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Quoting Workflow

This guide will walk you through the full quoting workflow from creating a project and bill of materials to generating a final PDF quote.

Tom Murphy avatar
Written by Tom Murphy
Updated over 2 weeks ago

Read the Step by Step:


Step 1: Create a Project

  1. Access your dashboard

    • Navigate to your dashboard screen in Parspec.

  2. Click “Create Project”

    • The only required field is the Project Name.

    • Optional: Assign a Quote Owner from your team and input a Due Date.

      • 💡Tip: These details sync with the bid board calendar and appear on your dashboard for quick tracking.

  3. Add internal notes or files

    • Scroll down in the project screen to attach files or add notes for internal reference.


Step 2: Create a Bill of Materials (BOM)

  1. Click “Create Bill of Material”

    • Select the Customer Name from the dropdown.

    • The Bill of Material Name is optional.

  2. Add multiple BOMs if needed

    • 💡Tip: One BOM per customer

  3. 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

  4. Confirm BOM creation

    • Click Confirm once all information is entered.


Step 3: Enter Product Information

  1. Open your BOM and go to the Specification tab

  2. Switch to Pricing & Lead Time tab

    • This is where all cost and product information is displayed.

  3. 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.

  4. Adjust columns as needed

    • Reassign any columns that weren’t automatically mapped.

    • Customize column visibility and order via Manage Columns.


Step 4: Edit Line Items

  1. Rename sections and lines

    • Double-click to edit names for clarity.

  2. Apply bulk edits

    • Select multiple lines to add margin and lead time.

    • Tip: Bulk edits save time when applying consistent pricing adjustments.

  3. Add additional sections

    • Use “Create Section” to organize different product groups or quote categories.

  4. Move lines between sections

    • Drag-and-drop or use Change Section for multiple items.

  5. Remove blank lines

    • Blank lines appear on the final quote and should be deleted to maintain professionalism.


Step 5: Apply Lot Pricing (if applicable)

  1. Enter lot information

    • Click Add Lot, rename it, input cost, margin, and any discount.

  2. Assign lot to line items

    • Select lines and use bulk edit to apply lot pricing.

  3. Edit or remove lots

    • Double-click the lot field to make changes.


Step 6: Add Additional Costs (if applicable)

  1. Freight, services, or taxes

    • Click Add, enter amounts, and specify distribution across the quote.

  2. Preview updates

    • The quote total will update automatically as costs are added.


Step 7: Review by Manufacturer (if applicable)

  1. 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

  1. Preview quote

    • Toggle header, cover page, and attachments as needed.

    • Review sections, totals, and terms & conditions.

  2. 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.

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