What is the difference in Service Quote, Product Quote & Project Quote in Borg Desk Workplace ERP ?
Admin Learn the key differences between Service Quote, Product Quote, and Project Quote in Borg Desk Workplace ERP. Understand when to use each — from service-based pricing and product sales to complex project BOQs — for accurate quotations and better workflow automation.…
How to Generate Service Quote in Borg Desk Workplace ?
Learn how to generate a professional Service Quote in Borg Desk Workplace ERP. Step-by-step guide covering quote creation, adding services, GST settings, and sending quotes directly to customers.…
How Project Quotation & Project BOQ both are linked or managed in Borg Desk Workplace ERP ?
Understand how Borg Desk Workplace ERP connects Project Quotations with Project BOQs for seamless project cost, scope, and execution management. Learn how approved quotations automatically generate linked BOQs for real-time project tracking.…
How Duplicate Project BOQ or Quotation can be created in Borg Desk Workplace ERP ?
Step-by-step guide to edit or update an existing project quotation in the Sales CRM module of Borg Desk Workplace ERP. Learn how to locate, modify, and save project quotes, update line items, and manage proposal details efficiently.…
How To Edit / Update existing Project Quotation/ Proposal for a project in Borg desk Workplace?
Follow this step-by-step guide to edit or update existing project quotations in the Sales CRM module of Borg Desk Workplace ERP. Learn how to modify quote details, update line items, change company profile or terms, and resend revised proposals to clients easily.…
How to set Sales BOQ Prefix & Numbering system in Project Quote
Learn how to configure automatic project quotation numbers and BOQ settings in Borg Desk Workplace ERP. Set custom quotation prefixes, toggle GST and item columns, and control invoice layout to match your company format.…
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