Quoting FAQs
By Sorcha and 1 other2 authors5 articles
How to Apply Rounding to Sell PricesLearn how to apply rounding to sell prices at the BOM level or set it as a default for your entire branch location.
How to Import Inventory PricingLearn how to import inventory pricing into Parspec — using the recommended template or your own export — so in-stock product data is ready to pull into quotes.
How to Pull in Historical PricingLearn how to pull historical pricing into your BOM, use the Pricing & Lead Time Dashboard to search past quotes, and import pricing history in bulk.
How to Update Quote StatusWrap up your quoting SOP by marking each status as "Won", "Lost", or "Abandoned." Keeping this data up-to-date will boost your team's reporting accuracy!
How to Include PDFs in Your QuoteLearn how to append one or more PDF attachments to your quote — delivering supporting documents alongside your pricing in one clean package.