Frequently Asked Questions
Review tips and best practices based on frequently asked questions
New Release: Multi-ScopeSay hello to Opportunities within your Projects! You can now assign due dates, stages, estimate values, and owners at the opportunity level, so there’s no more need to duplicate projects.
How to Create API KeyAsk your Parspec contact about connecting APIs through our platform. Once API access is granted, follow the steps below to create your API key.
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.
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 Sections in BOMsLearn how to create sections in your Bill of Materials to break out your products
Create a Project or Quick BOMLearn how to start your packages by setting up a project and Bill of Materials.
How to Set Rounding BehaviorLearn how to apply rounding to your sell price when quoting in Parspec
How to Add LinesQuickly add lines by pressing the "Enter" key, right-clicking to select "Add Product Below," or simply copying and pasting directly into the BOM.
Pull in Historical Pricing and Lead TimesLearn how to take advantage of the pricing and lead time history
Importing Inventory PricingLearn more about importing your inventory pricing and how you can pull this into your quotes.
Job Management PushLearn how to push your won bid into Job Management
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!
Custom Rubber StampAnnotate your datasheet with a rubber stamp. Although there's a library of universal versions, you can also customize your own.
Notes Summary PageToggle 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 Content FormattingContent formatting lets you control the order and display of documents in your package. Learn how the contents behavior works below.