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
Formatting options allow you to:
|
Client Profile | Purpose - Format how the client's information and sales reps' info appears.
Layout options - 2
Formatting options allow you to:
|
Products | Purpose - Select what product information to show.
Layout options - 12
Grouped by Products
Grouped by Category
Grouped by Bundle
Turf Length Table - Specific to Turf, you can show all of the roll cuts lengths
Formatting options allow you to:
|
Payment | Layout option - 1
Formatting options allow you to:
|
Additional Information | Purpose - Show the answers to any Additional Data question
Layout options - 1
Formatting options allow you to:
|
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
|
--Page Break-- | Purpose - This forces a page break wherever placed. |
Drawing | Purpose - Display the diagram
Layout options - 4
Formatting options allow you to:
|
Signature | Layout options - 4
Formatting options allow you to:
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:
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.