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Integrations

How To's for using WeEstimate with integrated software, such as Sedona

  • Pulling Sell Pricing from Sedona

    To use the Sell assigned within Sedona Office instead of using the Default Margin assigned in Regions follow the steps below: 1) Go to Tools > Program Options 2) Then go to Accounting Interface > Opti...

  • Windows Authentication Integration

    WeSuite has a built in option to integrate WeEstimate and WeOpportunity logins with integrated Windows Active Directory. How it Works: When a User logs into WeSuite it will use the Windows password fo...

  • Sending documents to Sedona

    Prerequisites: Your organization must request an API from Sedona in order to export documents from WeEstimate into Sedona. In order to configure the API, WeSuite needs 3 pieces of information: Sedona ...