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Submittals & O&Ms

Build complete, on-brand submittal and O&M packages in half the time.

3 authors20 articles
Submittals & O&Ms — Quick Reference GuideDownload the latest one-page reference guides for Quoting.

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.

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 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 a Product ListLearn 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 ComponentsLearn 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.