How to Set Project Quotation Masters like Company Profile & Terms & Conditions ?
Step-by-Step Process
✅ Login to Borg Desk Workplace by using valid login credential
✅ Go to Project App From the Borg Desk App icon on right top, click on Project.
✅ Go to Tool Icon on right top for project App Settings
✅ Find "Company Description / Company Profile" or "Terms and Conditions"
Company Description / Company Profile : This needs to be set during setup or onboarding Borg Desk ERP (This is Onetime Activity). You need to make sure the length of content which can fit in the first page of Quotation ( Approx 150 Words)
Terms and Conditions : This is 3rd & Last page of Project Quotation. This is also one time activity & to be set before preparing project Quote
Add/Update the details & Save it.
Once saved, This information will be fetched automatically for every project Quotation now onwards.
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