How to Customize Bid Templates in MeasureSquare CRM
This article will show you how to customize bid templates in MeasureSquare CRM
Bid templates allow you to streamline the bidding process in MeasureSquare CRM. They save you time and keep your bids looking professional and consistent.
Step 1. Click the Bids Tab
Step 2. Open the bid you want to customize
Step 3. Click Bid Preview
Bid templates allow you to streamline the bidding process in MeasureSquare CRM. They save you time and keep your bids looking professional and consistent.
Step 1. Click the Bids Tab
Step 2. Open the bid you want to customize
Step 3. Click Bid Preview
Step 4. Click Design
Step 5. Toggle on/off parts you would like to display/hide from your Material Table Settings, Worksheet Material Details, Summary Details and Alternate Summary Details.
Step 5. Toggle on/off parts you would like to display/hide from your Material Table Settings, Worksheet Material Details, Summary Details and Alternate Summary Details.
Step 6. Clicking Manage Template will allow you to view and select existing templates, as well as set one as default.
Step 7. Click Select once you've made your selections
Step 8. Click Save Design to save
You can also Save as new or Overwrite the current template
Step 1. Click Save Template
Step 2. Select either Save as new template or Overwrite as current template
Step 3. Click Save Design
Step 1. Click Save Template
Step 2. Select either Save as new template or Overwrite as current template
Step 3. Click Save Design
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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