How to Generate Project Quote (Quote as PI) from Sales CRM in Borg Desk Workplace ERP?
Module Path
Borg Desk App Icon (top right) → Sales CRM → Quote as PI → Generate Quote as PI
Step-by-Step Process
Step 1 ➖ Login
Login to Borg Desk Workplace ERP using your valid credentials.
From the dashboard, click on the “Sales CRM” App.
Step 2 ➖ Access Product Quote (Quote as PI) Option
Click on the ☰ (Toggle Menu) button on the top-left corner of the Admin Dashboard to expand the side navigation.
Then select “Product Quote (Quote as PI)” → “Generate Product Quote (Quote as PI).”
Step 3 ➖ Open Product Quote (Quote as PI) Page
Clicking “Generate Product Quote (Quote as PI)” opens the page where you can create Product Quote.by updating required information. (This is basically a PI Format which is used to share product quotataion to clients)
Step 4 ➖ Fill Invoice Details
Enter all the required details:
Customer Name : Select the customer from the dropdown list
Invoice Number : Auto-generated by system (editable if allowed)
Order By / Order Number : Add customer order reference
Quote Date & Quote Type : Mention quotation date and type (Standard / Renewal / Custom)
GST Type : Choose whether GST is applicable or not
Email ID : Enter customer’s official email for sending PI
Remarks : Add any internal or customer note
Payment Mode : Select from available modes (Bank, UPI, Cash, etc.)
Product & Service Type : Choose from existing product/service master list
Shipping Address : Fill if applicable
Email Content : Draft email body for sending quote directly from system
Step 5 ➖ Add Products / Services
To include multiple items:
Click “Add More” ➕ to insert a new row
Enter Product / Service Name, Quantity, Rate, Discount, Tax %, etc. ( Discount & Rates can be picked from product master if Price List is applied with customer)
To remove an unwanted item, click the ❌ (Cross) button at the end of that row.
Step 6 ➖ Generate Product Quote
After reviewing all details and verifying pricing:
Click on “Generate Quote” at the bottom of the form.
The system will:
Auto-save the quotation
Assign a Quote Number (e.g., PI-25-00047) - This will be auyomatically as per settings
Generate a formatted PDF of the Proforma Invoice / Product Quote
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