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Corporate Company

boq

Bill of Quantity (BOQ)

Bill of quantities (BOQ) is a directory in which materials, parts, and labor and their costs are itemized. BOQ is considered as one of the most complicated, time consuming & difficult task. Solar eCRM helps you to carry out such task in limited time. It eliminates the dependency on excel sheets for BOQ. Hence, along with the quote you can also send customized BOQ to the customer in minutes.

BOQ configuration

To configure the Quote Contract PDF template for BOQ listing follow the below steps:

  1. To edit custom templates - Click Settings > Template
  2. Choose Quote Contract PDF Template
  3. Edit the template by clicking on Preview button from the respective row of template.

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Quote Contract PDF Customization

Click on Options > Edit Details to edit the content.

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Method 1

  1. Click Customize Quote_Contract_Pdf Template > Load Default Template
  2. This will automatically insert the BOQ listing variable in the template
  3. Click on Submit button to save the changes

Note: This method will undo all the customization done previously.

Method 2

  1. Place the cursor on the template between Terms and Conditions and Additional Fees, Charges and notes layouts
  2. Now, select Quote under Step 1 and select Bill of Quantity under Step 2
  3. Once you see the variable placed the customization is done, click on Submit button to save the changes.

BOQ in Quote Contract PDF

To add BOQ directory in the Quote contract PDF follow the below steps:

  1. Click on Load Default BOQ to insert the standard set of BOQ
  2. To add more items in the BOQ click on Add New BOQ button
  3. Add the details as required. (Refer to the table below)
  4. Click on Submit button


Field Name Required Description
Description Illustration about the item
Make Brand/Structure of the item
Quantity Quantity of the item
Unit of Measurement Measurement of physical quantity of the item

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed if ignored.

Once you click on Send Quote and Exit in Quote Confirm page, the BOQ table will be seen placed in the Quote Contract PDF template between Terms and Conditions and Additional Fees, Charges and notes layouts

To Edit

  1. Click Quote confirm page>BOQ Details>Edit
  2. Modify the required details
  3. Click on Submit button

To Delete

  1. Click Quote confirm page>BOQ Details>Delete
boq.txt · Last modified: 2019/02/28 13:20 (external edit)