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.
How to Build a Gear QuoteLearn how to import and build your gear quote on Parspec.