WeEstimate
Estimating Tool
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
Program Options
- WeEstimate Email Settings
- SMTP Settings Definitions and Setup (latest 6.10 and higher)
- How to Edit a Fixed Price Contract
- WeEstimate - Editing Data Lists
- How to Add and Modify Your Loss Reasons in WeEstimate
- How to Add Estimate Options
Estimate
- Exporting and Importing Files in AWS AppStream for WeEstimate
- Exporting and Importing Excel Files in AWS AppStream for WeEstimate
- How to make a Negative Adjustment to a Job
- Adding Supporting Documents to an Estimate
- Updating GPM for Specific Folders
- Changing the Order of Folders in WeEstimate
Documents
- How To Authenticate A DocuSign User
- Creating Checkbox Templates in WeEstimate
- How To Retrieve DocuSign Company URL for Authentication
- Setting Document Related Defaults (Per User)
- How to Update A Terms and Conditions Template
- How To Create a Revision/Quote Package
Reporting
My Settings
Modules
- Adding Labor to WeSuite Parts
- 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