WeSuite

Turn every site walk-through into a signed deal. Start on your tablet, pull the account from your CRM, and build a scoped quote using preloaded parts, labor bundles, and service plans. Taxes, margins, and recurring revenue are calculated as you go. Show good-better-best options, attach drawings or photos, and switch quantities in front of the client. When they’re ready, route required approvals in-app, then capture a secure signature on the spot using integrated services like DocuSign or eOriginal—no back-and-forth emails, no waiting.

For office-based estimating, kick off from a new inquiry or an existing opportunity. Add devices from your catalog, apply assemblies, and set pricing rules for markups, commissions, and discounts. Build multi-phase or multi-site proposals with alternates and scope notes. Drop in branded templates that auto-fill customer details, terms, and schedules. Collaborate with operations or engineering in real time to validate design and labor. Once finalized, generate the proposal and contract together, export to PDF if needed, and send with an auditable trail that tracks views, edits, and signatures.

Keep your team aligned with a clear pipeline. Reps move deals through stages, log activities, and receive alerts when prospects engage with documents or when deadlines approach. Managers review live dashboards for forecast, hit rates, and revenue mix by product, vertical, or territory. Approval paths enforce margin thresholds and compliance before anything goes to the customer. All contacts, sites, and documents live in a shared library with role-based access, so technicians, finance, and leadership see exactly what they need—nothing more. Close the loop with two-way CRM sync, and use document analytics to optimize proposals based on what clients actually read. With WeSuite, day-to-day selling becomes a repeatable process: qualify, scope, price, approve, present, sign, and hand off to delivery without losing context or time.