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Outputs - Proposals, Material Lists, etc.
Outputs - Proposals, Material Lists, etc.
Learn more about how to build, customize, test, and use your proposals in ArcSite.
39 articles
Creating Proposal Templates
Learn how to create and customize proposals templates
Managing Your Proposal Templates
Testing your Proposal Template
Putting your Proposal into Live Use
Email Proposal Links and Digital Acceptance
Creating a New Takeoff Template in ArcSiteFollow this step-by-step guide to create a takeoff template that matches your process for producing accurate material takeoffs.
Creating and Managing Proposals
Learn how to create, send, and track proposals for your various projects
Create and Export Proposals in a Drawing
Proposal Presentation Mode
Create and Send Digital ProposalsCreate a proposal and send email link for customer to review
Sending Customers Multiple Proposal Options (Good/Better/Best)
The Proposal Table View
Mark Proposals as Lost or Void
Proposal Template Sections
Learn about the different building blocks available in the Template Builder.
Proposal Template Sections OverviewEach template can be comprised of individual section blocks. We offer a range of prebuilt sections that you can use to build unique outputs.
Cover Page Section
Paragraph Section
Company Info Section
Client Profile
Products Not IncludedLearn about this proposal section type and how it can be used.
Additional Information
Signature
Location Based Photos
Drawing Section - TemplateLearn how you can insert your drawing into the body of your proposal using the template builder.
Payment SectionLearn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed.
Template Builder Page SetupLearn how to establish the page format and margins for your template.
Creating Your First Proposal, Testing
Creating Your First Proposal | Pt. 1
Advanced Proposal Options
Learn how to apply advanced settings to your proposal templates.
Specify any other data you want to collect
Customizing Proposals for Your Company
Using ArcSite Variables To Output Client Data
Industry Specific Proposal Templates
The following templates have been created to use with the enterprise level template builder to support key industries.
Gutter Crew Sheet
Fence Crew Sheet
Turf Crew Sheet
Gutter Proposal
Fence Proposal
Turf Proposal
Pest Proposal
Foundation or Waterproofing Proposal
Proposal With Cover Page