How To Edit / Update existing Project Quotation/ Proposal for a project in Borg desk Workplace?
Module Path
Borg Desk App Icon on right top → Sales CRM → Manage Quotations → Manage Project Quote
Step-by-Step Process
1. Login to Borg Desk Workplace by using valid login credential
Go to “Sales CRM” Module/App
Select “Manage Quotations at Side Menu Navigation bar” → then open the “Manage Project Quote” tab
2. Locate the Existing Quotation
You can search by:
Client Name / Company Name
Project Name / Title
Project Location
Site Area
Project Date or Date Range (optional filters available)
3. Click on “Edit Quote” / “Edit Proposal” if want to change/modify Quotation Details other than Line Items-
You’ll see an “Edit” button on the extreme right on the row under Action Column.
Once clicked, the quotation moves into Edit Page.
If want to change / modify Project Line Item -
You’ll see an “Plus(+) Icon” button on the extreme right on the row under Action Column.
Perform Action on to modify Quotation Items like Add / Remove / Update Line Items (Modules, Services, Prices, Qty, Taxes, Discount etc
If Want to Change Modify Company Profile or Terms & Conditions- Click Here to Follow Steps
4. Make the Required Changes & Save the changes
Note : You can also duplicate existing items or rearrange the order of deliverables.
6. Add Revision Note (Optional but Recommended)
Before saving, mention a short note like:
“Updated pricing based on revised project scope discussed on 28 Oct 2025.”
This helps maintain transparency & version tracking.
7. Save the Changes
Click “Save Changes” → System will ask confirmation:
8. Re-Send Updated Proposal
After saving, click:
“View PDF” to check formatting
Then select “Send to Client” (Email / WhatsApp)
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