Create/Manage Bids in M2 CRM (beta)

One-stop solution to streamline takeoff, estimating to winning commercial bids

MeasureSquare CRM Bid is a one-stop cloud-based bid management solution

– to create and manage your commercial bids with vendors, price catalogs and price requests

– to track project bid sales status pipelines

– to manage change orders and revisions

– to collaborate among sales reps, estimators and project managers.

MeasureSquare CRM/Bid integrates with MeasureSquare takeoff estimates and eliminates double entries and time-consuming manual tasks with spreadsheets and word documents.

Contact: crm@measuresquare.com

Platform: Any web browser on desktop and mobile devices.
Intended Users: MeasureSquare Commercial estimators, PMs and Sales Reps

Key Advantages Tutorials

Key advantages of M2 CRM/Bid to a winning bid

Pull directly from MeasureSquare takeoff estimate data (no more Excels & manual copy/paste)

One-click to bring in MeasureSquare takeoff data
Direct web access to floor plans, 3D views on floors, walls, elevations
Sync with project updates

Manage vendors & price books, track price request status, special price expiration in real time

Set up your vendors and their product catalogs
Sync with MeasureSquare product catalog
Track price requests, special price expirations, and communications

Create bid proposals professionally with alternations, detailed floor plan drawings, installation annotations in ONE PLACE

No copy/paste everywhere, no more Excels
Pull product, labor and operation costs together with defined formula
Pull inclusions and exclusions with predefined templates
Fine tune profit margin with fast and easy scenario analysis to outbid competitions

multi-family-flooring-bid-package-650x350

Track change orders and revisions with clear differences against original bids effortlessly

Create & track change orders against original bid with a clear comparison format structure to present a client for approval
Track revision approval status and confirmations
Track, update and alert related orders linked to a change revision

Bid smart by tracking your win-rate and proft margin with GC/clients in the history.

Select projects with higher bid win-rates.
Look after the bottom line with protected margins

Sync directly to popular financial accounting software (QuickBooks Online, Xero, etc.)

No more time-consuming double entry, one-click to sync your bids and estimates directly into QuickBooks Online/Xero
Manage your financial profitability and operations with the popular accounting systems

Video Tutorials, Demos and Sample Projects

3 step workflow

If you are already a MeasureSquare Commercial estimating user, it is pretty to get on creating a professional bid from your MeasureSquare login from this bid site.

If you are not yet, you will be able to create commercial flooring bids with this site as well. Simply, sign up and create a MeasureSquare ID and start to create a bid from scratch.

Here are a few simply steps to create and send a bid:
(1) Create a new project, add customer/contact and other info

(2) Add project documents

(3) Link MeasureSquare project from MeasureSquare Cloud (if you are already a MeasureSquare user)

(4) Open the takeoff project in CRM

(5) Create a Worksheet, review and edit cost items, add Inclusions and Exclusions, project notes, fine tune profit margin at different levels, etc.

(6) Save as a New Bid to finalize bid format and send it the client.

Quick Demo Tutorials (more videos to come)