Quoting 101
Create a BOM, Multiquote, Upload Products, Customize Quote
Quoting WorkflowThis guide will walk you through the full quoting workflow from creating a project and bill of materials to generating a final PDF quote.
Create a Project or BOMLearn how to start your packages by setting up a project and Bill of Materials.
Upload a Product ListLearn how to upload your list whether it's a PDF or excel sheet format.
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.