WeSuite has announced the expansion of its web-based sales software, QuoteAnywhere, to a full-featured, standalone, lead-to-close sales platform.

It now includes many features previously only available in WeSuite’s WeOpportunity and WeEstimate software, as well as a full array of configuration and administration capabilities.

Suitability

The cloud-based platform is suitable for salespeople, engineers, approvers and other sales team members to work wherever and whenever is most convenient.

When building quotes, salespeople can switch between a customer-facing presentation mode to work collaboratively with prospects and a non-presentation mode to create and adjust estimates.

Users can also sign and close deals on the spot.

QuoteAnywhere

The company notes that QuoteAnywhere consolidates everything in a single, user-friendly platform designed for residential, small business and commercial sales. This includes:

• Lead creation
• Assignment
• Management
• Estimating
• Proposal generation
• Contract automation

Current clients may utilize QuoteAnywhere in conjunction with WeOpportunity and WeEstimate, shifting to the web-based platform in full when they like.

Key features of the latest release

• Automated approvals module: For creation, assignment and use of pre-sale and post-sale job approval automation, including review and approval by email
• Change orders: Enables quoting change orders after the original sale
• FieldHub integration enhancement: WeSuite part-level labor hours can be associated with parts from FieldHub for use when creating estimates. Labor categories, hours and costs for winning jobs are exported to FieldHub for job creation and delivery
• Get latest pricing: Allows checking for material cost updates from the price source for existing quotes.
• Notifications: Project alerts such as approvals required and reminders to salespeople
• Journal: Documents job status changes and enables the recording of job notes
• Sales forms module: A new module for creation and assignment of digital sales forms to capture additional information for estimating, booking, project delivery and more. Examples include site survey information, booking information, product configuration requirements and zone lists
• System configuration: Company region and office creation, labor category and rate assignments, creation and assignment of group rights, user configuration, thresholds and product licensing

As new features are released, they are available to all QuoteAnywhere clients.

Release highlights for ISC West

• Add a one-time part
• Copy estimates
• Fixed price contract module
• GP and adjust sell price
• Non-presentation mode
• Supporting documents
• Test and inspection module

WeSuite highlights its company practices will be SOC2 certified and compliant in 2025, adhering to the highest benchmarks for cybersecurity.

“The next generation of sales software for the security industry”

Tracy Larson, President, WeSuite commented: “Since QuoteAnywhere’s 2020 launch, we have seen increasing demand for web-based estimating among sales teams with complex workflows, multi-system sales and customized proposal and contract documents.

“By adding our most popular features and modules in WeEstimate and WeOpportunity and launching QuoteAnywhere as a standalone platform, we are releasing the next generation of sales software for the security industry. 

“WeSuite users benefit from full-featured lead-to-close software whether on the road, in office or working remotely.

“We are very excited and expect QuoteAnywhere to be the go-to solution for new and existing WeSuite clients. We encourage everyone to see us at ISC West Booth 29093,” concluded Larson.