Sales Quote Generation - How to Generate Manage, Edit, Update, Print and Delete Quotations for the Lead from Sales CRM?
How to Generate a Sales Quotation in BORG Desk ERP?
BORG Desk ERP allows you to create and send professional sales quotations effortlessly. There are 5 Types of different Designs for generating Quotations as per business requirements.
Types of Quotations in Borg Desk ERP-
1) Product Quote
2) Service Quote
3) Custom Quote
4) PI as Quotation
5) Project Quotation
How to Manage, Edit, Update, Print, and Delete Quotations for Leads in Borg Desk Sales CRM?
Borg Desk ERP provides a seamless way to manage Sales Quotations within the Sales CRM Module. Below is a step-by-step guide to Create, Edit, Update, Print, and Delete Quotations for a lead.
Steps to Manage Quotations for Leads in Sales CRM
1️⃣ Create a New Quotation for a Lead
✅ Go to Sales CRM > Leads
✅ Select the Lead for whom you want to create a quotation
✅ Select the type of Quote as required from Drop/Down(Product Quote/ Service Quote/Custom Quote/PI as Quotation/Project Quotation)
✅Following Fields are shown which are Auto-Incremented Quotation No to be shown, Product Category, Contact person, Contact No, Emailed To, Email ID CC & Email Subject however only Quotation No, Email ID & Email Subject are editable & can be updated.
✅Uncheck the corresponding checkbox of Sections that you don't want to keep them the in quotation. Available Section's descriptions are About Product Category, Product/ Services, Product/Service Description & Quotation Terms (Notes). Make Sure, All Above descriptions have already been set which is mentioned in Quotation Master.
✅ Add the required Products/Services from the Product Master ( Description, Quantity, Rate(), GST % & Discount if any would be fetched automatically if updated in the product / Service Masters.
✅ Keep adding more rows as required to add more products/Items.
✅ System will auto-fetch Price, Discount, and Tax (if pre-defined)
✅ Click on "Generate Quotation" to generate Quote.
2️⃣ Edit & Update an Existing Quotation
✅ Go to Sales CRM > Manage Quotations--> Manage All Quotes / Manage Quote as PI / Manage Project Quote
✅ Search and select the Quotation you need to edit
✅ Click on "Edit(Pencil)" in the Action Column
✅ Modify Products, Pricing, Tax, or Discounts as required
✅ Click Update & Save Changes
3️⃣ Print & Download a Quotation
✅ Go to Sales CRM > Manage Quotations--> Manage All Quotes / Manage Quote as PI / Manage Project Quote
✅ Open the required Quotation by Clicking on "Print" Icon.
✅ Click on "Print" or "Download PDF" or "Send Mail"
✅ The system will generate a PDF version of the quotation
✅ You can print it directly or send it via email/WhatsApp
4️⃣ Delete a Quotation
✅ Go to Sales CRM > Manage Quotations--> Manage All Quotes / Manage Quote as PI / Manage Project Quote
✅ Select the Quotation you wish to delete
✅ Click "Delete" in Action Column
✅ Confirm the deletion (Only Admins or Authorized Users can delete)
Key Benefits of Managing Quotations in Borg Desk ERP
✅ Fast & Efficient Quotation Generation
✅ Easy Editing & Updating of Quotations
✅ Automated Pricing, Tax & Discount Handling
✅ Quick Print & Download for Customer Sharing
✅ Secure Deletion for Unwanted Quotations
With Borg Desk ERP, you can manage your sales pipeline smoothly by handling quotations in an organized manner! Let us know if you need further assistance.
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