ArcSite allows you to create templates to define how your outputs (Proposals, Contracts, Material Lists, etc.) will appear when you use them within a live project. You can choose from pre-built examples or start from scratch to create your own.

Key Points to Remember:

You can create as many templates as you want.
You can use as many templates as you want within a project. (Example: you have a template for a customer-facing proposal another for the team that contains field data and customer info, and another that is for your material takeoff.)
Once you've published a template, it will then be available for use within a project.
Once you've published a template, it can't be edited. You'll need to duplicate the published template, and then edit the newly duplicated template and delete the old.

How to Get Started - Build your first template!

Video:

If you prefer to learn by watching, we have a comprehensive video tutorial that takes you through each step and available options. Watch the Video Tutorial Here

Read:

We have a wealth of content available here in our help center. From FAQs to step-by-step instructions, you can find it here within this collection of articles. View full collection

DIY:

If you're ready to get started and know your way around, you can jump directly into building your first template by clicking here.

Template FAQs

The most common template questions are answered below

Sections Descriptions

Each part of a template is called a Section. The available sections are described below with their name, their purpose, and the available options. Layout Options are high-level fixed options and Formatting Options are more granular changes.

Section Name	Purpose and Options
Company Info	Purpose - Format your company information Layout options - 3 Logo On Top - Company Info below Logo On Left - Company Info on the right Logo On Right - Company Info on the left Formatting options allow you to: Change font size Change logo width Add additional text - Great for licensing numbers, etc Hide the company name.
Client Profile	Purpose - Format how the client's information and sales reps' info appears. Layout options - 2 Date, job #, client & sales information Client & sales information only. Formatting options allow you to: Change label names and widths. Hide the following: client email client phone company information sales email sales detail.
Products	Purpose - Select what product information to show. Layout options - 12 Grouped by Products (All Columns) - Shows Name, Quantity, and Cost for each product (Name & Quantity) Shows the Name and Quantity of each product (Name & Amount) Shows the Name and Cost of each product (Name Only) - Shows the Name of each product (High-Level Details) - Shows the name and quantity for a set of specified product categories, in the format - 123 LF of XYZ, etc. Grouped by Category (All Columns) - Shows Name, Quantity, and Cost for each product (Name & Quantity) Shows the Name and Quantity of each product (Name & Amount) Shows the Name and Cost of each product (Name Only) - Shows the Name of each product Grouped by Bundle Product Bundle (High-Level Details) - Shows the name and quantity for a set of specified product categories, in the format - 123 LF of XYZ, etc. Product Bundles - Shows the name and quantity for a set of specified product categories in a 2-column view Turf Length Table - Specific to Turf, you can show all of the roll cuts lengths Formatting options allow you to: Select how many price digits to show Size columns Hide fields
Payment	Layout option - 1 Formatting options allow you to: Hide payment fields Payment Terms (left/right) Enter your desired payment terms
Additional Information	Purpose - Show the answers to any Additional Data question Layout options - 1 Formatting options allow you to: Change section names Hide fields Hide yes/no Change alignment Date format
Products Not Included	Purpose - If you have removed a product from being shown in the pricing section, you can show them in a separate area as optional upgrades. Layout options - 4 All Columns Name Only Name & Quantity Name & Amount
--Page Break--	Purpose - This forces a page break wherever placed.
Drawing	Purpose - Display the diagram Layout options - 4 Drawing w Legend Company Logo & Client profile Drawing w Legend Drawing Only Formatting options allow you to: Change the label of the section Hide the label name Control height (in %) of the diagram. This is useful to fit more info on the page.
Signature	Layout options - 4 Standard Columns Co-Applicant Initials Formatting options allow you to: Set margin Create titles for left and right signatures To create your own custom signature section, see the Custom Signature section in this article
Location Based Photos	Layout options - 1 Formatting options allow you to choose the number of rows and columns per page.
Takeoff	Purpose - Present one too many custom attributes alongside costing and quantities in the proposal rather than in the Standard ArcSite Takeoff Report Layout options - 1 Formatting options
Paragraph	This section is different than all of the previous sections as it is an open-ended blank space into which you can add: Blocks of text - great for entering specific legalese or other company-specific standard text Links Images Formatted areas using the table feature Read some of the standard ways others are using the Paragraph in the How do I section in this same article.

For more details on Sections, please click here.

Creating Your First Proposal | Pt. 1