Frequently Asked Questions
Review tips and best practices based on frequently asked questions
By Ni and 1 other2 authors18 articles
How to Create Sections in the BOMLearn how to create, rename, and organize sections in your BOM — and move or reorder products between them to match your project structure.
Bill of Materials Set Up
FAQs on setting up your BOM
How to Create Kit and ComponentsLearn how to create Kits and components in your BOM and how to display it in your quote or submittal package.
How to Sort/Rearrange a Product ListLearn how to reorder your product list whether by line item or alphabetically by type or manufacturer
How to Use Keyboard Shortcuts!Learn how to navigate around the app quickly with specific hot keys
Create a Project or Quick BOMLearn how to start your packages by setting up a project and Bill of Materials.
How to Quickly Add Lines to Your BOMLearn three quick ways to add line items to your BOM — keyboard entry, right-click, and copy-paste from Excel.
How to Link Abbreviations to ManufacturersLearn how to link manufacturer names and abbreviations to Parspec IDs — improving datasheet accuracy and enabling automatic name replacement in submittals.
Settings Set up
FAQs on setting up your profile settings
How to Assign Product ScopeLearn how to add product scope per BOM to better capture data for reporting
How to Create an API KeyLearn how to request API access and generate an API key from your Parspec account settings.
How to Create Branch Locations and Invite UsersLearn how to set up branch locations, customize branding and templates, and invite or manage users in your Parspec account.
How to Apply Rounding to Sell PricesLearn how to apply rounding to sell prices at the BOM level or set it as a default for your entire branch location.
How to Import Inventory PricingLearn how to import inventory pricing into Parspec — using the recommended template or your own export — so in-stock product data is ready to pull into quotes.
How to Pull in Historical PricingLearn how to pull historical pricing into your BOM, use the Pricing & Lead Time Dashboard to search past quotes, and import pricing history in bulk.
How to Update Quote StatusWrap up your quoting SOP by marking each status as "Won", "Lost", or "Abandoned." Keeping this data up-to-date will boost your team's reporting accuracy!
How to Include PDFs in Your QuoteLearn how to append one or more PDF attachments to your quote — delivering supporting documents alongside your pricing in one clean package.
How to Create Custom StampsLearn how to create custom stamps in Parspec — design your own reusable tags with custom text, font, and colors, then place and resize them directly on datasheets.
How to Enter Submittal NotesToggle on the Notes Summary when you're compiling your package or you can also upload your own PDF attachment to indicate additional notes.
How to Use Contents Formatting in SubmittalsLearn how Contents Formatting works in Submittals and O&M packages — and when to use Order by Product vs. Order by Document.