SALES MANAGEMENT SOFTWARE FROM CONTACT TO CONTRACT
BUSINESS PROPOSAL
Prepared for: Name Issued: 01/01/2018 Valid: 01/02/2018
WeSuite
GROWING BUSINESS STRONG SALES MANAGEMENT SOFTWARE FROM CONTACT TO CONTRACT
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info@wesuite.com www.wesuite.com // 914.920.3400
Cover Letter
Name Address Phone Email
Dear
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Sincerely, Name Address Phone Email
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About Us
WHO WE ARE Ceptaquias dolor re min rerum re dolorep ererers perovitio eum que nemoluptasi doluptatio odigenis autatus.
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Mente explabo. Itas aut asitio tem fugiassitiur se latur? Ovitiorepro volum inctiatur accatem am inisi omnienis exerum etur aspe omnisqui asit, cum rae voluptae odit, conserumquo occatiu
ADD-ON MODULES RECURRING MONTHLY REVENUE
CHARGEABLE ITEMS
WeEstimate Core
WeEstimate Core
Powerful RMR generator integrated directly with
Costs that today are often missed during the sales
WeEstimate enabling Clients to define customized
proposal stage (i.e. equipment, rentals, etc..), can now
Recurring Monthly Revenue.
be accounted for and included on the job!
AUTOMATED APPROVALS
ADVANCED TAX WeEstimate Add-On
WeEstimate Add-On
Quote tax at the line item level. Designate parts as
Pre and post-sale approvals where rules can apply
taxable (Sales/Use) or non-taxable. Assign tax profiles to Client accounts that auto-populate.
to groups or individuals, cross-Regionally and within Offices, and can operate in a hierarchy or a first able basis.
COMMISSION MANAGEMENT
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CONTRACT DOCUMENTS
WeEstimate Add-On
WeEstimate Add-On
Display estimated commission amounts, splits and
Auto-populate sales information to contract
overrides per proposal, sale or job type on the Estimate
documents. Users can select contracts and print
screen, Universal Report Grid and Commission Reports for
or email to the customer. Includes scope of work,
your sales team.
equipment/pricing schedule and more.
info@wesuite.com www.wesuite.com // 914.920.3400
About Us
FINANCE LEASE
ENGINEERING REVIEW
WeEstimate
WeEstimate
Enables your sales team to include company defined
Allows a copy of the accepted quotation to be used
finance options on proposal or contract documents. Sales
for clarification of items on the bill of materials, labor
people can decide to lead with the lease price and show an
hours, chargeable items and RMR items without
outright sale price, or vice versa.
affecting the sale price of the accepted sale.
SUBSCRIPTION SALES
FIXED PRICE CONTRACTS
WeEstimate
WeEstimate
Define customized Test & Inspection billing codes
Define fixed contract pricing such as: GSA, state and
that are added directly to each proposal by using
local government contracts or fixed price contracts
simple “drag and drop� technology.
for customers.
QUOTE TO CONTRACTOR
ELECTRONIC BUSINESS FORMS
WeEstimate
WeOpportunity, WeEstimate & QuoteAnywhere
Enables a single estimate to be easily created and emailed
Make your paper forms electronic and automatically save
individually or all at once, to multiple contractors.
inside WeSuite. Information can be used to populate inside documents or other databases. A link to forms can also be
SITE SURVEY BY WEESTIMATE
sent to customers or other personnel for completion.
WeEstimate Add-On Allows a copy of the accepted quotation to be used for clarification of items on the bill of materials, labor hours, chargeable items and RMR items without affecting the sale price of the accepted sale.
PRICING: (add to Base pricing) 1 Add-On Module $12.95 / User / Month
7 Add-On Modules $32.95 / User / Month
2 Add-On Modules $15.95 / User / Month
8 Add-On Modules $34.95 / User / Month
3 Add-On Modules $19.95 / User / Month
9 Add-On Modules $36.95 / User / Month
4 Add-On Modules $24.95 / User / Month
10 Add-On Modules $38.95 / User / Month
5 Add-On Modules $26.95 / User / Month
11 Add-On Modules $40.95 / User / Month
6 Add-On Modules $29.95 / User / Month info@wesuite.com www.wesuite.com // 914.920.3400
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Our Team
OUR TEAM
JOHN DOE
JANE DOE
JOHN DOE
Project Manager
Developer
Manager
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omnienis exerum etur aspe omnisqui asit, cum rae voluptae odit, conserumquo occatiu sdantis que acestis doluptas vent acessimporae eatecate ex expelique conecusamet optae. Pis in etur, omnihit alitaquae. Explacius eaquamusam, is ut volor andus solum reptate mpellupta dunde perfernatiis eum ea eic to
omnienis exerum etur aspe omnisqui asit, cum rae voluptae odit, conserumquo occatiu sdantis que acestis doluptas vent acessimporae eatecate ex expelique conecusamet optae. Pis in etur, omnihit alitaquae. Explacius eaquamusam, is ut volor andus solum reptate mpellupta dunde perfernatiis eum ea eic to
EXECUTIVE SUMMARY omnienis exerum etur aspe omnisqui asit, cum rae voluptae odit, conserumquo occatiu sdantis que acestis doluptas vent acessimporae eatecate ex expelique conecusamet optae. Pis in etur, omnihit alitaquae. Explacius eaquamusam, is ut volor andus solum reptate mpellupta dunde perfernatiis eum ea eic to tem qui de voluptam et quaest pa cus apicium quibusa samusa pra prae nos aspe eum nobis dolorem posapel ex endi dolum in expe sollibu
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stemporitem volestibere nis dolent hit aut fugiatus molut alitas alis mi, sus. Dia veris verum reped mod quam quia dit, illuptat. One suntem coritam el iundis consentur assinti busanis parchit, offic testium harum ipsanda nes id et expero bearum est omnim faciumq uaerum anihiti quiam volupta ipicips anderem cum ut occum ne nimi, que essitas eniendaes
info@wesuite.com www.wesuite.com // 914.920.3400
Project Description
PROJECT DESCRIPTION ANALYSIS AND REASEARCH
STEP 1
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PROJECT ELABORATION
STEP 2
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IMPLEMENTATION
STEP 3
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PROJECT ELABORATION
STEP 4
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info@wesuite.com www.wesuite.com // 914.920.3400
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Pricing Breakdown
PRICING BREAKDOWN BUDGET SUMMARY Qty: (Users/ Month)
Unit Price: (Per User Per Month)
Total Price:
Item description
1
$0.000
$0.000
Item description
2
$0.000
$0.000
Item description
3
$0.000
$0.000
Qty: (Users/ Month)
Unit Price: (Per User Per Month)
Total Price:
Item description
1
$0.000
$0.000
Item description
2
$0.000
$0.000
Item description
3
$0.000
$0.000
Description
Comments:
SOFTWARE MONTHLY 1ST 90 DAYS
Description
Comments:
SOFTWARE MONTHLY AFTER 1ST 90 DAYS Qty: (Users/ Month)
Unit Price: (Per User Per Month)
Total Price:
Item description
1
$0.000
$0.000
Item description
2
$0.000
$0.000
Item description
3
$0.000
$0.000
Description
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Comments:
info@wesuite.com www.wesuite.com // 914.920.3400
Pricing Breakdown
PROFESSIONAL SERVICES Qty: (Users/ Month)
Unit Price: (Per User Per Month)
Total Price:
Item description
1
$0.000
$0.000
Item description
2
$0.000
$0.000
Item description
3
$0.000
$0.000
Qty: (Users/ Month)
Unit Price: (Per User Per Month)
Total Price:
Item description
1
$0.000
$0.000
Item description
2
$0.000
$0.000
Item description
3
$0.000
$0.000
Description
Comments:
PROFESSIONAL SERVICES TOTAL
Description
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Comments:
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References
REFERENCES
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CLIENT NAME Ceptaquias dolor re min rerum re dolorep ererers perovitio eum que nemoluptasi doluptatio odigenis autatus. Mente explabo. Itas aut asitio tem fugiassitiur se latur? Ovitiorepro volum inctiatur accatem am inisi omnienis exerum etur aspe omnisqui asit, cum rae voluptae odit, conserumquo occatiu sdantis que acestis doluptas vent acessimporae eatecate ex expelique conecusamet optae. Pis in etur, omnihit alitaquae. Explacius eaquamusam, is ut volor andus solum reptate mpellupta dunde perfernatiis eum ea eic to tem qui de voluptam et quaest pa cus apicium quibusa
CLIENT NAME Ceptaquias dolor re min rerum re dolorep ererers perovitio eum que nemoluptasi doluptatio odigenis autatus. Mente explabo. Itas aut asitio tem fugiassitiur se latur? Ovitiorepro volum inctiatur accatem am inisi omnienis exerum etur aspe omnisqui asit, cum rae voluptae odit, conserumquo occatiu sdantis que acestis doluptas vent acessimporae eatecate ex expelique conecusamet optae. Pis in etur, omnihit alitaquae. Explacius eaquamusam, is ut volor andus solum reptate mpellupta dunde perfernatiis eum ea eic to tem qui de voluptam et quaest pa cus apicium quibusa
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info@wesuite.com www.wesuite.com // 914.920.3400