Quoting Module
By Sorcha and 1 other2 authors19 articles
Quoting 101
Create a BOM, Multiquote, Upload Products, Customize Quote
How to Use Opportunities in a ProjectLearn how to use Opportunities to manage multiple scopes, phases, or locations — all within a single project container in Parspec.
Customize QuotesLearn how to customize your quote by toggling on and off fields. Admins can tailor templates to standardize notes across all quotes created.
How to Utilize the Bid BoardLearn how the Bid Board supports deadline management, prioritization of critical tasks, and workload balance through its weekly calendar.
How to Build a Gear QuoteLearn how to import and build your gear quote on Parspec.
How to Create a QuoteEasily build a project, create linked Bills of Material, import product costs, set margins and lead times, then generate your PDF quote to send!
How to Create a Project or BOMParspec gives you two ways to get started — jump straight into a BOM for quick product entry, or build a full project structure for larger, multi-scope jobs.
How to Upload a Product ListLearn how to upload your list whether it's a PDF or excel sheet format.
How to Set Up Linked BOMs for Multiple Customer QuotesLearn how to create multiple linked Bills of Materials in one project so you can quote several customers from the same product list — without duplicating your work.
Quoting 201
Create Lots, Calculate an Alternate, Utilize Pricing 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.
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 Include Alternate Products and Prices in OptionsLearn how to add alternate products and add/deduct pricing as Options in your BOM and control how they appear on your final quote.
Quoting 301
Bulk Edit Quote, Apply Rounding, and Quote Commodities
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 Bulk Edit Pricing and Lead TimeLearn how to use Bulk Edit in the Pricing & Lead Time tab to update multiple line items at once — including margins, lead times, lots, and more.
How to Turn On Warnings When Creating Your QuoteLearn how the quote warnings system works, what triggers a warning, how warnings appear in your BOM and at quote creation, and how to customize warning settings for your branch…
How to Enter Pricing for CommoditiesLearn how to use the Per column to accurately price commodities like wire, cable, and conduit by unit of measure — and display the UOM correctly on your quote.
How to Use the Per Column for Unit of Measure PricingLearn how to enable and use the Per column in Pricing & Lead Time to capture costs accurately by unit of measure — and display them correctly on your quote.
How to Distribute FreightLearn how to add multiple named freight charges, apply them to specific entities (lump sum, manufacturer, lot, or line item), and control how freight appears on your customer quote.
How to Auto-Populate In-Stock ProductsLearn how to turn on Autocomplete in your profile preferences to get instant in-stock model number suggestions as you build your BOM.
How to Create and Apply LotsLearn how to create lots and assign them to line items in your BOM — including a faster copy-paste method for applying the same lot across multiple lines.