ArcSite

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

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

Community

Video Onboarding

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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