How Project Quotation & Project BOQ both are linked or managed in Borg Desk Workplace ERP ?
Admin Understand how Borg Desk Workplace ERP connects Project Quotations with Project BOQs for seamless project cost, scope, and execution management. Learn how approved quotations automatically generate linked BOQs for real-time project tracking.…
How Duplicate Project BOQ or Quotation can be created in Borg Desk Workplace ERP ?
Step-by-step guide to edit or update an existing project quotation in the Sales CRM module of Borg Desk Workplace ERP. Learn how to locate, modify, and save project quotes, update line items, and manage proposal details efficiently.…
How To Edit / Update existing Project Quotation/ Proposal for a project in Borg desk Workplace?
Follow this step-by-step guide to edit or update existing project quotations in the Sales CRM module of Borg Desk Workplace ERP. Learn how to modify quote details, update line items, change company profile or terms, and resend revised proposals to clients easily.…
How to set Sales BOQ Prefix & Numbering system in Project Quote
Learn how to configure automatic project quotation numbers and BOQ settings in Borg Desk Workplace ERP. Set custom quotation prefixes, toggle GST and item columns, and control invoice layout to match your company format.…
How to Add / Create New Project in Project App of Borg Desk Workplace ERP?
Learn how to create and manage new projects in Borg Desk Workplace ERP using the Project App. Follow the step-by-step process to add project name, customer, deadline, assignees, and category for efficient project tracking and collaboration.…
How to Set Project Quotation Masters like Company Profile & Terms & Conditions ?
Generate customized ERP project proposals instantly with Borg Desk Workplace. Automate quotes, track revisions, and close deals faster.…
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