Business Forms Module for WeSuite's QuoteAnywhere and WeEstimate software

March 18, 2024
ISC West 2024 Booth 29067

WeSuite’s new Business Forms Module for QuoteAnywhere and WeEstimate allows you to easily create custom web forms to capture information during the sales process to streamline support of customers and projects. Forms are assigned at the Customer or Job levels and can be for multiple purposes. Examples include survey checklists, project funding, tax status, billing requirements, etc. Fields are configurable as drop-down lists, radio buttons, checkboxes, calendar events, freeform responses, required, and with logic to direct the presentation and order of next fields within the form. Available soon: WeSuite API endpoint for export of captured data to other applications.  

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