Submittal and O&M 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.
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
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.
How to Use Keyboard Shortcuts!Learn how to navigate around the app quickly with specific hot keys
Find & Add DatasheetsAfter importing your BOM, you can begin to find or add datasheets within our database of 1600+ manufacturers and 1.5 million datasheets.
Mark Up a DatasheetLearn how to utilize the annotation tools (e.g. box out, rubber stamp, free text) to create markups. Include notes at the header to be highlighted upon the datasheet as well…
Custom Rubber StampAnnotate your datasheet with a rubber stamp. Although there's a library of universal versions, you can also customize your own.
Hide or Adjust PagesLearn how to hide or exclude pages within a datasheet that aren't needed.
Add/Reuse DocumentsSave time by reusing documents and/or the annotations from the products within your list.
Auto-Select Previous DocumentsLearn how to take advantage of the auto-select feature if you are ever needing a datasheet (and even the annotations) from a prior project for an identical product.
Notes Summary PageToggle on the Notes Summary when you're compiling your package or you can also upload your own PDF attachment to indicate additional notes.
Add Multiple Documents to a ProductLearn how to easily add multiple documents under the same line item—whether by duplicating the product or using the 'Other Documents' bucket.