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Creating Your First Proposal, Testing

Learn how to establish the page format and margins for your template.

Template Builder Page Setup

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

Testing your Proposal Template

Putting your Proposal into Live Use

Managing Your Proposal Templates

Learn how to create and customize proposals templates

Proposal Templates

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

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

Learn how to build proposal templates using ArcSite's new block-based editor — drag-and-drop blocks, styling controls, and AI-powered PDF-to-template conversion.

New Proposal Template Builder

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 (Legacy)

Learn how to build proposal templates using ArcSite's classic editor — for accounts still on the legacy (non-block-based) template builder.

Legacy Proposal Template Builder

Each template can be comprised of individual section blocks. We offer a range of prebuilt sections that you can use to build unique outputs.

Proposal Template Sections Overview

Cover Page Section

Company Info Section

Client Profile

Field Data - Additional Information

Learn how you can insert your drawing into the body of your proposal using the template builder.

Drawing Section - Template

Learn about this proposal section type and how it can be used.

Products Not Included

Learn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed.

Payment Section

Signature

Location Based Photos

Paragraph Section

Learn about the different building blocks available in the Template Builder.

Proposal Template Sections

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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