How to Create and Edit Bids in MeasureSquare CRM

In this article, we will show how to create and edit Bids in MeasureSquare CRM.

You can easily create a Bid based on your diagram or takeoff with these steps:

Step 1: Open your selected Project

Step 2: Select a Diagram

Step 3: Under the Orders tab on the right, click on 'Add' beside Bid

Step 4: Select the products you want to add to the Bid.

You may also group these products by Trade with the toggle "Group Products By Trade"

Step 5: Click on OK to proceed

Step 6: Fill in the relevant Bid information

Step 7: Click on OK to proceed

Step 8: Open and edit your Bid Worksheet

Step 9: Select the gear icon to customize your Columns on the Bid worksheet

Step 10: Add a Custom Field and input the necessary column details. Select Close once done

You can also drag and arrange the Fields to your preferred order

Step 11: Add Alternates and modify Customer & Document Info

For an in-depth guide to the Bid Worksheet, Alternates, Customer & Info, and Preview, check the following articles:
Walk through Bids Worksheet: Base Bids, Alternate, Info, Bid Preview
How to Add an Alternate to Your Bid

Alternates section:

Customer & Document Info Section:

Step 12: After modifying your Bid Worksheet, Alternates, and Document Info, you can open a preview of your Bid Document by selecting Bid Preview

In this video, we will cover how to create, manage, customize and submit more bids using the CRM Bid Editor.

For any further questions, please reach out to our Support team

Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3

All Hours: support@measuresquare.com