Quoting Features
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.
Link BOMs for QuotingLearn how to create and seamlessly send quotes to multiple contractors. The steps below will showcase how to create multiple BOMs and the ability to link them to avoid any…
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.
How to Add LinesQuickly add lines by pressing the "Enter" key, right-clicking to select "Add Product Below," or simply copying and pasting directly into the BOM.
Sort/Rearrange a Product ListLearn how to reorder your product list whether by line item or alphabetically by type or manufacturer
Product ScopeLearn how to add product scope per BOM to better capture data for reporting
How to Create Kit and ComponentsLearn how to create Kits and components in your BOM and how to display it in your quote or submittal package.
Create Sections in BOMsLearn how to create sections in your Bill of Materials to break out your products
How to Use Keyboard Shortcuts!Learn how to navigate around the app quickly with specific hot keys
Apply Rounding to Sell PricesLearn how to apply rounding to your sell price when quoting in Parspec
Bulk Edit Pricing and Lead TimeLearn how to quickly bulk edit in the Pricing and Lead Time tab and save tons of time!
Create & Apply Lot PricingLearn how to enter lot pricing and assign those lots to line items when creating your quote
Input Pricing for CommoditiesQuoters for commodity products can now enter the true unit cost, ensuring that the proper extended sell price is accurately reflected in your quotes.
Pull in Historical Pricing and Lead TimesLearn how to take advantage of the pricing and lead time history
Use the Options Table for Alternate Products and PricingLearn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.
Manufacturer ViewReview your BOM by Manufacturer to see specific cost, margins, revenue and sell prices within your project.This breakdown can help ensure accurate pricing before sharing the quote with your customer.
Freight Spreading in QuotesThis enhanced modal gives you greater flexibility in calculating and distributing freight costs across line items, all while maintaining pricing accuracy and ensuring your quote looks clean and professional!
Quote Warnings ModuleUnderstanding and Managing Warnings in Your Quote