How to Create and Edit Bids in MeasureSquare CRM

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




Step 11: Add Alternates and modify Customer & Document Info 
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

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