Create Winning Bids Faster with MeasureSquare CRM

MeasureSquare CRM takes the guesswork out of building professional, accurate bids. From viewing takeoffs to customizing proposals, the entire process is streamlined so your team can work smarter, not harder.

With web-based editing, automated product imports, flexible worksheets, and customizable templates, you can generate polished bids in minutes and send them straight to your customer, all with full tracking built in.

What This Video Covers

Lightweight Plan Viewer

• Quickly inspect rooms, quantities, and product details
• Jump into a web-based editor for quick adjustments

Automated Bid Creation

• Pulls all products directly from your MeasureSquare 8 takeoff
• Supports multiple estimating structures: by phase, trade, room, etc.

Configurable Bid Worksheet

• Customizable columns, formulas, and markup controls
• Folder structure with add-ons, labor, materials & totals
• Adjust margins globally or at line-item level

Powerful Alternates System

• Add unlimited alternates with their own worksheets
• Approve or decline alternates individually

Customer & Document Tools

• Attach diagrams, elevations, photos & files
• Use an exclusions/inclusions library to save time
• Add terms, conditions, and notes effortlessly

Customizable Bid Templates

• Modify details, pricing visibility, add-ons, and layout
• Save as default templates for consistent proposals
• Deliver bids as PDFs or an interactive web version

Customer Tracking & Approvals

• Track when bids are viewed
• Email directly from the CRM with auto-filled info
• Approve bids to convert them into real, reportable revenue

MeasureSquare CRM gives your team everything needed to build accurate, flexible, client-ready bids—all without duplicate work.

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