How to edit the source code of your bid template in MeasureSquare CRM?
This article will guide you how to edit the source code inside of your the bid template in the MeasureSquare CRM.
This article applies to MeasureSquare CRM
Steps to Access the Source Code in the Bid Template
Step 1: Open a bid document inside of the bid module
Another way to access the bid is inside of the created Project. Here's a KB article link on create Bid inside the Project: How to Create and Edit Bids in MeasureSquare CRM
Step 2: Inside of the selected bid, click on Bid Preview and select Design
Step 3: In the Design Bid Screen, click on Tools and select Source Code to have access to the Source Code Window
Step 4: After making edits inside the Source Code Window, make sure to click Save.
If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 ext.3 or email support@measuresquare.com.
Related Articles
How to Import Contacts in MeasureSquare CRM
In this article, we will cover how to import contacts into MeasureSquare CRM via CSV/XLS/XLSX, as well as QBO, Google, and Outlook. This article applies to MeasureSquare CRM. Steps to import contacts via CSV, XLS, and XLSX Step 1. From the homepage, ...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 ...How to Add an Alternate to Your Bid in MeasureSquare CRM
In this article, we will cover on how to create an alternate on a bid in MeasureSquare CRM This article applies to the MeasureSquare CRM Step 1: Open a bid document you’ve already created Step 2: Select the Alternates tab [1] within the bid and ...How to set a product as an add-on and replace a product in the Bid Worksheet in MeasureSquare CRM
This article will guide you through how to set a product as an add-on and replace a product in the Bid Worksheet in MeasureSquare CRM. --- Steps to Set a Product as an Add-On Step 1: Click on the three dots at the end of the product you want to set ...How to Create a New Project in MeasureSquare Bid using an existing Cloud File.
In this article, we will be covering how to create a project from an existing cloud project. To watch a video of this tutorial click here This article applies to MeasureSquare Bid. Download this file here and add it to your MeasureSquare Cloud to ...