Quoting 101
Create a BOM, Multiquote, Upload Products, Customize Quote
By Sorcha and 1 other2 authors8 articles
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.