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WeEstimate User Guide

  • Introduction, Logging In and My Settings

    Introduction Welcome to WeEstimate by WeSuite!  WeEstimate is the premier account management, estimating, and proposal management software for complex sales environments.  WeEstimate enables managemen...

  • Proposal Document Checkboxes

    The following Diagram represents some available checkboxes in the document screen along with notes and descriptions.   Proposal Pages Cover Page Select to print specific pages CAN be checked off at al...

  • WeEstimate URG Navigation Map

    WeEstimate URG Navigation Map...

  • How To Create An Estimate

    Create a Quote in Less Than 10 Minutes Begin a New Project To begin click the New Project button from your Dashboard STEP 1: From the new project screen enter the name of your customer.  In this examp...

  • Create Contractor Documents

      Create Contractor Documents:   1)     Create proposal by clicking ‘New Project’ 2)     Select ‘Quote Directly to Contractor’ 3)     Populate required fields a.     Contact b.     Customer Name/Proje...

  • Dashboard

    On entering the software your first screen is referred to as your “Dashboard..  It’s the touchstone upon which you will access all other areas of the software.  Provided below is a breakdown of each i...

  • Universal Reports Grid ( URG )

    The Universal Reports Grid can be used to run reports on individual jobs, as well as on any users you manage.   Accessing the URG   Click on the following Icon to View the URG:   Once on the screen, y...

  • Customer Information Screen

    The Customer Information Screen is where all contact information is captured for each proposal. The customer name is selected at the Dashboard when the New Project screen appears. The Contact screen i...

  • How To Edit Contact Information

    1)      Select/Open Proposal. 2)      Click   located on top menu bar. 3)      Go to Contact Tab. 4)      On right hand side of screen, make edits to contact.  Information is saved automatically....

  • Negative Adjustment Change Order

    Create the Change Order:  Select on the Negative Adjustment box as show in the screenshot below: Enter the Qty of items to subtract. Select Finish. The items will now be added to your Change Order wit...