Walk through bids worksheet: base bids, alternate, info, bid preview in MeasureSquare CRM

Walk through bids worksheet: base bids, alternate, info, bid preview in MeasureSquare CRM

In this article, we will cover an overview of each tab in Bid
This article applies to MeasureSquare CRM version 1.38 and above.


Worksheet:

The Worksheet Tab contains all the added Products Information [1] such as, pricing usage markup percentage, and if it is taxed. It also contains an overall summary of the materials labor pricing [2], as well as an complete price total [3] for everything contained in the bid. Lastly, Adjust Total [4] is the tool to be able to adjust grand total for the bid. 





Adjust Total: 

After clicking on the Adjust Total tool, a window popup will ask the enter the desire Grand total. After inputting the Grand Total, click Next to proceed.


The next screen will represent the difference summary in Sales Price and Total Sales. Click Next to proceed or Previous to go back to input Grand Total screen.


This screen will present the choice on how the difference of the grand total will be handled. Click Next to proceed or Previous to go back to difference summary screen.


After selecting your choice, the grand total will present in the bud after adjustment being made. 





Alternates:

The Alternate Tab lets you add alternate products [1] to your bid that will be counted separate to the main bid. Also including it's own Summary [2] and Totals [3] like the main worksheet.
Follow this article for how to create and used Alternates in a Bid: How to Add an Alternate to Your Bid in MeasureSquare CRM


Customer & Document Info:

The Customer & Document Info Tab contains the Bid information [1], like the Bid name, what Project it is attached to, Estimate and Expired dates, as well as the who the Owner of the bid is. You can also include the Jobsite Address [2] and attach any relevant photos or files for the Bid [3].



Bid Preview:

The Bid Preview Tab shows you what the bid will look like when you send it out. Including such things as: your contact information [1], a product summary for the main bid [2], a break down of all alternates for the bid[3].



Any diagrams that are attached to the Project/Bid [4]



Any Inclusions/Exclusions and Term & Conditions [5], an area for signatures [6], and a overall summary of the Sales/Cost Amounts and the Profit Margin [7] for the bid



There is also several functions that can be performed:

      1. Design: Allows you to customize how the information is displayed on the bid.
      2. Email: Allows you to email the bid out, see section below for details.
      3. Download: Allows you to download a PDF version of the Bid
      4. Mark as: Allows you to manually mark the Bid as Sent, Approved, or Declined
This article goes over the customization tools: How to Customize Bid View on MeasureSquare CRM



When you select the email function of a Bid it takes you to a screen where you can enter in the email information [1] of the person(s) you wish to send the Bid to, you can then type up the email as you see fit including a link to view the Bid [2]. Once you have everything entered in you can click send [3], the Bid will then be marked with the Sent status and will up date to Viewed when the recipient opens the Bid link.




For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com