Customize QuoteLearn how to customize the pricing info you want shown on your quote by toggling on and off different fields within the Pricing & Lead Time section. In addition, Admins…
Include PDFs in your QuoteLearn how to append PDF attachments to your quote to conveniently deliver all necessary documents to your customer.
Email Quotes to CustomersLearn how to connect your Outlook email to Parspec so you can send out your documents directly from Parspec.
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!