Proposals & Outputs
Learn more about how to build, customize, test, and use your proposals in ArcSite.
30 articles
Add Project Level Field Data to your Proposal
Proposal Templates
Learn how to create and customize proposals templates
How to Create a Proposal TemplateHow to create an output template (format for your proposal, inspection report, crew sheet, etc.) and put it to live use
Managing Your Proposal Templates
Testing your Proposal Template
Putting your Proposal into Live Use
Email Proposal Links and Digital Acceptance
Using State-Specific Forms for Pest Control Industry
Customize Default Proposal, Invoice, and Change Order email templates
Creating and Managing Proposals
Learn how to create, send, and track proposals for your various projects
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
Payment Options
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
Using Conditional Texts in Proposal TemplatesConditional 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…
Change Orders
Learn how to create and manage scope changes
Change Orders Overview
How to Create and Send a Change Order