How to add 3d diagrams to your bid template in MeasureSquare CRM
This article will guide you through the process of adding 3D diagrams to your bid template in MeasureSquare CRM.
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- Click the Design button located at the top-right corner of the screen to open the bid design editor.
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- Choose Overwrite Current Template to save your changes to the existing bid template.
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Steps to Add 3D Diagrams to Your Bid Template
Step 1: Open the Bid Design Editor
- Navigate to the Bid Preview section of your bid.- Click the Design button located at the top-right corner of the screen to open the bid design editor.
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Step 2: Access the Content Menu
- Place your cursor at the location where you would like to insert your 3d diagrams
- In the bid design editor, click on the Content dropdown menu located in the toolbar at the top of the screen.
- This menu allows you to add various elements to your bid template, such as tables, summaries, and diagrams.Step 3: Select "Estimate Data"
- Hover over Estimate Data in the dropdown menu to reveal additional options.Step 4: Select "Estimate 3d Diagrams"
- From the submenu, select Estimate 3D Diagrams to add 3D diagrams to your bid template.---
Step 5: Save the Template
- After customizing the bid design, click on the Save Template dropdown in the toolbar.- Choose Overwrite Current Template to save your changes to the existing bid template.
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