WeQuote

WeQuote is a cloud-based quoting platform developed by WeQuote specifically for integrators in the AV/IT industry. According to the vendor, it is designed to cater to small to large-sized companies in the AV/IT industry, including AV integrators, IT integrators, audio-visual professionals, IT professionals, technology integrators, custom installers, electrical contractors, home automation specialists, and technology solutions providers. The vendor claims that WeQuote aims to simplify and expedite the quoting process for the AV and custom install industries, allowing users to create accurate quotes and generate professional proposals.

Key Features

Change Orders: According to the vendor, users can easily create change orders for accepted quotes, enabling them to make modifications to accommodate customer requests. Products can be added or removed from the quote, and a summary of the changes can be sent to the customer.

Purchase Orders: The vendor states that users can generate purchase orders based on the products and quantities specified in the quote. Ordering can be customized by supplier, brand, or manufacturer, and users can select specific products to include in the purchase order from systems, areas, or individual products within the quote.

Multi-Currency: WeQuote offers support for quoting and selling in multiple currencies. According to the vendor, users can choose a default currency for their account and quotes. They can create quotes in different currencies to cater to customers' preferences, with automatic price conversion ensuring accurate pricing.

Blinds Importer: The vendor claims that the Blinds Importer feature streamlines the process of adding blinds and curtain tracks to quotes by eliminating manual entry. Users can upload a file containing the blinds and curtain track details, with a specific focus on Lutron blinds. Imported lines can be added to the quote as custom lines, saving time and reducing the chance of errors.

Seamlessly link to Xero: WeQuote integrates with Xero accounting software, allowing users to manage invoices and financial data seamlessly. The vendor states that users can connect their WeQuote account to Xero in a few simple steps, convert quotes into invoices, and send them to Xero for reconciliation. This integration aims to streamline financial transactions and ensure accurate record-keeping.

Pick your parts: According to the vendor, WeQuote allows users to convert a project into a picklist, providing a comprehensive list of all the parts required. This feature helps users ensure they have the right parts in the correct quantities, reducing the risk of errors or missing items. The picklist can be exported as a PDF or CSV for easy reference and integration with project management tools.

More tools to get organized: WeQuote offers various tools to help users stay organized. Users can track quote and project activity, reorder systems and subsystems, set permissions for staff members, and utilize advanced filtering options to navigate and search for specific products in their catalogues.

Quotes made even better: The vendor claims that WeQuote enhances the presentation of accessories in quotes with a display accessories feature. Users can also offer discounts on products, systems, or the entire quote. The platform allows users to set VAT rates for accurate tax calculation.

Sticky column headers: WeQuote has a feature that allows column headers to remain visible and fixed at the top of the screen, even when scrolling through a large dataset. This feature aims to provide easy reference and information editing for users.

Edit a product from the toolkit in Systems: According to the vendor, users can edit product details directly from the toolkit in WeQuote. This feature enables quick updates to pricing, descriptions, and specifications without the need to navigate to a separate editing interface.