Submittals
Everything you need to create and manage submittals in Parspec. Whether you're getting started with your first Project and Bill of Material (BOM), generating submittals, managing datasheets and annotations, organizing sections, or exporting final documents, you'll find step-by-step guidance for every stage of the submittal workflow.
By Sorcha and 2 others3 authors21 articles
- How to Create a Submittal From Start to FinishFrom creating a Project and Bill of Material (BOM) to importing products, selecting and annotating datasheets, organizing sections, customizing your submittal, and generating a professional PDF ready to export or…
- 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 within a ProjectLearn how to use Opportunities to manage multiple scopes, phases, or locations — all within a single project container in Parspec.
- How to Upload an Existing SubmittalIf you have a previously completed submittal PDF, you can import it directly into Parspec — extracting the product list, preserving annotations, and stripping out old headers and footers so…
- How to Upload/Import a Product List (Submittals)Learn how to upload your list whether it's a PDF or excel sheet format.
- How to Create a Gear and Control Submittal PackageLearn how to upload a large gear or control package PDF into Parspec, split it into individual line items per component, assign the correct pages to each, and compile a…
- How to Create a Kit and Components (Submittals)Learn how to create kits by grouping line items, attach documents at the kit and component level, and control whether components are visible or hidden in your submittal package.
- How to Enter Submittal NotesToggle on the Notes Summary when you're compiling your package or you can also upload your own PDF attachment to indicate additional notes.
- Tracking Submittal Status per Line ItemYou can track the review status of each product in your submittal package directly from the Pricing and Lead Time and Submittal & O&M tabs.
- How to 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.
- 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.
Submittal & O&M (Tab): Finding & Adding Datasheets
Learn how to use the Documents tab to find, add, and manage datasheets and supporting documents for your submittals. These articles cover Auto-Select, reusing documents, adding multiple documents, and organizing documentation for complete submittal packages.
- How to Find and Add DatasheetsLearn how to organize BOM sections, find and attach datasheets from 1,600+ manufacturers, add datasheets manually, and optimize your model number field for better search results.
- How to Add and Reuse DocumentsAdd Reuse Document lets you attach the same datasheet, warranty, or other document to multiple line items at once — saving you from repeating the same selection and annotation work…
- How to Use Auto-Select to Retrieve Previous DatasheetsLearn how to use Auto-Select to automatically retrieve datasheets and annotations from past projects, understand the Selected vs. Annotated status, and configure your Auto-Select preferences.
- How to Use Parspec’s New Auto-SelectOur upgraded auto-Select is now live and enabled for all accounts—instantly matching the best datasheet to every model in your BOM!
Submittal & O&M (Tab): Annotating Datasheets
Learn how to use the Documents tab to annotate and customize datasheets. These articles cover markups, custom stamps, and page management to help you create polished submittal packages.
- How to Mark Up / Annotate a DatasheetLearn how to mark up a datasheet in Parspec — using AI suggestions, the rectangle tool, free text, rubber stamps, submittal notes, and page controls to build polished annotations.
- How to Hide or Adjust Pages in a DatasheetLearn how to hide or adjust pages within a datasheet in Parspec — keeping only the pages your customer needs and trimming down your submittal package.
- How to Create Custom StampsLearn how to create custom stamps in Parspec — design your own reusable tags with custom text, font, and colors, then place and resize them directly on datasheets.