The block-based template editor is a new way to build and customize proposal templates in ArcSite. Templates are composed of individual blocks that you can add, reorder, and configure to create professional output documents. A live PDF preview on the right side of the editor shows how your template will look as you build it.

Any ArcSite user who creates or manages proposal templates for their company.

The block editor lets you build templates by assembling individual content blocks. Each block represents a section of your output document. You can drag and drop blocks to reorder them, configure each block's settings, and see changes reflected in the live preview.

Navigate to Settings > Templates > Proposal Templates and click "Create Block Template"

Start by choosing a starting point. You can select "Blank Template" to build from scratch, choose a pre-built template like "Proposal Template," or use "Create with AI" to convert an existing PDF.

Once in the editor, the left panel shows an "Insert" menu with two tabs: Blocks and Variables. Click any block to add it to your template. Available blocks are organized into three categories:

For text and heading content, click directly in the editor canvas to type and format. A toolbar appears with options for paragraph style, font size, bold, italic, underline, strikethrough, alignment, text color, clear formatting, and links.

For data blocks like Product List, Payment, and Drawing Image, click the gear icon on the block to open a control dialog where you can configure what information is displayed and how it is laid out.

Switch to the Variables tab in the Insert panel to add dynamic data that auto-populates from project and client information. Variables like Client Name, Client Address, Company Phone, Sales Representative, and more appear as labeled tags in the editor and fill in with real data when a proposal is generated.

Click the "Style:" button in the top bar of the template editor to choose a style preset. The "Color:" swatches next to it let you set the accent colors used throughout the template. These colors pull from your company's brand colors if configured.

Set your brand colors in Settings > Company Account > Accounts under "Brand Colors." Click "Set Up" to configure your colors. Once set, these colors are available as defaults in the template editor and apply across all templates automatically.

Click "Page Setup" in the top right of the editor to configure page size, margins, and header/footer options.

The right side of the editor shows a live PDF preview that updates as you make changes. When ready, publish the template to make it available for your team in the field.

Q: What happens to my existing templates?

A: Existing templates created with the legacy editor continue to work. The block editor is a separate option available alongside the legacy builder

Q: Can I convert a legacy template to the block editor?

A: There is no direct migration tool. However, you can export an existing proposal as a PDF and upload it through the "Create with AI" option to recreate it as a block-based template