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  1. WeSuite
  2. WeEstimate
  3. System Configuration

System Configuration

  • IMPORTANT – TIME SENSITIVE!! DocuSign Changing Security Requirements
  • 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
  • Creating a Group and Add Group Rights
  • How to Delete Associated Parts
  • Assigning Users to a Commission System
  • How to Create a Region
  • How to Deactivate a User from WeEstimate
  • How To Configure a Manager Override Commission
  • How to Duplicate a Package in WeOpportunity & WeEstimate
  • How to Activate/De-Activate Report Export
  • How to add Associated Parts in WeEstimate
  • How to Assign a User to an Approval System
  • Creating an Approval System
  • How to Control XML Export Rights
  • How to Enable Visibility of 'Tax' Column in the Estimate Screen
  • Price Adjust Tab
  • How to Create a Chargeable Item
  • How to Reset a Password
  • How to Setup Approval Notification Emails
  • How to Format Number of Decimal Places for Display of Labor in Estimate Screen
  • How to Enable Window Prompt to Control Quantity of Parts Added to an Estimate
  • How to Give a User Bin Passing and Job Sharing Rights
  • How to Add New User into WeEstimate
  • How to Set the Default Configuration for Tax in the Estimate Screen
  • How to Complete a Commission Split in WeEstimate
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