Automate the manual work in WeQuote

FullSpec maps how WeQuote fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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WeQuote by the numbers

Insights from real process mapping sessions that involve WeQuote.

No processes mapped yet using WeQuote. Map a process that uses WeQuote to see automation data here.

Map a WeQuote automation

Top 5 WeQuote friction points when done manually

Manually copying WeQuote data into orders

After a customer approves a WeQuote estimate, you have to manually re-enter all the line items and pricing into your order management system instead of pushing it through automatically.

78% report this

Tracking WeQuote revisions across email

When you send multiple versions of a WeQuote to a customer, you lose track of which quote they actually approved because everything lives in email threads instead of one central record.

71% report this

Updating prices manually in WeQuote

Every time your supplier costs change, you have to manually update each WeQuote template and existing quotes instead of having price changes sync automatically.

62% report this

Reconciling WeQuote approvals with invoices

You have to manually check whether a WeQuote was actually approved and then match it against the invoice you created to make sure nothing was added or removed.

54% report this

Exporting WeQuote data for reporting

To see which quotes turned into sales or how long quotes sit before approval, you have to manually export WeQuote data and build your own spreadsheet analysis.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in WeQuote

Browse popular WeQuote automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.