Quoting Module
Quoting 101
Create a BOM, Multiquote, Upload Products, Customize Quote
Quoting WorkflowLearn how to create a Quote within Parspec
Create a Project or Quick BOMLearn how to start your packages by creating a project and BOM. This project will store all of your bill of materials, submittals, quotes or O&M packages.
Multiquote WorkflowLearn how to create and seamlessly send a quote to multiple contractors. The steps below will showcase how to create multiple BOMs and the ability to link them to avoid…
Upload a Product ListWhen creating your BOM, there are multiple ways to upload your list of products. Learn how to upload your list whether it's a PDF or excel sheet format.
Customize QuotesLearn how to customize what you want to be displayed on your quote by toggling on and off different fields within the Pricing & Lead Time section. In addition, Admins…
How to Utilize the Bid BoardLearn how the Bid Board supports deadline management, prioritization of critical tasks, and workload balance through its weekly calendar.
Quoting 201
Create Lots, Calculate an Alternate, Utilize Pricing History
Create & Apply Lot PricingLearn how to enter lot pricing and assign those lots to line items when creating your quote
Pull in Historical Pricing and Lead TimesLearn how to take advantage of the pricing and lead time history
Use the Options Table for Alternate Products and PricingLearn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.
Distribute FreightThis enhanced modal gives you greater flexibility in calculating and distributing freight costs across line items, all while maintaining pricing accuracy and ensuring your quote looks clean and professional!
Quoting 301
Bulk Edit Quote, Apply Rounding, and Quote Commodities
Enter Pricing for CommoditiesQuoters for commodity products can now enter the true unit price, ensuring that the proper extended sell price is accurately reflected in your quotes!
Bulk Edit Pricing and Lead TimeLearn how to bulk edit information under the pricing and lead time tab to save you more time.
Apply Rounding to Sell PricesLearn how to apply rounding to your sell price when quoting in Parspec