Quoting FAQs
By Sorcha and 1 other2 authors5 articles
How to Set Rounding BehaviorLearn how to apply rounding to your sell price when quoting in Parspec
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.
Pull in Historical Pricing and Lead TimesLearn how to take advantage of the pricing and lead time history
Importing Inventory PricingLearn more about importing your inventory pricing and how you can pull this into your quotes.
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!