How to create Price Requests in MeasureSquare CRM
In this article and video, we will show you the process of creating and sending out Price Requests in MeasureSquare CRM
You are able to send out Price Requests to your vendors right out of the MeasureSquare CRM
Step 1: In a project that has Products loaded into it, which can be pulled directly from attached MeasureSquare diagrams, go to the Products Tab [1]. The information can be sorted via the columns [2] for better organization. Select the boxes of the desired products [3] and select the Price Request button [4].
Step 2: This will create an email based off your templates that you can edit and send of to your desired vendors.
Step 3: In the Emails tab [1] of a project you are able to quickly check the emails and change your pricing accordingly. When you have been approved by the vendor the newly acquired prices can then be accessed for purchase orders on the project they'll even contain a link to view the purchase order they reference [2].
CRM Price requests video
You are able to send out Price Requests to your vendors right out of the MeasureSquare CRM
Step 1: In a project that has Products loaded into it, which can be pulled directly from attached MeasureSquare diagrams, go to the Products Tab [1]. The information can be sorted via the columns [2] for better organization. Select the boxes of the desired products [3] and select the Price Request button [4].
Step 2: This will create an email based off your templates that you can edit and send of to your desired vendors.
Step 3: In the Emails tab [1] of a project you are able to quickly check the emails and change your pricing accordingly. When you have been approved by the vendor the newly acquired prices can then be accessed for purchase orders on the project they'll even contain a link to view the purchase order they reference [2].
CRM Price requests video
For any further questions, please reach out to our Support team
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All Hours: support@measuresquare.com
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