ArcSite

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

Proposals & Outputs

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

Payment Options

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

Creating and Managing Proposals

Cover Page Section

Paragraph Section

Client Profile

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

Products Not Included

Signature

Location Based Photos

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

Payment Section

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

Proposal Template Sections

Putting your Proposal into Live Use

Learn how to create and customize proposals templates

Proposal Templates

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

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

Testing your Proposal Template

Customize Default Proposal, Invoice, and Change Order email templates

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

Creating Your First Proposal, Testing

Combine your drawings into a single Takeoff or Estimate

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

Drawing Section - Template

Additional Information

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

Create a proposal and send email link for customer to review

Create and Send Digital Proposals

Mark Proposals as Lost or Void

The Proposal Table View

Proposal Presentation Mode

Managing Your Proposal Templates

Company Info Section

Learn how to create and manage scope changes

Change Orders

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

Learn about how to collect Project Level information

Field Data 

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