Proposals & Outputs
Learn more about how to build, customize, test, and use your proposals in ArcSite.
37 articles
Creating and Managing Proposals
Learn how to create, send, and track proposals for your various projects
Create and Send Digital ProposalsCreate a proposal and send email link for customer to review
Sending Customers Multiple Proposal Options (Good/Better/Best)
Payment Options
Proposal Presentation Mode
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
Company Info Section
Client Profile
Additional Information
Drawing Section - TemplateLearn how you can insert your drawing into the body of your proposal using the template builder.
Products Not IncludedLearn about this proposal section type and how it can be used.
Payment SectionLearn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed.
Signature
Location Based Photos
Paragraph Section
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
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…
Template Builder Page SetupLearn how to establish the page format and margins for your template.
Testing your Proposal Template
Putting your Proposal into Live Use
Managing Your Proposal Templates
Creating a Proposal Template from a PDF with AIUpload an existing PDF proposal and let ArcSite's AI convert it into a ready-to-edit block-based template
Using the Block-Based Template EditorBuild and customize proposal templates using the block-based editor with drag-and-drop blocks, styling controls, and company branding colors
Field Data
Learn about how to collect Project Level information
Understanding Field DataField Data is ArcSite's system for capturing project-level information that isn't tied to a specific drawn object.
Set Up Field Data (Admin Guide)
Fill Out Field Data on a Project
Bulk import Field Data questions from a spreadsheet
Change Orders
Learn how to create and manage scope changes
Change Orders Overview
How to Create and Send a Change Order
Email Proposal Links and Digital Acceptance
How to Edit Invoice Amounts on an ArcSite ProposalAdjust invoice amounts on an approved proposal before recording a payment.
How to Apply a Paper Check to an ArcSite InvoiceProcess of recording manual payments including check, wire, cash, and other.
Customize Default Proposal, Invoice, and Change Order email templates
Export Takeoff from Multiple Drawings (Flat and Structured View)