| 1. Create a Project |
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 details, files or notes within the Poject.
Scroll down in the project screen to attach files or add notes for internal reference.
| 1. Create a Bill of Materials (BOM) within Gear 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.
| 3. Add Customer and Scope |
In the Bill of Materials screen, select a Customer Name from your saved contact management (dropdown).
Enter Gear into the Scope dropdown
Click Confirm.
💡 Tip: Adding a customer early helps keep your quotes and submittals better organized. Adding the gear scope helps with tracking and reporting purposes.
| 4. Create Line Manually |
In your BOM, click Enter Manually
Add a Manufacturer (e.g. Eaton)
Add a Model Number such as “Gear Lot”
💡 Tip: Need to include a miscellaneous item? Just hit Enter to add another line item below.
| 5. Create Gear Lot ( or Lots) |
Click the pencil icon to pull up the lot modal “+” (Add Lot) button
Give your lot a name (e.g. “Gear”)
Enter the total price (and margin/discount if applicable)
Click X to close the pop-up
| 6. Assign Lot to Line Item in BOM |
In the Lot cell of your line, start typing your lot name
Select it when it appears in the drop-down and the section subtotal will now update to show the Lot amount
| 7. Customize Quote & Append Gear BOM |
Click Create Quote in the Pricing & Lead Time tab
Choose the appropriate template
You’ll see your new template in the dropdown (e.g. “branch name Template”)
Pinned fields will appear at the top for quick access
Click the pin icons to focus only on editable fields
Click the three dots to view all fields and toggle sections on/off
In the Attachments section, click Upload
Upload your full Gear BOM PDF. This attachment will be appended after your quote so the customer still receives the detailed gear breakdown - without you having to rebuild it in Parspec.
Push or Pull Templates Across BOMs: Click on the three vertical dots and select Push to BOM to apply the same customization done on the original BOM
💡 Tip: Use Push to BOM when you want all quote customization to be identical.
Use Pull to BOM when you want the quote customization to apply to newly added BOMs.
| 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.