“Mange, Download, Edit / Update and Print Quote as PI by following these steps ➖”

Step 1➖ First Login to BORG ERP and click on the “ Sales CRM ”.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Quote as PI and then Manage Quote as PI ”.

Step 3➖Clicking on Manage Quote as PI opens a page where you will see the List of all the Generated Quotes.

Download the all the Quotes ➖

Step 4➖Click on the "download" button to download all the Quotes data in Excel format.

Print the all the Quotes ➖

Step 5➖Click on the "Print" button to print all the quotes.

Step 6➖To print only one quote, click on the "Print" button from the action menu of the quote you want to print.

View Details of the Quotes ➖

Step 7➖To see the details of a quote, simply click on the View (eye) button. This will open a pop-up where you can view the quote's details.

Edit / Update Details of the Quotes ➖

Step 8➖To Edit or Update the details of the Quote click on edit button from the action menu.

Step 9➖Clicking the Edit button opens a page where you can edit or update the quote's details. Make your changes and click "Save Changes" to update the quote.

Admin

August 28, 2024

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