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.
You can read about the other flow here - exporting a proposal from the Takeoff & Estimate screen within a drawing
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
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
You can also make optional changes
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
The + Add Other Items link allows you to pick from your non-visual products
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
Tap Send to Client to send an email
Make further adjustments
Add other related options so that you can send a Good, Better, Best proposal
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.
Troubleshooting Tip
Why can't I download a proposal after my client has signed it?
You may run into a situation where you receive an email that your client has signed a proposal and you see its status is "eSigned by Client". However, when you attempt to download the PDF to print or save it, you find that the client's signature is missing.
This happens because the proposal is not yet fully Approved in the ArcSite system.
If your proposal template includes a signature line for your own company (e.g., "Authorized Rep. Signature"), the document requires your countersignature before it is considered fully executed. Until you sign it, the system cannot generate the final, legally-binding PDF with all signatures.
Solution: How to Approve and Download
Open the proposal that is marked as "eSigned by Client."
Click the "Sign Proposal" button and add your signature.
The proposal status will update to
Approved.Click the "Download PDF" link. The downloaded file will now contain both your client's signature and your countersignature.
Best Practice: Simplify Your Workflow
To avoid this extra step and allow for immediate downloads after a client signs, you can remove the sales representative's signature field from your proposal template.
When a template does not require a countersignature, the proposal is automatically set to Approved the moment your client signs it.
You can manage your templates by going to Settings > Proposal Templates.
Learn More: