ArcSite

Modern is now the default layout for every ArcSite proposal. Learn how to send, preview, switch layouts, and enable Sign in Person.

Using ArcSite's Modern Proposal Layout

Learn more about how to build, customize, test, and use your proposals in ArcSite. 

Proposals & Outputs

Create a proposal and send email link for customer to review

Create and Send Digital Proposals

Sending Customers Multiple Proposal Options (Good/Better/Best)

Payment Options

Proposal Presentation Mode

The Proposal Table View

Mark Proposals as Lost or Void

Learn how to create, send, and track proposals for your various projects

Creating and Managing Proposals

Each template can be comprised of individual section blocks. We offer a range of prebuilt sections that you can use to build unique outputs.

Proposal Template Sections Overview (Legacy)

Cover Page Section

Company Info Section

Client Profile

Additional Information

Learn how you can insert your drawing into the body of your proposal using the template builder.

Drawing Section - Template

Learn about this proposal section type and how it can be used.

Products Not Included

Learn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed.

Payment Section

Signature

Location Based Photos

Paragraph Section

Learn about the different building blocks available in the Template Builder.

Proposal Template Sections

How to create an output template (format for your proposal, inspection report, crew sheet, etc.) and put it to live use

How to Create a Proposal Template (Legacy)

Creating Your First Proposal, Testing

Conditional Texts in the Proposal Template editor create dynamic templates. This feature shows or hides content in the final proposal by linking visibility to custom field data, automating proposal customization…

Using Conditional Texts in Proposal Templates

Learn how to establish the page format and margins for your template.

Template Builder Page Setup

Testing your Proposal Template

Putting your Proposal into Live Use

Managing Your Proposal Templates

Upload an existing PDF proposal and let ArcSite's AI convert it into a ready-to-edit block-based template

Creating a Proposal Template from a PDF with AI

Build and customize proposal templates using the block-based editor with drag-and-drop blocks, styling controls, and company branding colors

Using the Block-Based Template Editor

Learn how to create and customize proposals templates

Proposal Templates

Field Data is ArcSite's system for capturing project-level information that isn't tied to a specific drawn object.

Understanding Field Data

Set Up Field Data (Admin Guide)

Fill Out Field Data on a Project

Bulk import Field Data questions from a spreadsheet

Learn about how to collect Project Level information

Field Data 

Change Orders Overview

How to Create and Send a Change Order

Email Proposal Links and Digital Acceptance

Adjust invoice amounts on an approved proposal before recording a payment.

How to Edit Invoice Amounts on an ArcSite Proposal

Process of recording manual payments including check, wire, cash, and other.

How to Apply a Paper Check to an ArcSite Invoice

Customize Default Proposal, Invoice, and Change Order email templates

Export Takeoff from Multiple Drawings (Flat and Structured View)

Learn how to create and manage scope changes

Change Orders

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