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.