All CollectionsProposals & OutputsProposal TemplatesProposal TemplatesLearn how to create and customize proposals templates9 articlesHow 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 useCreating Your First Proposal, TestingUsing 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 customizationâŚTemplate Builder Page SetupLearn how to establish the page format and margins for your template.Testing your Proposal TemplatePutting your Proposal into Live UseManaging Your Proposal TemplatesCreating 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 templateUsing 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
