How to Use Templates in MeasureSquare Bid
In this article, we will cover how to create, edit, load a Template in the Bids Tab
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 follow along
1. Open up the project you want to work on and navigate to the Bids tab in the top bar
2. Customize your bid to how you want to present it
3. In the toolbar, click on Save Template
4. You will automatically start on the “Default template.” To overwrite and replace this template press Overwrite current template. To create a new template, click Save as new template
5. If you chose to save as a new template, enter a template name and click Save
6. To load an existing template, click on the Template dropdown and click on the template you want to upload.
7. To edit the name of an existing template or to delete a template, click on Manage Template
8. To edit or delete a template, use the buttons next to template name.
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