Ws proposal

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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Dia veris verum reped mod quam quia dit, illuptat.

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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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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.

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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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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.

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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:

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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

“ “

CLIENT NAME Ceptaquias dolor re min rerum re dolorep ererers perovitio eum que nemoluptasi doluptatio odigenis autatus.

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CLIENT NAME Ceptaquias dolor re min rerum re dolorep ererers perovitio eum que nemoluptasi doluptatio odigenis autatus.

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info@wesuite.com www.wesuite.com // 914.920.3400