled in WeEstimate.


31515 - Estimate Screen: Differentiate Between Global and User Level Packages: Added distinction of Packages showing “User” created vs systemwide Packages.


31194 - Estimate Screen: Indication of Part Source for Material Line Items: Introduced a label to highlight the source pricing for material items added to the Bill of Materials e.g. PSA, ADI. Parts from the master source, either accounting or WeSuite will not contain a label.


33221 – Sales Status Screen: Information Fields Configured as Required in WeEstimate Program Options: Program Rights and Appearances ‘Item Lists’: sales information fields configured to be ‘required’ within Program Options, Program Rights, and Appearances at the Item List tab for: ‘Job Type’, ‘System Type’, ‘Type of Sale’, ‘Market’ will be set as ‘required’ in QuoteAnywhere.

 Bug Fixes

33551 – Document Screen: Configure: Default “Show Equipment” On and Not Showing: Resolved issue where in the “Configure” screen for proposal documents the “Show Equipment” toggle is defaulted to “on” and yet was toggled “off”. 

34249 – Document Screen: Contract Selection: Custom Text Item Not Saving: Resolved issue where the content of a Custom Text Item was not saving after adding to the document.

33901 - Document Screen: Scope of Work: Add Template: Resolved issue where when a Scope of Wok template is selected the “Save” button was unavailable.




31632 – Accounting Integration: Bold Group - Managely: Export of Won Jobs - Default Required Fields for Work Order Creation: The four (4) required default values for Work Order creation in Managely are automatically defaulted in the ‘won’ Job export process from WeSuite to Managely. 

32218 – Accounting Integration: Bold Group – Managely: Export of Won Jobs: PO #: At job export from WeSuite if a PO number is included in the WeSuite “PO #” field, the field will populate in the Managely Work Order.

31893 – Accounting Integration: Bold Group – Managely: Export of Won Jobs: RMR Items: At job export from WeSuite included RMR items on the job will be inserted at the Managely RMR tab within a Work Order based on the item having “is recurring” flagged as ON.

31585– Accounting Integration: Bold Group – Managely: Job Screen and Customer Screen: Existing Bill To Address: When creating/editing a project WeSuite will read and populate the Managely accounting “Bill To” address associated with the selected accounting customer.

33362 - Accounting Integration: Bold Group - Managely: Job Screen: Part Search: WeSuite part search of Managely will include more than the 1st ten parts found in searches.

31572– Accounting Integration: Bold Group - Managely: System Type Search and Selection: WeSuite will read Managely TYPE dropdown in the WeSuite SYSTEM TYPE drop down. Won Jobs will import the selections from WeSuite to the Managely Work Order. PLEASE NOTE: This selection also can be made in the WeOpportunity RFQ Screen and in WeEstimate screens where System Type can be selected.

31685 – Accounting Integration: Bold Group - Managely: Customer Screen: Accounting Contact: Added Cell Phone Field: When adding a contact from Managely to the job in WeSuite, WeSuite will read and include the 'Cell Phone' from the Contact record.

33617 – Accounting Integration: Bold Group - Managely: Job Export: Includes WeSuite Job # and Title: The ‘won’ job export of information to Managely now includes the WeSuite Job Number and JobTitle in the Work Order Description field.

33610 – Accounting Integration: Bold Group - Managely Job Export: WO #: After Job export and Managely Work Order creation WeSuite will fill the Work Order (WO) fields in WeSuite with the Work Order Number created in Managely.

33473 – Accounting Integration Infor by ISM: Fixed Price Contract Module: Part Pricing Read: WeSuite will read Fixed Price Contract part pricing from ISM for the selected ‘Fixed Price Contract’ being quoted in WeEstimate.

34690 - Automated Approvals Module: Job WON Email: Functionality changed so that each user will receive an individual email sent to self, which indicates a job was flagged as 'Won' by themselves or by another user.

33007 – eSignature Integration: eOriginal SmartSign+ Introduction: Program Options: Signature System: 'SmartSign+', a new interface from eOriginal is introduced for eSignature integration selection within WeEstimate.  Please note: SmartSign+ full integration is anticipated for Q2 2024. Watch for future announcements!

27759 - Program Options, Tools: Editors: Packages and Test & Inspection Items: Deactivate Item Selection: Within Program Options, Appearances, at the ‘Item Lists’ tab, existing items may now be flagged as ‘deactivated’.  ‘Deactivated’ items will no longer show on User selections lists for the following fields: Job Type, Type of Sale, Wire Items.  The following are also available for ‘Deactivating’ at their respective creation / edit areas within Program Options: Packages, Chargeable Items, RMR Items, and Test & Inspection Items.



32452 - Universal Grid Report: Updated Layout and Addition of New Fields: Work has been completed to provide enhancements to the URG:

IMPORTANT!! Existing saved ‘data views’ will need to be recreated after the update. All existing saved views will be lost due to changes in the URG and this update.


1) Data loading time is significantly faster.

2)  Updated the 'Column Chooser' to be an easy to find button. Click to select / deselect fields to show on the URG and for use when defining and saving “Views”.


3) Update of URG data field names as follows:

BIN to Estimate

Job Label to Estimate Title

Job Split % to Production Split %

Comm from RMR to RMR Commission

Comm Split % to Commission Split %

Est Comm to Estimated Commission

Tier to Commission Tier

Forecast Sale Total to Forecasted Sale Total

Forecast RMR Total to Forecasted RMR Total

Close Date to Job Closed

Archived? to Archived

Type to Sale Type

System Type ID to System Type

Date Sent to Date Quote Sent

Office to Quoted Office

Last Status Change to Last Updated

Job Due Date to Estimate Due Date

Date Job Approved to Date Approved

WO to Work Order

PO to Purchase Order

5) The following URG Fields are being removed: Estimate Type, Manual Sale Price, RMR Sold

6) New Data Fields / Columns added: Total Labor Hours, Total Labor Cost, Total Labor Sell, Total Material Cost, Total Material Sell, Post Approval Status.

7) The Filters tab includes selections for Job Status’, 30-60-90 Day Forecast, inclusion of Archive jobs.

8) Creation and saving “Views” now saves the selected Users as well!  Select the Users by checking each to be included, create, name, and save the View.

9) Added commission splits on a job to appear as a secondary row within individual job records.

10) Added 'Sum' fields to additional and new columns to accurately display totals for each column of the generated report.

Bug Fixes

31782– Accounting Integration: Managely: Customer Screen: Refresh From Accounting Button: Fixed the error when adding a main point of contact.

33675 – Accounting Integration: SAP Business By Design: Estimate Screen: Accounting Tab: ‘Reset’ Exported Jobs: resolved an issue where the ‘reset’ button at the accounting tab within the job was available. After the export to accounting is complete, the ‘reset’ button is not available.

33979 – Accounting Integration: SAP Business By Design: Export Tab Available After Job is Exported: resolved an issue where the “Export” job tab was still available after Jobs had been exported to accounting.  The Accounting tab now displays “Reset” button and notes “Accounting export completed successfully”. 

34025 – Accounting System Integration: SAP Business By Design: Office Level Labor Change Selecting a Region: resolved an issue where Users could change the Labor Region without selecting an Office within the Region causing prior Office Labor rates to remain active.

33981 – Accounting Integration: SAP Business By Design: Region and Office Labor Category Selection not in Alphabetical Order: resolved an issue where the Labor categories listed within the Labor selection dropdowns at new Job, within Jobs, and at System Configuration were not in listed alphabetical order.

33965 – Accounting Integration: SedonaOffice: Estimate Screen: SedonaOffice Part Level RMR Not Adding to Job: resolved an issue where RMR defined at the part level and read from SedonaOffice did not calculate after parts with associated RMR are added to Jobs.

34056 – Accounting Integration: SedonaOffice: Program Options: Cannot Select Phases: Resolved an issue where if you were to configure phases in Program Options < Accounting Interface < Options, within the dropdown menu for 'Default Phase' there was not a phase list populating from Sedona.

33985 – Automated Approvals Module: Email Notifications Not Going to User: resolved an issue where the User submitting the job for approval, or receiving approval denied, was not receiving email notifications.

34137 – Automated Approvals Module: Estimate Screen: Approval Notifications to Groups: Resolved issue when Jobs were submitted for approval, email notification went to the first Approval Group and did not send to subsequent Approval Groups within the system.

34180 – Automated Approvals Module: Job Editing During Approval: resolved an issue where jobs could be opened by Users other than the Approver during an approval process and changes to the job could be made without exiting the approval process.

34026 – Automated Approvals Module: Tools: My Settings: Dashboard: Show Pre / Post Sale Approval Screen: resolved an issue where the check boxes for the Dashboard tab were not checked to show Pre or Post-Sale approval screens and screens were displaying at the Dashboard.  Approval screen tabs will show only if checked to show in My Settings.

33731 – Automated Approvals Module: Post Approval System Configured Based on Job Types: resolved an issue where Job Types that were not set to require ‘post sale approval’ were triggering a ‘Post Sale Approval’.

33659 – Automated Approval Module: Pre-Sale Approval: Approvers List Not Showing When Job is $0 or Less: resolved an issue where the total sell price is $0 or a negative dollar amount is not showing Approver list.

33658 – Commission Management Module: Estimate Screen: Commission Tab: Manual Adjustment: Resolved an issue where if a manual commission adjustment was made within a job, after the job was closed and reopened the new commission calculation was not updated.

24805 – Commission Management Module: Production Percentage Split Not Saving: resolved an issue where the commission split in dollars saves however, the percentage value of a commission split is not saving after a job is closed and reopened. Enables ‘splits’ requires a) User has assigned commission plan; b) User has the right to ‘split’ commissions; c) the commission calculation within the job is over $0. 

34036 - Dashboard Screen: Bin Passing to User: Email Notification: Resolved an issue where after a BIN was passed, the receiving User was not receiving email notification that the BIN was passed to them.

33388 – eSignature Integration: DocuSign: Tools: Program Options: eSignature Interface: Notification Days: resolved an issue where the notifications reminder setting was notifying after 12 hours vs 24 hours per the setting.

34134 - Estimate Screen: Folder Level 2 and 3 Structure: Add Non-Active Folder: Resolved an issue adding a non-active Folder when using Level 2 or 3 folder structure an error would occur after closing and re-opening the job.

33588 – Estimate Screen: Supporting Documents Folder Updated at Job “Won” Status: resolved an issue where the configuration settings: “DocumentsToPDF” = ‘true’ and “SummaryToPDF” = true and pdf reports did not automatically save to Support Documents when Job was ‘won’.


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