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Create and Send Digital Proposals

Create a proposal and send email link for customer to review

Updated over a month ago

Currently there are two ways to generate a new proposal (or other output) for a specific project. In this article we will go through the Digital Proposal Creation workflow.

Create proposals and send to customers via email link

Using ArcSite's Create Proposal workflow offers several benefits:

  • Within each ArcSite project, you can create one or more proposals and choose which Proposal Template you'd like to apply for each proposal created.

  • You can also send a client multiple proposal options to review and allow them to select the option they prefer.

  • Once the proposal(s) is created, you can email clients a link to the proposal that they can review and approve.

  • You'll receive a notification via email once the client has approved the job.

  • Track the status of your proposal on the Proposal Table View.

Watch the video below for a step-by-step guide on how to create and send your proposal.

A Step by Step visual walkthrough

Starting from the Canvas, Tap on Reports > Create Proposal

Proposal Input Screen

Here you can do several things

  1. The app will show you what additional data is needed to finish the proposal setup. In the example below, there are 7 required fields to complete

  2. You can also make optional changes

  3. Once finished editing, you will generate the proposal

In the above screen shot you can see that the Client Details and Sales Representative information needs to be filled in.

Summary Section

In the Summary section below, there are several products which required additional information filled in to be properly quantified.

The screen shot below shows an updated screen with those added product details.

Add Other Items and Taxes

  1. The + Add Other Items link allows you to pick from your non-visual products

  2. The access point where you can optionally add Tax information

Field Data Questions

Fill in any required or optional field data questions

Payment Information

Proposal Template Selection

Select from all available Templates and view visual representation on the template. Learn how to customize your proposal templates so these outputs work for you

Select Save Proposal to generate Proposal and to move on to exporting

Proposal Details

Once uploaded, you are presented with the Proposal Details screen. From here you can do several things

  1. Tap Send to Client to send an email

  2. Make further adjustments

  3. Add other related options so that you can send a Good, Better, Best proposal

  4. View the Payment options / phases.

Send to Client

Tap Send to Client to fill in email details and send Proposal by email.

Add an Option

Tap Add an Option to add additional proposals to create a multiple option delivery. Not in the image below, the full solution option was Set as Recommended.

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