Overview
This article guides you through the new Proposal Beta features in ArcSite. The new Proposal experience makes it easier for you to create digital proposals from within the tablet app. With this update, you can present drawings, project scope, product pricing, and more in a digital format, streamlining your proposal workflow.
Availability
Supported Platforms: iOS (Available for beta testing)
Subscription Requirement: Estimate tier
Make sure your app is version 5.29 or newer to see the new experience.
Who Is This For?
This feature is for ArcSite users with an Estimate plan who want to create and manage digital proposals, especially those who have been using PDF exports and are looking for a more integrated and efficient workflow.
Workflow Guide
Steps:
Accessing Proposals: Open up any Drawing and tap the new Reports > Create Proposal button. You will immediately see the draft Proposal.
Setting Up Your Proposal: Required inputs are clearly indicated
Saving and Sending:
You can preview the proposal as the client will see it by tapping Preview as Client
You can send the proposal to clients by tapping Save Proposal
Accessing Legacy PDF/Excel Exports: PDF exports are still available in a secondary menu for users who need them.
What It Does:
The new Proposal experience simplifies the creation and management of proposals within ArcSite. It provides a digital proposal experience with legally binding eSign features, access to ArcSite Payment processing, and advanced Win/Loss, Pipeline, and business intelligence features.
Where to Find It:
The primary access point for Proposals is within the Drawing > Reports screen of the ArcSite tablet app.
Additional Information
You can still use the legacy Estimate experience by going into a drawing > Settings ⚙️ menu > Legacy Estimate experience:
This feature is flexible to support Proposal, Takeoff, Inspection, and other report documents.
FAQs & Troubleshooting
Q: Where do I find the PDF export option?
A: PDF exports are located in a secondary menu within the Reports section.
Q: What if I need the old proposal format?
A: The legacy Proposal functionality can be toggled with a user setting.