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How to Customize a Quote

Learn how to customize your quote by toggling on and off fields. Admins can tailor templates to standardize notes across all quotes created.

Written by Rachel Langehough

Step 1: Create Quote

  1. Click Create Quote in the Pricing & Lead Time tab.

Step 2: Select a Quote Template

  1. Choose the appropriate template from the dropdown.

    1. You'll see your new template in the dropdown (e.g. "branch name Template")

  2. If applicable, pinned fields will appear at the top for quick access.

    1. Click the pin icons to focus only on editable fields.

Note: Your organization/branch may have multiple quote templates available. If you're unsure which template to use, contact your administrator.


Step 3: Review the Cover Page

The Cover Page tab controls the appearance and information displayed on the first page of your quote.
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From this section, you can customize:

  • Cover Page Layout – Select from the available layouts or upload a custom cover page.

  • Logos – Upload a custom logo or choose your organization's Primary, Secondary, or Project logo.

  • General Information – Control which project details appear on the cover page, including the date, titles, project number, quote number, project address, and other project information. Many fields can also be pre-filled using values such as the Project Name, BOM Name, or custom text.

  • Stakeholder Information – Add or remove stakeholder entries and customize the business type and company information displayed on the cover page.

  • Notes – Edit or add custom notes that will appear on the cover page.

  • Prepared By Information – Display your company's contact information, including company name, contact name, email, phone number, address, and logo. You can also choose which logo to display.

  • Addressed To Information – Select how customer information is pre-filled (such as the Primary Customer) or manually edit the recipient's company, contact information, address, and logo.
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Most sections include a toggle that allows you to quickly show or hide that information from the final PDF.
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​Example of toggles:

After making any changes, select Refresh to preview the updated cover page before moving on to the next section.



Step 4: Customize the Header and Footer

The Header & Footer tab controls the information displayed at the top and bottom of every page in your quote.
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From this section, you can customize:

  • Header Logo – Upload a custom logo or choose your organization's Primary, Secondary, or Project logo.

  • Header Fields – Show or hide information such as the:

    • Job Name

    • Customer (Addressed To)

    • Project Location

    • Contact Information

    • Quote Number

    • Bid Date

    • Expiration Date

  • Pre-Fill Values – Many fields can automatically populate using project information, such as the Project Name, BOM Name, Primary Customer, or Unique Quote ID. You can also enter custom values where applicable.

  • Date Formatting – Set the bid and expiration dates and choose how they are emphasized in the header.

  • Footer Content – Configure the left and right footer text, such as the preparer's information or company contact details.

  • Footer Options – Choose whether to display the date, page numbers, and a hyperlink back to the beginning of the quote.

Again, use the toggle switches to quickly show or hide individual fields from the final PDF. After making any changes, reminder to select Refresh to preview the updated header and footer before continuing to the next section.


Step 5: Customize the Opening Section

The Opening tab controls the introductory information that appears at the beginning of your quote.
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From this section, you can customize:

  • Stakeholder Information – Add or remove stakeholders and specify their business type and company name to identify key project participants.

  • Prepared By Information – Edit the company, contact name, email, phone number, address, and logo that appear as the quote preparer. You can also choose to display your Primary, Secondary, or Project logo.

  • Addressed To Information – Select how the recipient information is populated, such as the Primary Customer, or manually edit the customer's company, contact information, address, and logo.

  • Opening Notes – Add a personalized message or additional information for your customer. You can also customize the formatting of the notes, including the text style and font color.

Again, use the toggle switches to quickly show or hide individual fields from the final PDF. After making any changes, reminder to select Refresh to preview the updated header and footer before continuing to the next section.


Step 6: Configure Pricing & Lead Time

The Pricing & Lead Time tab controls which product details, pricing information, financial summaries, and options are displayed in the final quote.
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From this section, you can customize:

  • Product Section Details – Show or hide individual product fields, including:

    • Quantity

    • Type

    • Manufacturer

    • Model Number

    • Description

    • Quote Notes (External)

    • Lead Time

    • Unit Price

    • Extended Price

    • Section Subtotals

    • Datasheet Hyperlinks

    • Kit Breakdown

    • Selling Unit of Measure (UOM)

  • Lot & Financial Breakdown – Choose whether to display lot, service, and tax breakdowns in the quote.

  • Freight Options – Select how freight should appear in the quote:

    • Freight Breakdown

    • Spread Freight Across Products

    • No Freight Breakdown

  • Section Summary – Choose whether to display section summaries, section summaries with taxes, or no section summaries.

  • Summarized Total – Control how the quote totals are presented, including:

    • Products, Services, Taxes, Freight, and Grand Total

    • Grand Total Only

    • No Total

  • Options (Add/Deducts) – Configure how optional products are presented by:

    • Showing or hiding option notes.

    • Editing the option note text and formatting.

    • Selecting which product fields appear within the Options section, including pricing, replacement products, add/deduct amounts, lead times, section subtotals, datasheet hyperlinks, kit breakdowns, and Selling UOM.

Again, use the toggle switches to quickly show or hide individual fields from the final PDF. After making any changes, reminder to select Refresh to preview the updated header and footer before continuing to the next section.


Step 7: Customize the General Terms & Conditions

The General Terms & Conditions tab allows you to configure the closing content that appears at the end of your quote.
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From this section, you can customize:

  • Closing Notes – Add a personalized closing message for your customer and customize the text formatting, including font style and color.

  • Project Notes – Include project-specific notes using the rich text editor. Format the content with headings, bold, italics, underlining, bullet lists, numbered lists, hyperlinks, and text colors.

  • General Terms & Conditions – Add or edit your organization's standard terms and conditions using the built-in rich text editor. Customize the formatting to match your company's preferred style.

Again, use the toggle switches to quickly show or hide individual fields from the final PDF. After making any changes, reminder to select Refresh to preview the updated header and footer before continuing to the next section.


Step 8: Add Attachments

The Attachments tab allows you to include additional PDF documents with your quote package.
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To add attachments:

  1. Drag and drop a PDF into the upload area, or select Click to Browse to upload a file.

  2. Repeat the process to add additional PDFs, if needed.

  3. Arrange the files in the order you want them to appear in the final quote package.

Note: Only PDF files are supported. For larger files, the preview may take additional time to load.

Common attachments include:

  • Gear BOMs

  • Product documentation

  • Supporting drawings

  • Additional customer documents

Review all attachments to ensure they are included and arranged in the desired order before processing your quote. To reorder attachments, click and hold the drag handle to the left of the file, then drag and drop it into the desired position.



Step 9: Apply/Push Changes to Other Linked BOMs (Optional)

If you're creating quotes for multiple BOMs, you can copy your customization changes to the other customer quotes.

  1. Click the three vertical dots on your BOM.

  2. Select an option:

    • A. Push to BOM — applies your current template customization to other BOMs.

    • B. Pull from BOM — pulls customization from another BOM into the current one.

Tip: Use Push to BOM when you want all BOMs to match your original setup. Use Pull to BOM when you want to apply settings to a newly added BOM.

Note: After pushing updates, you can still make customer-specific edits within each individual BOM. Those changes will only affect the selected BOM unless you choose to push/pull updates again.


Step 10: Process Your Quote(s)

Once you've finished customizing your quote:

  1. Select 'Next' to process quote(s).

  2. Choose which BOM(s) you want to generate quotes for.

  3. Select Create.

Each selected BOM will generate its own quote and save it to that BOM's Documents tab.

Step 11: View and Share/Download Your Completed Quote

After processing is complete:

  1. Open the Documents tab then choose the 'Quotes' folder.

2. From here, you can:

  • Review the completed quote and all historical versions of the quote.

  • View quote details such as version number, project name, and quote number.

  • Depending on your organization, you can:

    • Send the quote through Outlook.

    • Copy a shareable link.

    • Download the PDF for manual distribution.

  • Update the quote status, award date, and awarded by fields

View preview of quote:

Select the quote hyperlink to open the PDF preview.

Need help? Visit the Parspec Training Academy or use the in-app support chat.

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