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System Configuration

  • How to Reset your eOriginal Password

    The steps illustrated below will cover how to reset your eOriginal password associated to your WeEstimate application. Your credentials must first be reset at the login page of the eOriginal portal: h...

  • Default Margin by Customer

    Default Margin by Region Within WeEstimate the default setup for most clients will be to use a single default margin for all equipment. This margin is setup in: Tools -> System Configuration -> Region...

  • How to check my SMTP Settings?

    SMTP settings are found under Tools -> Program Options. These settings are used to send email notifications from within the application ie. approval notifications, won jobs notifications, etc. The Tes...

  • How to Configure Pre-Approvals and Post Approvals

    Pre-Approvals and Post Approvals serve as a means to have groups review proposals before being sent out to the client. This is a guide to walk you through the process. You can access the Approval Syst...

  • How to Set Date Range in Dashboard

    Often times, after years of creating and sending out quotes to your customer, you may at times find it difficult to navigate through the dashboard when there are many jobs to filter through. The easie...

  • How to change Freight/Burden/Warranty auto-calculated numbers in WeEstimate?

    Follow these steps to change how WeEstimate auto calculate certain percentages and increase the cost of the job.  This is helpful when trying to take into account the cost of doing business and having...

  • How do I update Licensing settings for a user?

    To check licensing settings for users, please follow these steps: 1. Go to Tools 2. Click on System Configurations 3. Select the User 4. Go to the Licensing tab 5. Select applications that this User s...

  • How to change the Email used to send out notifications

    WeSuite provides the ability to change the email address where email notifications are coming from. For WeEstimate, this setting under Tools -> Program Options -> SMTP  For WeOpportunity, this setting...

  • How to Setup Weighted Forecast in WeEstimate

    To set up the use of weighted forecast in WeEstimate you must first go to “Program Options”, “Forecast”, and set your system to “Weighted Forecast”. Then configure the Forecast drop down which will re...

  • How to Setup Sales Quotas for Users

    The purpose of this guide is to illustrate how this can be configured on a per- user basis. Quotas are often helpful for salespeople to keep track of reaching their quotas per quarter by comparing to ...