On the project screen, select Manage BOM

Enter in BOM information and customer as needed. Note: the first BOM would be considered the primary. Any other BOM created can be linked to the primary or unlinked. Linking it to the primary means it will be the exact same BOM besides customer information.

After the BOMs are created, go into the primary BOM and import your list of products

Once quoting information is completed in the Pricing and Lead Time tab, select Create Quote

Customize the quotes within each BOM tab and select Next when ready to generate Note: the primary BOM fields toggled on or off will not automatically carry over to the linked BOMs

Select the BOMs you would like to create quotes for and click Create

You can then view and share the quotes within the Final Documents tab