Proposals & Outputs
Learn more about how to build, customize, test, and use your proposals in ArcSite.
38 articles
Creating and Managing Proposals
Learn how to create, send, and track proposals for your various projects
Proposal Template Sections
Learn about the different building blocks available in the Template Builder.
- Proposal Template Sections Overview (Legacy)Each 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 Template (Legacy)How 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
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)