How to edit the source code of your bid template in MeasureSquare CRM?

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

Notes
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

    • CRM User Manual: Takeoff/Bid Management, Lesson 4: Presentation

      Presentation MeasureSquare CRM gives you extensive control over how your Bids and related documents look and feel. With the right setup, your team can create polished, professional proposals that require minimal effort during day-to-day estimating. ...

    • How to edit the Source Code of your Orders Template in MeasureSquare CRM?

      This article will guide you how to edit the source code inside of your orders template in the MeasureSquare CRM. This article applies to MeasureSquare CRM Steps to Access the Source Code in the Orders Template Step 1: Open the any of the Order ...

    • 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 ...