--- title: "WeSuite Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WeSuite Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/144442/WeSuite/" page_type: "product" language: "en" --- # WeSuite Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) WeSuite ## What is WeSuite? The leading Sales Management Software "from Contact to Contract" created to help our clients build strong & permanent operational methodologies throughout their company. WeSuite provides lead management, powerful & flexible quote & proposal generation, real time reporting, in-the-field quoting & surveying, in addition to over 10 software modules targeted for business improvement. WeSuite solutions provide immediate ROI & ongoing savings along with excellence in training & ongoing support. ## What is WeSuite used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Quoting](https://www.capterra.com/quoting-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $30 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WeSuite?[Manage this product listing](https://www.g2.com/products/wesuite/claim_requests/new?auto=true) ## WeSuite Overview Updated September 2026 AI summary WeSuite provides proposal management, quoting, and sales force automation tools for businesses of all sizes seeking to standardize and coordinate their sales processes. It supports proposal generation, quotes, document management, electronic signatures, and workflow management, with optional CRM and client portal features. Deployment is flexible across web, cloud, desktop, and mobile platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WeSuite 4.7 (20) VS. [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting Price $30 Flat Rate, Per Month Starting Price $36 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (20) Ease Of Use 4.6 (689) Value For Money 4.0 (1) Value For Money 4.6 (630) Customer Service 4.6 (20) Customer Service 4.7 (593) ## WeSuite alternatives [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [TopBuilder](https://www.capterra.com/p/123480/Builder-CRM-Marketing/) [5.0 (15)](https://www.capterra.com/p/123480/Builder-CRM-Marketing/reviews/) Starting price $55.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/123480/Builder-CRM-Marketing/) [OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) [4.9 (117)](https://www.capterra.com/p/157679/OnePageCRM/reviews/) Starting price $9.95 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157679/OnePageCRM/) ## FAQs about WeSuite Overview ### Which roles and teams benefit most from WeSuite? WeSuite is most used by sales leaders, business owners, and marketing teams that need to streamline quoting, proposal creation, and customer communications. Operations, billing, and support staff benefit from better workflow coordination, while executives use it to improve sales visibility, standardize processes, and support revenue growth. Answer based on 19 reviews Overview ### What company size and specific industries is WeSuite built for? WeSuite is designed for electronic security, alarm, and fire dealers that need sales process management software. The target audience is business-to-business dealers in these specialized industries, including companies that manage sales operations, quoting, and related workflows for security and fire protection services. Features and Usability ### What are the key features of WeSuite? WeSuite offers sales and quoting features including automated quoting, estimating, proposal generation, quotes and estimates, pricing management, and discount management. It also includes CRM, lead management, pipeline management, opportunity management, and sales forecasting, plus document management, electronic signature, workflow management, audit trail, and a client portal. Pricing ### How much does it cost and what fees or limitations are included? WeSuite starts at $30 per month for WeOpportunity, with WeEstimate priced at $49.95 per month as a flat rate. A free trial is available. WeOpportunity covers lead distribution and reporting, while WeEstimate adds proposal customization, add-on modules, and real-time sales intelligence. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does WeSuite offer? WeSuite provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote learning, webinars cover shared product topics, and documentation offers written reference material for self-paced review. Answer based on 1 reviews Getting Started and Support ### What customer support options does WeSuite offer? WeSuite provides chat support. Users describe the staff as very supportive during implementation and helpful throughout setup, with assistance that guides teams through configuration steps. Support is often seen as hands-on and patient, especially when users are getting packages, users, and documents configured. Answer based on 1 reviews ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) WeSuite supports **Proposal Generation** and **Quotes/Estimates**, giving sales teams a way to create proposals and build accurate pricing details in one system. However, it does not include **Customizable Templates**. Instead, it offers other features that reviewers also rate as important, including **Electronic Signature** (**57%**), **Document Management** (**45%**), and **Templates** (**43%**), helping businesses move documents through approval faster, keep proposal files organized, and maintain consistency across sales materials. Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Quoting Generate rule-based quotes for clients automatically Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Client Portal Private online space that lets businesses securely share documents and provide information access to clients WeSuite 42 features ### All Features - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Email Marketing: Create and send email blasts/campaigns - Estimating: Estimate expected cost based on various factors before a project begins - Field Sales Management: Manage or track sales completed by field teams/employees - Interaction Tracking: Track interaction history by documenting conversations for contacts - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - RFP Management: Manage and process incoming documents detailing requests for proposals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Value for money 4.0 (1) Free Trial [View pricing plan details](https://www.capterra.com/p/144442/WeSuite/pricing/) WeOpportunity $30.00 Flat Rate,Per Month It includes: - Assign and Distribute Leads Throughout Your Sales Team - Manage Sales Based on Accurate and Complete Reporting - Record and Share Opportunities With One-Time Data Entry - Track Progress With Time-Saving Tools and Minimal Effort - Upload Contacts and Lead Lists WeEstimate $49.95 Flat Rate,Per Month It includes: - Customize Proposals With Images - Finance - Operations and Support Teams - Over 12 Powerful Add-on Modules Support the Unique Needs of Your Business - Real-Time Sales Intelligence Bridges the Gap Between Sales - Single Data Entry Reduces Errors and Busy Work - Tables and Graphics WeSuite Enterprise Contact Vendor for Pricing It includes: - CRM With Lead App - Customized With Add-On Modules - Quote-to-Close Software - Real-Time Sales Reporting - Sales Team Management Tools - Simple to Complex Estimating Value for money 4.0 (1) 4.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (20) 4.6 Based on 20 reviews ## User reviews Overall rating 4.7 Based on 20 reviews Filter by rating 5(13) 4(7) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KM Kelly M. eOriginal Computer Software ### "WeSuite Utilization" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 February 24, 2017 We have been working with WeSuite for several years now and I have nothing but positive things to say. The product is easy to navigate and utilize. The WeSuite team is also always very helpful and responsive when questions arise. Pros easy of use great support team Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 24, 2017 Thank you, Kally for taking the time to share your review! It is through our relationships with our Users and alliances that we are able to continuously enhance our sales solution and provide the most cohesive product possible. It is our ultimate goal to deliver quality every single day. Many thanks, Katie Curtin, WeSuite EM Eric M. owner ### "easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 August 24, 2015 Wesuite estimator software is very easy to use and can quickly generate quotes. The biggest pro, is that the software allows you to build customized documentation to included with every quote that is generated. an example; quote A you want to show the terms and conditions but with no manufacturing part numbers and on quote B you can remove the terms and conditions with a single click and to show part numbers among many other customized documentation to include in each quote. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 26, 2015 Eric, Thank you so much for your review. Building quotes is one of our favorite activities because it is quick, easy and accurate. We're so happy to hear how much you like the functionality. Many Thanks, Katie Boyd WeSuite TC Taylor C. ### "Feedback" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 0.0 0.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 August 24, 2015 Support has dropped off since we went live and it feels like we have to chase people down to get updates and answers. Software appears to be stable, but there are functionality gaps that need to be addressed. WeOpportunity has the most room to "grow." Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 27, 2015 Taylor, Thank you for taking the time to write a review on our behalf. You and your satisfaction with our team is very important to us. I'm sorry to hear of your experience regarding Support, we will be reaching out to you to see what we can do to get back on track. Many thanks, Katie Boyd WeSuite TD Tom D. Owner ### "Have work extensively with product for 4 years" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 August 10, 2015 Pros Best quoting program for us, with our affiliation with PSA Network, have used it on various projects with clean and accurate results Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 26, 2015 Tom, Thank you for taking the time to share your experience with WeSuite. PSA members certainly do get the added benefit to our Integration! Best, Katie Boyd WeSuite MM Mattie M. HR Administrator ### "Amazing!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 August 5, 2015 Our sales process has gone from entering information onto an excel spread sheet, then entering the same information about 7 more times into different data bases. WeSuite has stream lined our sales process, we are now only entering the client and information once into WeEstimate, with all of the documents and details of the job at our finger tips. It is a very easy system to use and the Customer Service from WeSuite is fabulous! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 26, 2015 Mattie, We are so glad we are able to help save time and improve accuracy with a more streamlined process. We love knowing we have helped customers find a better way. You are a valued customer and we appreciate your support! Sincerely, Katie Boyd WeSuite LM Lisa M. Channel Marketing Manager ### "Wonderful solution " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 August 4, 2015 The WeSuite team is very responsive to the ever changing needs in this industry. The staff is all professional and wonderful to work with. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 4, 2015 Lisa, Thanks so much for your kind WeSuite review. Our Success is due to the dedication and energy of each WeSuite team member. We love our staff! Sincerely, Katie Boyd WeSuite RB Russell B. Corporate Sales Manager ### "Helped us standardize our estimating" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 August 3, 2015 In the past we had problems with needed items being left out of the old Excel style estimate. With the Packages feature we have been able to standardize what we offer for each solution including the time it will take making our estimating much more accurate. Synchronizing our parts databases has made our pricing more accurate also. Whenever we need customized changes WeSuite is very accommodating. One area that could be improved is the training and documentation. Overall we are pleased we moved to WeEstimate and are expanding the use of it from Security Estimating to other areas of our business. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 3, 2015 Russell, Thank you so much for taking the time to write a review on our behalf. It is wonderful to see which aspects of business WeSuite has helped to improve and automate. We are happy to help tailor your application to your specific needs so that you are able to get the most out of the software. Thank you for your comment regarding training and documentation. Training and webinars have become more of a top priority to ensure are users are getting their questions answered and feel comfortable as users overall. Please check with our website and be on the lookout for our monthly newsletter which provide upcoming webinar training sessions. Many thanks, Katie Boyd WeSuite BM Brian M. Vice President of Sales and Marketing ### "WeSuite has really helped us to improve our business practices!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 31, 2015 We began using We Suite in 2013. Prior to that we did not have a true check and balance to our sales process. We also had a very manual process in place from start to finish of the process. Since the implementation of We Suite, we have made many strides in improving the sales process, not only at the business level, but at the field/sales rep level. At the sales rep level, the reps are now able to find their customer, create a quotation, generate that quotation via email to a client, generate the contract and process the order via one tool, which has significantly streamlined how they operated previously. At the business level, We Suite/We Opportunity gives us very clear insight into their funnel and appointment activity. It also allows us to manage the pricing that they are able dictate to the market and force approvals with certain thresholds, something that was an extremely manual process previously. This is extremely helpful to me to be able to manage the funnel and the sales prices of items with a keystroke and require approvals where deals don't pass the "smell" test, improving our profitability and insight into the day to day of our sales reps. Working closely with the We Suite team has been very beneficial on creating reports and utilizing the system to its full functionality. Funnel management, cost control and automation were a wish for many years at the business level. They are now a daily reality and great help to us in improving the business. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2015 Brian, Thanks so much for your candid feedback. It is an amazing feeling when automation becomes the new normal. We are so glad to help turn your company's vision into reality. It makes us so happy to see our customers succeed. Your success is our success! Sincerely, Katie Boyd WeSuite KB Karen B. Senior Vice President ### "Great product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 July 30, 2015 Overall it's a great product. It works with our business software and gives us great contracts and information. It is easy to use. For routine sales everything moves quickly and we produce a very nice contract. There is room for all the information we need. What could improve is the flexibility. We need to have something other than Crystal Reports to be able to create those special contracts that just need to be different. Also, after using it for several years, we need to be able to inactivate customers and/or sites that get in the way of our lists for large customers. Because we have the capability, I'd love to be able to do some reports without having to have everything written for us. I would NEVER ask to change the database - just to access it a little easier. :-) Everyone at weSuite is the best! Always very friendly. Obviously very busy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 31, 2015 Karen, Thank you so much for your kind review. Many of our Customers love that Contracts are automatically stored, any revisions are kept, templates are easy to set and have in place, company branding is consistent, and best of all Customers love how much time our Contracts have saved them as compared to their old manual process. We certainly understand the need for flexibility when it comes to Special Contracts. Actually, our Development Team is currently looking into improving functionality and usability. I will be sure to pass along your comments as they work towards improvement. Many thanks, Katie Boyd WeSuite PC Paul C. President ### "Contact to Contract: WeSuites is the perfect fit." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 30, 2015 From the beginning there were important items we considered when looking at sales oriented software, such as prospecting data captured, ease of estimating, and integration with Sedona, paperless and overall consistency with our sales presentations and product pricing and delivery. WeSuites seem to be the perfect fit. The staff of WeSuites has been wonderful from the beginning. The conversion has been stressful and time-consuming as with any major software integration, but the patience of their staff has been exceptional and is making the process enjoyable. The only real frustration I feel is in hindsight, looking at the how inefficient and lacking our process was before WeSuites. We are looking forward to the next phase of our conversion, particularly the evolution of our sales process with the Quote Anywhere product and e-signing documentation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 30, 2015 Hi Paul, Thank you so much for taking the time to share your experience thus far. It was very important for us to offer all of these aspects with our Software. As experienced Security Industry professionals, our Partners and Developers took a lot of time and effort to develop this Software that sells itself as the Perfect Fit for your organization. We appreciate your patience as we work with you to perfect this Sales solution and mold it to your groups' needs. We understand how sometimes trying implementing such a powerful product can be, so we really aim to make the process as smooth and enjoyable as possible. You are not alone when you share your frustration with seeing how inefficient and lacking your process was before WeSuite, but we are so happy you have taken the steps towards serious improvement and efficiency! We very much look forward to your continued Success. Your Success is our Success. Thanks again for your time and candidness. Sincerely, Katie Boyd WeSuite [View all Reviews](https://www.capterra.com/p/144442/WeSuite/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.