Create a BOM, Upload Products, Add Datasheets, Compile Package
Submittal WorkflowLearn how to create a Submittal by uploading a list of products, finding and annotating datasheets within Parspec search results.
O&M WorkflowLearn how to generate an O&M Package.
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.
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.
Find and Add DatasheetsAfter importing your BOM, you can begin to find or add datasheets within our database of 1500+ manufacturers and 1.5 million datasheets.
Customize Submittal FormattingUse Contents formatting to order your documents in your Submittal or O&M package and select how you want your kits to be displayed. Learn how the contents behavior feature works…
Compile a Submittal or O&M PackageOnce you're ready to compile your submittal or O&M, you'll be able to customize and finalize your package with templates and displayed fields.