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WeEstimate User Training
Creating an Estimate and Sending a Proposal
Creating a Project from WeOpportunity (4:08)
Building your Estimate I (Basic) (1:32)
Building your Estimate II (Advanced) (14:15)
Generating a Document (3:30)
Creating an Estimate and Sending a Proposal Quiz
WeEstimate Tips & Tricks
Creating Revisions (1:20)
Copying a Job from a Template (2:08)
Creating a Package (5:51)
Adding Labor / Price Adjustment (1:59)
Customer Information Screen (3:39)
WeEstimate Tips &Tricks Quiz
Site Survey
WeEstimate Survey (11:36)
Survey to WeEstimate (1:38)
Documents Advanced
Templates I (Basic): Checkbox Templates / SOW Templates (3:38)
Templates II (Advanced): Inserting Images, Tables, etc (7:22)
Sending Proposals and Contracts to your Customer (2:02)
Understanding Quote Packages (Revisions) (4:20)
Documents Advanced Quiz
Reporting
Understanding the WeEstimate URG (5:54)
Create and Customize the URG Reporting View (4:42)
Sorting and Filtering the WeEstimate URG (13:29)
URG Field Definition Guide
WeEstimate URG Map
Reporting Quiz
eSignature
How to Send an Invitation for eSignature with DocuSign (9:50)
How to Send an Invitation for eSignature with eOriginal (7:54)
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Templates I (Basic): Checkbox Templates / SOW Templates
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