Admin 101
Set Up Locations, Invite Users, Upload Customers, Select Company Manufacturers
By Ni and 1 other2 authors7 articles
Account CreationLearn how to set up your Parspec Account.
How to Create Custom Quote TemplatesLearn how to build and apply custom quote templates in Parspec to standardize and speed up your quoting workflow.
How to Create Permission SetsLearn how to create custom permission sets in Parspec to control what users can view, edit, and delete across the app.
How to Link Manufacturer Name, Abbreviation and ERP IDLearn how to add manufacturers from the Parspec catalog, link abbreviations and ERP IDs, and import a manufacturer list to improve product matching accuracy.
How to Upload Customers into Contact ManagementLearn how to bulk import companies and contacts into Parspec Contact Management using the downloadable spreadsheet template.
Vertical SegmentsLearn how vertical segments work in Parspec and how they affect your datasheet search, product finder, and manufacturer dashboard.
How to Customize Submittal and O&M TemplatesLearn how to set default submittal and O&M package templates at the branch level to ensure consistent document formatting across your team.