Pricing

MeasureSquare CRM is designed to support your entire estimating process — and that includes flexible, accurate, and automated pricing. Every organization approaches pricing differently, so the CRM is built to support a variety of workflows.

Most teams fall into one of two primary pricing strategies:

Option 1: Project-Specific Price Requests

Ideal for commercial companies seeking the lowest vendor pricing for each individual project.

Option 2: Predefined Price Lists (Price Books)

Ideal for retail companies that need quick, consistent, and easy budget pricing.

Many organizations use both approaches depending on the project type. Regardless of which method you choose, MeasureSquare CRM can fully support your pricing workflow.

1. Project-Specific Price Requests

MeasureSquare CRM automates the price request process by combining your Project’s Product List with your Vendor List to generate and send vendor-specific pricing emails.

To enable full automation, complete the following setup steps:

1. Build your list of Vendors in MeasureSquare CRM
   (You may import them or add them manually. It’s important to get this Vendor list as perfect/clean as possible with full contact details and account numbers.)

Article: How to create and import Vendors in MeasureSquare CRM

2. Copy/paste your Vendor Names from the CRM Vendor List into your MeasureSquare 8 Vendor List

1. You can do this by EXPORTING your list of vendors from CRM, and then simply copy/paste from the Vendor Name sheet of the excel file into your MeasureSquare 8 Vendor list.
   

           Article: How to Import the Vendor List from CRM to MeasureSquare 8

3. Fill out product details inside each takeoff project
   Be sure to populate the Vendor field for all material products.
   
   
   

4. Import products from the takeoff diagram into your CRM project
   
   

5. Send automated price requests, by Vendor, directly from your CRM Project (the Products section)
   
   

Once these items are set up and you complete the workflow once or twice, the process becomes extremely simple and fast. The CRM handles the email generation, routing, and organization automatically.

Centralized Price Request Management

Since all emails are sent directly from the CRM, every price request and vendor response is automatically stored and tracked inside your project’s Emails section.

This gives your team a centralized, organized view of all pricing communication—no manual sorting or searching required.

Entering Pricing Into the System

Your team will need to choose where pricing will be entered. Our recommended best practice is:

Best Practice: Enter pricing within the product data of your takeoff diagram.

Advantages of pricing at the takeoff level include:

• One consistent source of truth
  
  

• Automation into Quotes, Bids, Purchase Orders, and Work Orders
  
  

• Less manual editing later
  
  

However, you may also choose to enter pricing directly onto a Quote or Bid. Many users prefer this approach, and the CRM supports it fully.

2. Predefined Price Lists / Price Books

If your company works from predetermined pricing (e.g., retail pricing), you’ll want to import your catalog items and pricing into the appropriate location depending on where the products will be used.

Scenario A: Products used in takeoff diagrams

If you are importing products that will be applied directly inside MeasureSquare 8 or MeasureSquare Web:

➡ Import these products into the Product Catalog of your takeoff software (not into the CRM).
How Do I Edit & Import My Excel Database File Into MeasureSquare 8?

Scenario B: Products added only in proposals

If the products will be added only when building Quotes or Bids:

➡ Import these products directly into the CRM under the Price Books section.
How to import Products from a File, M2 Cloud, and QBO in MeasureSquare CRM?

Using Imported Products in Your Workflow

After importing your product information to the appropriate system, you can:

• Build addon assemblies or bundles
  
  

• Insert products into diagrams
  
  

• Add them directly to Quotes or Bids
  
  

• Streamline pricing across all project types
  
  

This ensures your estimators, sales team, and project managers always work with accurate and up-to-date pricing.