Quoting
Everything you need to create, customize, and deliver polished quotes — from your first BOM to final PDF.
By Rachel and 2 others3 authors22 articles
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.
- 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.11 articles
- Finalize Your Quote: Review, Customize & SendPrepare your quote for delivery by customizing its appearance, reviewing quote warnings, updating quote statuses, and exporting or sharing the finished document with your customer.3 articles