Read the Step by Step:
Step 1: Create a Project
Access your dashboard
Navigate to your dashboard screen in Parspec.
Click “Create Project”
Upload your project files
Navigate to Project Details and enter relevant information. Each Project requires a unique project name
Navigate to Opportunities and enter relevant information
Optional: Assign a Quote Owner from your team and input a Due Date.
💡Tip: You can enter multiple quotes for multiple different scopes or phases
💡Tip: You can enter multiple quote owners and due dates within multiple opportunities to track each within your bid board
Add any additional Opportunities within your Project.
Scroll down in the Opportunities screen to indicate multiple opportunities and owners (examples might be opportunity by scope, phase)
💡Tip: Now use our intelligent import to add in all your schedules, quotes, and allow Parspec to pull project details such as name or address
Step 2: Create a Bill of Materials (BOM) within each Opportunity
Click “Create Bill of Material”
Select the Customer Name from the dropdown.
The Bill of Material Name is optional.
Add multiple BOMs if needed
💡Tip: One BOM per customer
Link BOMs
Linking allows work done on the primary BOM to carry over to secondary BOMs, saving time.
💡Tip:
🔗 Linked – inherits all line items from the primary BOM
Unlinked – independent, editable version
Confirm BOM creation
Click Confirm once all information is entered.
Step 3: Add Customer and Scope
In the Bill of Materials screen, select a Customer Name from your saved contact management (dropdown).
Enter a Scope
Click Confirm.
💡 Tip: Adding a customer early helps keep your quotes and submittals better organized. Adding the scope helps with tracking and reporting purposes.
Step 4: Enter Product Information
Open your BOM and go to the Specification tab
Switch to Pricing & Lead Time tab
This is where all cost and product information is displayed.
Import products
You can either:
Upload a document using OCR (recommended for multiple lines).
Enter lines manually (for one or two items).
💡Tip: Highlight the fields to import, including Manufacturer, Make & Model, Cost, Type, and Quantity.
Adjust columns as needed
Reassign any columns that weren’t automatically mapped.
Customize column visibility and order via Manage Columns.
Step 5: Edit Line Items
Rename sections and lines
Double-click to edit names for clarity.
Apply bulk edits
Select multiple lines to add margin and lead time.
Tip: Bulk edits save time when applying consistent pricing adjustments.
Add additional sections
Use “Create Section” to organize different product groups or quote categories.
Move lines between sections
Drag-and-drop or use Change Section for multiple items.
Remove blank lines
Blank lines appear on the final quote and should be deleted to maintain professionalism.
Step 6: Apply Lot Pricing (if applicable)
Enter lot information
Click Add Lot, rename it, input cost, margin, and any discount.
Assign lot to line items
Select lines and use bulk edit to apply lot pricing.
Edit or remove lots
Double-click the lot field to make changes.
Step 6: Add Additional Costs (if applicable)
Freight, services, or taxes
Click Add, enter amounts, and specify distribution across the quote.
Preview updates
The quote total will update automatically as costs are added.
Step 7: Review by Manufacturer (if applicable)
Click View by Manufacturer
Check overall margins, cost, sell prices, and lot pricing per manufacturer.
💡Tip: This step helps ensure accuracy before finalizing the quote.
Step 8: Generate the Quote
Preview quote
Toggle header, cover page, and attachments as needed.
Review sections, totals, and terms & conditions.
PDF the quote
Click Close, select BOMs, then click Create.
Quotes can be downloaded or reviewed in the Final Deliverables tab.
💡Tips for a Smooth Workflow
Use linked BOMs for multiple customers with similar products to save time.
Bulk edits prevent manual errors when applying margins or lead times.
Manage columns early to ensure key fields are visible in the quote.
Preview PDFs before sending to check formatting and totals.
Keep internal notes for context on complex quotes.