When quoting the same job to multiple customers, linked BOMs let you do the work once in your primary BOM and carry it over automatically — saving time and keeping quotes consistent.
| 1. Create a Project |
From your dashboard, click Create Project.
Enter your Project Name in Project Details.
Within the Opportunity, assign a Quote Owner and Due Date.
Adjust the Quoting Status as needed, then click Create Project.
| 2. Add multiple BOMs |
In the Bill of Materials step, click Add BOM for each customer you need to quote.
Click into each BOM and assign a Customer Name.
Tip: Think of each BOM as an individual quote — one per customer. The BOM marked with a star icon is your primary BOM. |
| 3. Link or Unlink your BOMs |
Each additional BOM shows a linkage icon. Choose how you want BOMs to behave:
Select an option for each BOM:
A. Linked — all work done in the primary BOM carries over automatically to linked BOMs.
B. Unlinked — each BOM is independent; changes in one do not affect the others.
Click Confirm to finish setting up your BOMs.
Note: BOMs default to Unlinked. If all quotes should start from the same product list and pricing, link them before doing any work in your primary BOM. |
| 4. Continue Work in your Primary BOM |
Click into your primary BOM to open the Pricing & Lead Time tab.
Click View My Active Work to see all linked BOMs reflected at the top.
Do your product work here — uploads, pricing, and schedule imports will carry over to all linked BOMs automatically.
Tip: Only the customer branding will differ on the final quote PDFs for linked BOMs — all pricing will be identical. |
| 5. Unlink after Work is Complete (If Changes are Needed) |
Click Manage BOM from the Pricing & Lead Time tab.
Toggle the linkage icon to Unlink the BOM.
Note: Unlinking after work has been done will leave the BOM with its current data intact — but future changes to the primary BOM will no longer carry over. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.