| 1. Create a Project |
From your Dashboard, click Create Project.
Enter a Project Name (required).
Optionally assign a Quote Owner and a Due Date within Opportunities — these appear on your bidboard calendar and dashboard.
Scroll down to attach files or add internal notes as needed.
| 2. Create Bills of Material |
Click Create Bill of Material. Select a Customer Name from the dropdown (BOM name is not required).
Add a second BOM if quoting for multiple customers by clicking Add BOM.
Choose whether to link the BOMs or keep them independent:
A. Linked BOMs
Work done in the primary BOM carries over to linked BOMs automatically — saving time when pricing is the same across customers.
B. Unlinked BOMs
Each BOM is treated independently, allowing you to upload different product lists per customer.
Tip: Only the customer branding will differ on the final quote PDFs for linked BOMs — all pricing will be identical. |
Click Confirm once your BOMs are set up, then click into a BOM name to open it.
| 3. Navigate to Pricing & Lead Time |
Inside the BOM, click the Pricing & Lead Time tab.
This is where all product costs and quote details are managed.
Note: You can enter lines manually here if you only have one or two items. For larger lists, use Import Products. |
| 4. Import Products (OCR) |
Click Import Products then List of Products to upload your quote document.
Click Confirm, then click Select to highlight the product data you want to parse.
| 5. Review Document Selection Before Import |
After the Selection is created, click into Column Mapping to see each field highlighted in orange have been auto-mapped by the system.
To reassign any column, click the downward arrow on that column header and select the correct field.
To see exactly what will be imported, click into Product View to rename your Section, apply Lots, or edit lines.
Click Confirm — your first product list is now built out.
| 5. Customise Your Pricing & Lead Time Column View |
Click the three dots in the quoting dashboard and select Manage Columns.
Deselect any fields you don’t use and reorder columns by dragging them.
Click Confirm — your preferred column order is applied immediately.
| 6. Build Out Sections & Pricing |
Double-click the default section name to rename it.
Select all lines using the pencil icon for Bulk Edit, then apply margin and lead time across them at once.
Click Save — overall costs and sell prices per section update automatically.
To add another section, click Create Section, then use Import Products again to upload a new list and assign it to that section.
Tip: To rearrange lines, select them and drag-and-drop, or use the Change Section button to move multiple lines at once. |
| 7. Add Lots (Optional) |
Use lots when a section needs a single lump-sum price rather than line-by-line pricing.
Click into Lot, then click Add Lot.
Rename the lot, enter the cost, and add any discount or margin.
Select the relevant lines and assign the lot via Bulk Edit.
Line-level costs are removed and replaced with the lot price. Double-click any cell to reassign or remove a lot.
| 8. Add Services, Taxes & Freight (Optional) |
Click Add next to Taxes, enter the magnitude — taxes replicate across the quote automatically.
Click Add next to Freight/Services, enter the value and choose how it is distributed (flat or pro-rated).
Click X when done to close the panel.
| 9. Review by Manufacturer |
Click View by Manufacturer for a final check before generating the quote.
Review each manufacturer’s breakdown: margin, sell price, and any assigned lots.
Confirm all totals look correct before proceeding.
| 10. Generate & Preview the Quote |
Click Create Quote and select your preferred template (e.g. a branch template).
Use the pin icons to surface key fields, or click the three dots to toggle all available fields.
Reference the right side of the screen to preview the document: header, quote ID, price hold, customer details, section subtotals, grand total, and terms.
| 11. PDF & Send |
Click Next then select all BOMs you want to PDF.
Click Create — a notification confirms the quotes have been generated.
Download the PDFs directly from the notification, or find them in the Deliverables tab of each BOM.
Download to Excel or Internal Office Copy if needed
Inside the Quoting Workflow
Tab / Feature | Use it to… |
Pricing & Lead Time tab | Manage all product costs and quote details. |
Import Products | Upload a document and OCR-parse product data. |
Column Mapping & Product Preview | Fields the system has auto-mapped to your BOM. |
Manage Columns | Customise and reorder visible columns in the P&L tab. |
Sections | Group products by phase, floor, or scope. |
Lots | Apply a lump-sum price to a group of lines. |
View by Manufacturer | Final review of margin and sell by manufacturer. |
Deliverables tab | Access and download generated quote PDFs. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.