Quoting
Everything you need to create and manage quotes in Parspec. Whether you're getting started with your first Project and Bill of Material (BOM), importing product lists, setting pricing and lead times, customizing quote templates, or generating PDF quotes, you'll find step-by-step guidance for every stage of the quoting workflow.
By Ni and 2 others3 authors21 articles
- How to Create a Quote From Start to FinishFrom creating a project and Bill of Material to importing product costs, organizing sections, applying margins, lead times, freight, taxes, and lot pricing, and generating a professional PDF quote ready…
- How to Create a Project or (Quick) BOMParspec gives you two ways to get started — jump straight into a BOM for quick product entry, or build a full project structure for larger, multi-scope jobs.
- How to Use Opportunities in a ProjectLearn how to use Opportunities to manage multiple scopes, phases, or locations — all within a single project container in Parspec.
- How to Set Up Linked BOMs for Multiple Customer QuotesLearn how to create multiple linked Bills of Materials in one project so you can quote several customers from the same product list — without duplicating your work.
- How to Upload/Import a Product List (Quotes)Learn how to upload your list whether it's a PDF or excel sheet format.
- How to Utilize the Bid BoardLearn how the Bid Board supports deadline management, prioritization of critical tasks, and workload balance through its weekly calendar.
- How to Track Emails Sent from ParspecManage all emails sent from Parspec with your Microsoft Outlook connection, making it easier to streamline communication and stay connected with customers.
Pricing & Lead Time (Tab)
Learn how to use the Pricing & Lead Time tab to build and price your quotes. These articles cover product pricing, lead times, freight, historical pricing, bulk updates, commodities, unit-of-measure pricing, lot pricing, gear quotes, alternate products, options, and other tools available within the Pricing & Lead Time workflow.
- How to Pull in Historical Pricing.Learn 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 Enter Pricing for CommoditiesLearn how to use the Per column to accurately price commodities like wire, cable, and conduit by unit of measure — and display the UOM correctly on your quote.
- How to Use the Per Column for Unit of Measure PricingLearn how to enable and use the Per column in Pricing & Lead Time to capture costs accurately by unit of measure — and display them correctly on your quote.
- How to Distribute FreightLearn how to add multiple named freight charges, apply them to specific entities (lump sum, manufacturer, lot, or line item), and control how freight appears on your customer quote.
- How to Build a Gear QuoteLearn how to import and build your gear quote on Parspec.
- How to Auto-Populate In-Stock ProductsLearn how to turn on Autocomplete in your profile preferences to get instant in-stock model number suggestions as you build your BOM.
- 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.
- How to Include Alternate Products and Prices in OptionsLearn how to add alternate products and add/deduct pricing as Options in your BOM and control how they appear on your final quote.
- How to Create and Apply LotsLearn how to create lots and assign them to line items in your BOM — including a faster copy-paste method for applying the same lot across multiple lines.
- How to Bulk Edit Multiple Line Items in a BOM (Pricing, Qty, Margin, Lead Time, etc.)Learn how to use Bulk Edit to update multiple line items at once — including margins, lead times, lots, and more.
- How to Create Kit and Components (Quotes)Learn how to create Kits and components in your BOM and how to display it in your quote (or submittal) package.
Finalize Your Quote: Review, Customize & Send
Prepare your quote for delivery by customizing its appearance, reviewing quote warnings, updating quote statuses, and exporting or sharing the finished document with your customer.
- How to Turn On Warnings When Creating Your QuoteLearn how the quote warnings system works, what triggers a warning, how warnings appear in your BOM and at quote creation, and how to customize warning settings for your branch…
- How to Customize a QuoteLearn how to customize your quote by toggling on and off fields. Admins can tailor templates to standardize notes across all quotes created.
- 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!