Yes, Borg Desk Workplace offers multiple quotation formats to suit different business needs.
You can select the format based on your industry—Service, Sales/Product, or Project.

1️⃣ Service Quotation - Designed for service-based companies. 
Includes:
✅Service description
✅Scope of work
✅Terms & conditions
✅Tax details

2️⃣ Sales / Product Quotation - Borg Desk provides 3 different formats for product-based quotations:

Format 1 – General Format (With Product Description) 
✅Suitable when product details or specifications need to be shown
✅Shows item name, quantity, rate, amount & product description field

Format 2 – General Format (Without Product Description)
✅Clean, compact format
✅Ideal for fast-moving sales teams
✅No description section—just item list with pricing

Format 3 – Global Format (With Separate GST Details)
✅Preferred by companies dealing with interstate clients
✅GST breakup shown separately
✅Shows subtotal, tax calculation & final payable value clearly

How to Set Thses format to apply for the same ?
Step #1 :  Login to Borg Desk Woekplace with valid Login Credentials
Step #2 :  Navigate Borg Desk App & go to Sales CRM
Step #3 :  Click on Tool Icon just besides App Icons 
Step #4 :  Search for Module Alert Settings  
Step # 5 : Find Sales / Product Quotation Format as per requirement mentioned above.

3️⃣ Project Quotation - Suitable for:
✅Turnkey projects
✅AMC / installation projects
✅Multi-stage scope of work
✅BOQ-based itemised costing

Admin

November 27, 2025

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