How to Customize Bid Preview using the Design Tool on MeasureSquare CRM

This article will guide you on how to customize the bid view on MeasureSquare CRM. Customizing the bid view allows you to control how the proposal appears to clients, including formatting, styles, and visibility of bid details.

Steps to Customize Bid View:

Step 1: Go to Bids Tab to Open an Existing Bid

Navigate to the CRM section in the top menu bar, then select the Bids tab from the left sidebar. Locate and click on the bid you wish to customize.

Step 2: Switch to "Bid Preview" to Edit Details

Once the bid is open, click on the Bid Preview tab at the top of the screen. This will allow you to preview and edit the layout of the bid proposal.

Step 3: Click "Design" to Customize Bid View

In the Bid Preview page, click the Design button at the top-right corner. This will open the editor where you can customize the proposal layout.

Step 4: Use the Editor and Settings Panel to Format View

You can now:

Edit Text and Format: Use the toolbar to modify fonts, sizes, alignments, and insert elements.
Adjust Style and View Settings: Use the right-hand panel to change table appearance, toggle visibility options (e.g., show group table, folder subtotals), and apply custom styling.

Step 5: You may toggle your table settings to allow you data to be displayed in a way that matches your clients requests or best business practices. For example, show add-ons but display price for Main product

Once done, click Save Design to apply your customizations.

For additional help, contact MeasureSquare Support at +1-626-683-9188 or email support@measuresquare.com.