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WeEstimate
WeEstimate
Estimating Tool
My Settings
Import and Export File Locations
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
See all 15 articles
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
See all 60 articles
Program Options
How to Add and Modify Your Loss Reasons in WeEstimate
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)
See all 28 articles
Estimate
Setting an Estimate Status to In Engineering
Updating GPM for Specific Folders
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
See all 27 articles
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
See all 14 articles
Reporting
Universal Report Grid (URG)
Understanding the Difference Between Commission URG Flat Vs. Full Export
How to Add a View in the Universal Report Grid
How to Setup Weighted Forecast in WeEstimate
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
See all 8 articles
Add Modules
How to Configure the Approval Site for Use of Approvals by Email Feature & Supported Features
IT / Networking
Accessing WeEstimate from a Web Portal
Running WeEstimate directly from the Browser: Not able to edit fields