Currently there are two ways to generate a new proposal (or other output) for a specific project.
The first is exporting a proposal from the Takeoff & Estimate screen within a drawing while in app.
This article covers the second method, using the Create Proposal feature on the user site or in app.
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 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.
Note: While the above video shows this workflow in the user site, you can follow the same steps in app as well (see screenshot below).
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