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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

Creating Your First Proposal, Testing

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

Testing your Proposal Template

Putting your Proposal into Live Use

Managing Your Proposal Templates

Upload an existing PDF proposal and let ArcSite's AI convert it into a ready-to-edit block-based template

Creating a Proposal Template from a PDF with AI

Build and customize proposal templates using the block-based editor with drag-and-drop blocks, styling controls, and company branding colors

Using the Block-Based Template Editor

Learn how to create and customize proposals templates

Proposal Templates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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