# ArcSite Help Center > Advice and answers from the ArcSite Team ## English ### Getting Started - [How to Create Projects and Drawing](https://support.arcsite.com/en/articles/7258147-how-to-create-projects-and-drawing.md) - [Create An ArcSite Drawing – Step by Step](https://support.arcsite.com/en/articles/7258182-create-an-arcsite-drawing-step-by-step.md) - [How to Draw Walls](https://support.arcsite.com/en/articles/8047544-how-to-draw-walls.md) - [How to edit a drawing](https://support.arcsite.com/en/articles/7258149-how-to-edit-a-drawing.md): Learn about how you can select elements on your canvas to unlock the edit tools that help you adjust, rotate, duplicate, and trim lines. - [Auto Save and Auto Upload of Your Work](https://support.arcsite.com/en/articles/9627295-auto-save-and-auto-upload-of-your-work.md) - [Managing Projects](https://support.arcsite.com/en/articles/7258293-managing-projects.md): Managing projects in ArcSite - [How to Export Your Drawing](https://support.arcsite.com/en/articles/7258151-how-to-export-your-drawing.md): Take your well-crafted drawing and share it using one of our many export options. - [Setup your ArcSite Takeoff and Estimation Environment](https://support.arcsite.com/en/articles/7840752-setup-your-arcsite-takeoff-and-estimation-environment.md): Add products, set pricing, design your proposals, and set up your team in ArcSite ### Account & Team - [Update Your ArcSite Subscription Payment Method and Billing Information](https://support.arcsite.com/en/articles/15023183-update-your-arcsite-subscription-payment-method-and-billing-information.md): This article explains how to update the credit card or billing details used to pay for your ArcSite subscription. Keeping your payment method current prevents service interruptions and ensures your... - [Changing Payment Method](https://support.arcsite.com/en/articles/7258304-changing-payment-method.md) - [Managing your ArcSite Trial](https://support.arcsite.com/en/articles/7258302-managing-your-arcsite-trial.md): How ArcSite's 14-day free trial works, how to check if you signed up through Apple, Google Play, or ArcSite directly, and how to cancel before you're charged. - [How to Change Your ArcSite Account Email](https://support.arcsite.com/en/articles/13399583-how-to-change-your-arcsite-account-email.md): This article guides you through the process of changing the email address associated with your ArcSite account. - [How to Change a Password](https://support.arcsite.com/en/articles/7258176-how-to-change-a-password.md) - [Why Can't I Log In?](https://support.arcsite.com/en/articles/7258178-why-can-t-i-log-in.md) - [Delete My Account Option](https://support.arcsite.com/en/articles/9953531-delete-my-account-option.md): Deleting your account is a way to remove your records from ArcSite permanently, it does not cancel your trial or subscription! - [Subscribing to ArcSite via the Apple App Store — Everything You Need to Know](https://support.arcsite.com/en/articles/15655294-subscribing-to-arcsite-via-the-apple-app-store-everything-you-need-to-know.md): This article covers everything related to your ArcSite subscription when you signed up or are paying through the Apple App Store - [Subscribing to ArcSite via Google Play — Everything You Need to Know](https://support.arcsite.com/en/articles/15655449-subscribing-to-arcsite-via-google-play-everything-you-need-to-know.md): This article covers everything related to your ArcSite subscription when you signed up or are paying through the Google Play Store - [Setting up accounts & defining access/ownership](https://support.arcsite.com/en/articles/7258297-setting-up-accounts-defining-access-ownership.md) - [Add and Manage Team Members](https://support.arcsite.com/en/articles/7258300-add-and-manage-team-members.md) - [Sharing - Access Levels](https://support.arcsite.com/en/articles/7258290-sharing-access-levels.md) - [ArcSite + SSO](https://support.arcsite.com/en/articles/10021974-arcsite-sso.md) - [ArcSite and Azure Active Directory SSO](https://support.arcsite.com/en/articles/10028046-arcsite-and-azure-active-directory-sso.md) - [Run a Company Account Usage Report](https://support.arcsite.com/en/articles/7258301-run-a-company-account-usage-report.md) - [Best Practice: Offboarding Company User](https://support.arcsite.com/en/articles/9147950-best-practice-offboarding-company-user.md): Offboard a user - [Introduction to ArcSite Enterprise Console](https://support.arcsite.com/en/articles/10540161-introduction-to-arcsite-enterprise-console.md) - [Company Management in the Enterprise Admin Console](https://support.arcsite.com/en/articles/10540312-company-management-in-the-enterprise-admin-console.md) - [Employee Management in the Enterprise Admin Console](https://support.arcsite.com/en/articles/10540339-employee-management-in-the-enterprise-admin-console.md) - [Migrating to a Central Enterprise Product Library](https://support.arcsite.com/en/articles/12053859-migrating-to-a-central-enterprise-product-library.md) ### Drawing & Measuring - [Draw Tool: Modes and Settings](https://support.arcsite.com/en/articles/7258180-draw-tool-modes-and-settings.md) - [Draw Lines](https://support.arcsite.com/en/articles/7258148-draw-lines.md): Learn how to access the Draw tool and choose the right drawing mode for your work. - [Drawing Walls](https://support.arcsite.com/en/articles/7258181-drawing-walls.md) - [Drawing Tips + Tricks](https://support.arcsite.com/en/articles/9559135-drawing-tips-tricks.md) - [Add a Door or Window \(Openings\) to a Wall](https://support.arcsite.com/en/articles/8047399-add-a-door-or-window-openings-to-a-wall.md): Use the Openings library to insert doors or windows into your existing walls. - [Mirroring Objects \(Flip on Axis & Copy\)](https://support.arcsite.com/en/articles/7258194-mirroring-objects-flip-on-axis-copy.md) - [How to Add Color or Pattern Fills to Your Drawing](https://support.arcsite.com/en/articles/7258210-how-to-add-color-or-pattern-fills-to-your-drawing.md): Use the Fill tool to add color or pattern fills to closed areas of your drawing. This is useful for highlighting rooms, materials, zones, or sections of a layout. - [Add text to your canvas](https://support.arcsite.com/en/articles/8047520-add-text-to-your-canvas.md): Learn how to add plain text to your canvas and how to create a text call-out that is tied to an element on your canvas for more detail. - [Add Text and Cloud Shapes](https://support.arcsite.com/en/articles/7258213-add-text-and-cloud-shapes.md) - [Using Layers](https://support.arcsite.com/en/articles/7258214-using-layers.md): Layers help you organize your drawing by keeping different types of information separate. You can edit, hide, or lock specific layers independently without affecting the rest of your project. - [Create Drawing from AR Scan](https://support.arcsite.com/en/articles/10593500-create-drawing-from-ar-scan.md) - [Create Drawing from Map](https://support.arcsite.com/en/articles/10770115-create-drawing-from-map.md) - [How to Draw, Measure, and place Products in Your Drawing with AR](https://support.arcsite.com/en/articles/14062455-how-to-draw-measure-and-place-products-in-your-drawing-with-ar.md): Use AR to measure spaces and place Linear and Area Products directly into your ArcSite drawing — no tape measure required. - [Creating a Topographic Drawing](https://support.arcsite.com/en/articles/15366808-creating-a-topographic-drawing.md): Learn how to place elevation data points and generate contour lines with a heatmap fill to create topographic drawings in ArcSite. - [Using Bluetooth Measurement Devices to capture lengths](https://support.arcsite.com/en/articles/7258203-using-bluetooth-measurement-devices-to-capture-lengths.md) - [Place multiple copies of an object in a structured pattern \(Array tool\)](https://support.arcsite.com/en/articles/7258193-place-multiple-copies-of-an-object-in-a-structured-pattern-array-tool.md) - [Make a Copy at a Specific Distance \(Offset Tool\)](https://support.arcsite.com/en/articles/7258192-make-a-copy-at-a-specific-distance-offset-tool.md): Create a copy of a line or arc at an exact distance. Use this to draw parallel walls, fence lines, or consistent spacing between elements. - [Arranging Objects Relative to One Another](https://support.arcsite.com/en/articles/7258204-arranging-objects-relative-to-one-another.md) - [How to create a title block](https://support.arcsite.com/en/articles/7258156-how-to-create-a-title-block.md) - [Import an Image as the Background to your Drawing](https://support.arcsite.com/en/articles/7835902-import-an-image-as-the-background-to-your-drawing.md): How to import a photo or take a picture to use as the background of your ArcSite drawing - [How to Trace a Floor Plan with AI Trace](https://support.arcsite.com/en/articles/16298763-how-to-trace-a-floor-plan-with-ai-trace.md): Import a photo or PDF floor plan and use AI Trace to automatically turn it into an editable vector drawing. - [Edit Lengths & Angles Manually](https://support.arcsite.com/en/articles/7258187-edit-lengths-angles-manually.md) - [Change Line or Wall Segment Direction](https://support.arcsite.com/en/articles/7258189-change-line-or-wall-segment-direction.md) - [Single and Multiple Selection Options](https://support.arcsite.com/en/articles/7258186-single-and-multiple-selection-options.md) - [Duplicate an Object in ArcSite](https://support.arcsite.com/en/articles/7258190-duplicate-an-object-in-arcsite.md) - [Move Objects](https://support.arcsite.com/en/articles/7258211-move-objects.md): Move objects on your drawing to reposition them or place them precisely. - [Deleting objects](https://support.arcsite.com/en/articles/7258162-deleting-objects.md): How to remove objects from your canvas, erase part of a line, and create breaks in walls. - [Rotate Objects](https://support.arcsite.com/en/articles/7258209-rotate-objects.md) - [Trim or Extend Lines](https://support.arcsite.com/en/articles/7258195-trim-or-extend-lines.md) - [Rotate and Move a Room on the Canvas](https://support.arcsite.com/en/articles/14291134-rotate-and-move-a-room-on-the-canvas.md): How to rotate and reposition a room on the ArcSite canvas after it has been drawn. - [Display Order - "Bring to Front" & "Send to Back"](https://support.arcsite.com/en/articles/7258197-display-order-bring-to-front-send-to-back.md) - [Hiding a PDF or Photo Background](https://support.arcsite.com/en/articles/8392371-hiding-a-pdf-or-photo-background.md): When you start a drawing with a satellite image or a site plan PDF, you can toggle the background visibility to focus on your work or to prepare your drawing for a clean export. - [Pan and Zoom in the Drawing](https://support.arcsite.com/en/articles/7258196-pan-and-zoom-in-the-drawing.md): Learn how to Pan and Zoom with in your drawing - [Undo and Redo Your Changes](https://support.arcsite.com/en/articles/7258188-undo-and-redo-your-changes.md) - [Group and Ungroup Objects](https://support.arcsite.com/en/articles/7258198-group-and-ungroup-objects.md) - [Copy and Paste Between Drawings](https://support.arcsite.com/en/articles/7258191-copy-and-paste-between-drawings.md) - [Showing Dimensions](https://support.arcsite.com/en/articles/7258201-showing-dimensions.md) - [Moving Area Dimension Labels](https://support.arcsite.com/en/articles/8393577-moving-area-dimension-labels.md): Area measurements stacked on top of each other? Drag labels anywhere within your drawing for clarity and visibility. - [Standalone Measure option](https://support.arcsite.com/en/articles/11675483-standalone-measure-option.md) - [How to manually or automatically show measurement/dimensions](https://support.arcsite.com/en/articles/7258150-how-to-manually-or-automatically-show-measurement-dimensions.md): Display measurement labels on specific lines, walls, or measure the distance between any two points on your canvas. - [Using the Measure Tool](https://support.arcsite.com/en/articles/7258200-using-the-measure-tool.md) - [Using ArcSite Shapes](https://support.arcsite.com/en/articles/7258183-using-arcsite-shapes.md) - [A Beginner's Guide to Shapes](https://support.arcsite.com/en/articles/8047415-a-beginner-s-guide-to-shapes.md) - [Working with Custom Shapes](https://support.arcsite.com/en/articles/7258184-working-with-custom-shapes.md) - [Using Photos in ArcSite](https://support.arcsite.com/en/articles/7258208-using-photos-in-arcsite.md): Using Photos in ArcSite - [Add Location Based Photos with Annotations](https://support.arcsite.com/en/articles/7258153-add-location-based-photos-with-annotations.md): Adding photos with markup at specific spots in your diagram is a great way to visually communicate issues with your team or customer. - [Adjusting Units and Precision](https://support.arcsite.com/en/articles/9463039-adjusting-units-and-precision.md): Use the Units and Precision tool in ArcSite to specify your preferred unit of measure and set your desired level of precision - [Using Snapping to make objects snap, or not snap, together](https://support.arcsite.com/en/articles/7258215-using-snapping-to-make-objects-snap-or-not-snap-together.md) - [Change the Visual Settings for Existing On Screen Objects](https://support.arcsite.com/en/articles/7258218-change-the-visual-settings-for-existing-on-screen-objects.md) - [ArcSite Drawing Settings](https://support.arcsite.com/en/articles/7258216-arcsite-drawing-settings.md) - [Set Default Visual Settings](https://support.arcsite.com/en/articles/7258217-set-default-visual-settings.md) - [Measurement Display Options](https://support.arcsite.com/en/articles/7258205-measurement-display-options.md) - [How to change to the metric measurement system?](https://support.arcsite.com/en/articles/9015939-how-to-change-to-the-metric-measurement-system.md): Quickly change your account settings to match your system of measurement ### Products & Library - [ArcSite Product Environment Overview](https://support.arcsite.com/en/articles/7258221-arcsite-product-environment-overview.md) - [Types of Products](https://support.arcsite.com/en/articles/7258220-types-of-products.md) - [Build Your Product Catalog in the User Site](https://support.arcsite.com/en/articles/7258225-build-your-product-catalog-in-the-user-site.md): Step-by-step guide to building products, product groups, and bundles in the ArcSite User Site, with field-by-field guidance, decision points, and troubleshooting. - [Use Excel \(with the ArcSite Product Template\) to Create your Product Environment](https://support.arcsite.com/en/articles/7258224-use-excel-with-the-arcsite-product-template-to-create-your-product-environment.md): Excel - [Use ArcSite's Pre-created Libraries to Create your Product Environment \(Products, Product Groups, & Bundles\)](https://support.arcsite.com/en/articles/7258223-use-arcsite-s-pre-created-libraries-to-create-your-product-environment-products-product-groups-bundles.md) - [Product and Bundle Visibility Options](https://support.arcsite.com/en/articles/9210888-product-and-bundle-visibility-options.md): Specify whether individual Products or Bundles are available for selection from within the app and/or displayed on output documents. - [Set and Manage Product Pricing](https://support.arcsite.com/en/articles/14291201-set-and-manage-product-pricing.md): How to set and manage product pricing, markups, and margins in ArcSite's product catalog. - [Create a Custom Product on the fly with Custom Pricing](https://support.arcsite.com/en/articles/7258132-create-a-custom-product-on-the-fly-with-custom-pricing.md) - [Quantity & Unit Logic — The Complete Guide](https://support.arcsite.com/en/articles/9094555-quantity-unit-logic-the-complete-guide.md): The total guide to converting captured measurements into the quantities you need to display, price, or order. Includes a decision matrix, syntax reference, and worked examples. - [Product Library Management in Enterprise Admin Console \(Beta\)](https://support.arcsite.com/en/articles/12004511-product-library-management-in-enterprise-admin-console-beta.md) - [Defining pricing information via Price Parts](https://support.arcsite.com/en/articles/7258144-defining-pricing-information-via-price-parts.md) - [Product Import Spreadsheet - Troubleshooting Errors](https://support.arcsite.com/en/articles/7258233-product-import-spreadsheet-troubleshooting-errors.md) - [Add Project Level Field Data to your Proposal](https://support.arcsite.com/en/articles/3601465-add-project-level-field-data-to-your-proposal.md) - [The ArcSite Fence Builder](https://support.arcsite.com/en/articles/12166161-the-arcsite-fence-builder.md) - [Product Categories](https://support.arcsite.com/en/articles/7258230-product-categories.md): How Product Categories organize your ArcSite catalog in the User Site, the field app, and on output documents. - [Setting Up Products in ArcSite — Where to Start](https://support.arcsite.com/en/articles/14833314-setting-up-products-in-arcsite-where-to-start.md): A 5-minute decision guide to choose the right path for building your ArcSite product catalog: pre-built library, user site, or Excel. - [Make It Your Own: Personalizing Your Fence Builder Setup](https://support.arcsite.com/en/articles/12478096-make-it-your-own-personalizing-your-fence-builder-setup.md): Learn how to fine-tune your new fence library to perfectly match your company's unique products, installation rules, and other specifications. - [Add Images, Videos, and PDFs to Products](https://support.arcsite.com/en/articles/12548848-add-images-videos-and-pdfs-to-products.md) - [Shape Labels and Sequence Numbering](https://support.arcsite.com/en/articles/7258232-shape-labels-and-sequence-numbering.md): How to add automatic sequence numbers \(\#SEQ\#\) or custom text labels to shape-based Products and Bundles when placed on the canvas. - [Using Products](https://support.arcsite.com/en/articles/7258235-using-products.md) - [Bundle Configuration & Bundle Structure View](https://support.arcsite.com/en/articles/14755889-bundle-configuration-bundle-structure-view.md) - [Diagram Legend - Key](https://support.arcsite.com/en/articles/3616865-diagram-legend-key.md): As you add your custom products to your drawing, ArcSite can add a visual Legend - key to show what they represent. - [Swapping Products or Bundles](https://support.arcsite.com/en/articles/8719386-swapping-products-or-bundles.md): Quickly swap out different products or bundles at the click of a button from your ArcSite app. - [Adding Calculations or Unit Conversions at the Product Level](https://support.arcsite.com/en/articles/7258229-adding-calculations-or-unit-conversions-at-the-product-level.md): This article has moved. See the complete guide to Quantity & Unit Logic for all calculation and conversion content. - [Product - Custom Attributes](https://support.arcsite.com/en/articles/3558174-product-custom-attributes.md): Custom Attributes collect additional info beyond the automatically generated quantities and any pricing info you add. - [Apply Calculations to a Product Bundle](https://support.arcsite.com/en/articles/9113329-apply-calculations-to-a-product-bundle.md): This article has moved. See the complete guide to Quantity & Unit Logic for all calculation and conversion content. ### Troubleshooting & FAQ - [Unsubscribing](https://support.arcsite.com/en/articles/7258303-unsubscribing.md) - [How to Scale / Calibrate Your Canvas](https://support.arcsite.com/en/articles/12241794-how-to-scale-calibrate-your-canvas.md) - [Why is My Text Different Sizes?](https://support.arcsite.com/en/articles/7258161-why-is-my-text-different-sizes.md) - [Why are My Photo Icons the Wrong Size?](https://support.arcsite.com/en/articles/7258175-why-are-my-photo-icons-the-wrong-size.md) - [Troubleshoot Export Issues](https://support.arcsite.com/en/articles/7258173-troubleshoot-export-issues.md): If you're having issues with the way your export is appearing, checkout these frequent questions and solutions. - [Can I import a CAD format file \(DWG or DXF\)?](https://support.arcsite.com/en/articles/7258171-can-i-import-a-cad-format-file-dwg-or-dxf.md): Does ArcSite support DWG or DXF import? Not directly. Convert to PDF or image first, then trace over it in ArcSite. - [How do I open an early version of a drawing so I can edit it?](https://support.arcsite.com/en/articles/9016625-how-do-i-open-an-early-version-of-a-drawing-so-i-can-edit-it.md): Learn how to access a past version of a drawing an import it back in for editing. - [How can I print drawings created in ArcSite?](https://support.arcsite.com/en/articles/16498706-how-can-i-print-drawings-created-in-arcsite.md): Learn to print ArcSite drawings by exporting as a PDF, then using your device's print settings. Covers scale, paper size, and layout. - ["Downloading X error failed, this drawing was created on an old version iOS app"](https://support.arcsite.com/en/articles/8059266-downloading-x-error-failed-this-drawing-was-created-on-an-old-version-ios-app.md): How to resolve this error when trying to open a drawing within Windows - ["Get Templates Failed"](https://support.arcsite.com/en/articles/8404098-get-templates-failed.md) - [Windows Keyboard Shortcuts](https://support.arcsite.com/en/articles/9643005-windows-keyboard-shortcuts.md) - [Windows Stylus not working with ArcSite](https://support.arcsite.com/en/articles/8450951-windows-stylus-not-working-with-arcsite.md) - [Cross-Platform Coverage, Minimums, and Unsupported Features](https://support.arcsite.com/en/articles/8207161-cross-platform-coverage-minimums-and-unsupported-features.md): In this article, you will find the minimum system requirements and a number of ArcSite features not available on all platforms noted. - [Installing and using ArcSite on a Mac laptop or desktop](https://support.arcsite.com/en/articles/7258155-installing-and-using-arcsite-on-a-mac-laptop-or-desktop.md) - [How to Turn On the Automatic App Updates Feature \(iOS\)](https://support.arcsite.com/en/articles/9754284-how-to-turn-on-the-automatic-app-updates-feature-ios.md): ArcSite publishes new versions to the Apple App Store several times per month. We do this to ensure our product functions as intended. - [Determine version of ArcSite you are using \(iOS\)](https://support.arcsite.com/en/articles/9311242-determine-version-of-arcsite-you-are-using-ios.md) - [Reduce Photo Size \(iOS only \)](https://support.arcsite.com/en/articles/9882303-reduce-photo-size-ios-only.md) - [How Does ArcSite Keep My Data Safe?](https://support.arcsite.com/en/articles/13226471-how-does-arcsite-keep-my-data-safe.md): ArcSite Security & Compliance: SOC 2 Type II and ISO 27001 - [Using ArcSite Offline](https://support.arcsite.com/en/articles/14291214-using-arcsite-offline.md): How ArcSite's offline mode works, what you can do without connectivity, and tips for working in the field. - [Why Won't My Laser Measure Connect?](https://support.arcsite.com/en/articles/7258164-why-won-t-my-laser-measure-connect.md) - [Why are My Drawings Gone?](https://support.arcsite.com/en/articles/7258166-why-are-my-drawings-gone.md): What to do if your ArcSite drawings are missing and how to prevent it. ### Pricing - [Product Pricing Video Guide](https://support.arcsite.com/en/articles/7258237-product-pricing-video-guide.md) - [Setting a Product Margin](https://support.arcsite.com/en/articles/7258236-setting-a-product-margin.md) - [Unit Cost vs. Unit Price](https://support.arcsite.com/en/articles/7275152-unit-cost-vs-unit-price.md): unit cost, unit price, price, - [Creating and Applying Standardized Discounts](https://support.arcsite.com/en/articles/13706297-creating-and-applying-standardized-discounts.md) - [Configuring Sales Tax on Proposals](https://support.arcsite.com/en/articles/15000374-configuring-sales-tax-on-proposals.md): How to set up sales tax so it appears correctly on your customer proposals and estimates. - [Currency Settings](https://support.arcsite.com/en/articles/7258227-currency-settings.md): How to change ArcSite's default currency, what changing currency does and doesn't do, and limitations on per-customer or per-job currency. ### Proposals & Outputs - [Create and Send Digital Proposals](https://support.arcsite.com/en/articles/8345468-create-and-send-digital-proposals.md): Create a proposal and send email link for customer to review - [Void Proposals](https://support.arcsite.com/en/articles/15971352-void-proposals.md) - [Sending Customers Multiple Proposal Options \(Good/Better/Best\)](https://support.arcsite.com/en/articles/8365669-sending-customers-multiple-proposal-options-good-better-best.md) - [Payment Options](https://support.arcsite.com/en/articles/7258143-payment-options.md) - [Proposal Presentation Mode](https://support.arcsite.com/en/articles/7258249-proposal-presentation-mode.md) - [The Proposal Table View](https://support.arcsite.com/en/articles/8365402-the-proposal-table-view.md) - [Mark Proposals as Lost or Void](https://support.arcsite.com/en/articles/10328122-mark-proposals-as-lost-or-void.md) - [Proposal Template Sections Overview \(Legacy\)](https://support.arcsite.com/en/articles/7258260-proposal-template-sections-overview-legacy.md): 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](https://support.arcsite.com/en/articles/7258262-cover-page-section.md) - [Company Info Section](https://support.arcsite.com/en/articles/7258263-company-info-section.md) - [Client Profile](https://support.arcsite.com/en/articles/7258264-client-profile.md) - [Additional Information](https://support.arcsite.com/en/articles/7258270-additional-information.md) - [Drawing Section - Template](https://support.arcsite.com/en/articles/7258268-drawing-section-template.md): Learn how you can insert your drawing into the body of your proposal using the template builder. - [Products Not Included](https://support.arcsite.com/en/articles/7258271-products-not-included.md): Learn about this proposal section type and how it can be used. - [Payment Section](https://support.arcsite.com/en/articles/7258267-payment-section.md): Learn how to insert the payment section within your proposal template so your customer can quickly understand the amount owed. - [Signature](https://support.arcsite.com/en/articles/7258272-signature.md) - [Location Based Photos](https://support.arcsite.com/en/articles/7258269-location-based-photos.md) - [Paragraph Section](https://support.arcsite.com/en/articles/7258265-paragraph-section.md) - [How to Create a Proposal Template \(Legacy\)](https://support.arcsite.com/en/articles/11988387-how-to-create-a-proposal-template-legacy.md): 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](https://support.arcsite.com/en/articles/7258258-creating-your-first-proposal-testing.md) - [Using Conditional Texts in Proposal Templates](https://support.arcsite.com/en/articles/13008019-using-conditional-texts-in-proposal-templates.md): 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... - [Template Builder Page Setup](https://support.arcsite.com/en/articles/7258261-template-builder-page-setup.md): Learn how to establish the page format and margins for your template. - [Testing your Proposal Template](https://support.arcsite.com/en/articles/7258246-testing-your-proposal-template.md) - [Putting your Proposal into Live Use](https://support.arcsite.com/en/articles/7258245-putting-your-proposal-into-live-use.md) - [Managing Your Proposal Templates](https://support.arcsite.com/en/articles/7258248-managing-your-proposal-templates.md) - [Creating a Proposal Template from a PDF with AI](https://support.arcsite.com/en/articles/15450981-creating-a-proposal-template-from-a-pdf-with-ai.md): Upload an existing PDF proposal and let ArcSite's AI convert it into a ready-to-edit block-based template - [Using the Block-Based Template Editor](https://support.arcsite.com/en/articles/15364654-using-the-block-based-template-editor.md): Build and customize proposal templates using the block-based editor with drag-and-drop blocks, styling controls, and company branding colors - [Understanding Field Data](https://support.arcsite.com/en/articles/15378833-understanding-field-data.md): Field Data is ArcSite's system for capturing project-level information that isn't tied to a specific drawn object. - [Set Up Field Data \(Admin Guide\)](https://support.arcsite.com/en/articles/15422830-set-up-field-data-admin-guide.md) - [Fill Out Field Data on a Project](https://support.arcsite.com/en/articles/15423097-fill-out-field-data-on-a-project.md) - [Bulk import Field Data questions from a spreadsheet](https://support.arcsite.com/en/articles/15480440-bulk-import-field-data-questions-from-a-spreadsheet.md) - [Change Orders Overview](https://support.arcsite.com/en/articles/12987568-change-orders-overview.md) - [How to Create and Send a Change Order](https://support.arcsite.com/en/articles/12987594-how-to-create-and-send-a-change-order.md) - [Email Proposal Links and Digital Acceptance](https://support.arcsite.com/en/articles/7258243-email-proposal-links-and-digital-acceptance.md) - [How to Edit Invoice Amounts on an ArcSite Proposal](https://support.arcsite.com/en/articles/15122539-how-to-edit-invoice-amounts-on-an-arcsite-proposal.md): Adjust invoice amounts on an approved proposal before recording a payment. - [How to Apply a Paper Check to an ArcSite Invoice](https://support.arcsite.com/en/articles/15122231-how-to-apply-a-paper-check-to-an-arcsite-invoice.md): Process of recording manual payments including check, wire, cash, and other. - [Customize Default Proposal, Invoice, and Change Order email templates](https://support.arcsite.com/en/articles/12859514-customize-default-proposal-invoice-and-change-order-email-templates.md) - [Export Takeoff from Multiple Drawings \(Flat and Structured View\)](https://support.arcsite.com/en/articles/7258285-export-takeoff-from-multiple-drawings-flat-and-structured-view.md) ### Import, Export & Sharing - [Exporting & Sharing Your Work - An Overview](https://support.arcsite.com/en/articles/9042712-exporting-sharing-your-work-an-overview.md) - [Save Your Work to the ArcSite Cloud](https://support.arcsite.com/en/articles/7258286-save-your-work-to-the-arcsite-cloud.md) - [Managing Past Versions of Drawings](https://support.arcsite.com/en/articles/7959730-managing-past-versions-of-drawings.md): How to View, Download, and Compare Versions of ArcSite Drawings, and How to Revert to The Last Version Saved on the Cloud. - [Importing Existing Plans \(PDFs\) into ArcSite](https://support.arcsite.com/en/articles/7258282-importing-existing-plans-pdfs-into-arcsite.md): How to import existing PDF plans into ArcSite: upload to your cloud account, import in the app, or transfer from another app. - [Updating Imported PDFs](https://support.arcsite.com/en/articles/7258284-updating-imported-pdfs.md) - [Customize PDF Uploads](https://support.arcsite.com/en/articles/7258283-customize-pdf-uploads.md) - [Edit Imported PDFs in ArcSite](https://support.arcsite.com/en/articles/7258174-edit-imported-pdfs-in-arcsite.md): Modify an Imported PDF in ArcSite - [Download Your Work](https://support.arcsite.com/en/articles/7258288-download-your-work.md) - [Exporting Your Drawing](https://support.arcsite.com/en/articles/7258287-exporting-your-drawing.md) - [Sharing Your ArcSite Drawing](https://support.arcsite.com/en/articles/7258289-sharing-your-arcsite-drawing.md): How to share your drawing with other ArcSite users - Internal or External - [Send Customers or Co-workers a Download Link](https://support.arcsite.com/en/articles/7258291-send-customers-or-co-workers-a-download-link.md) - [Sharing drawings via a custom link](https://support.arcsite.com/en/articles/8991213-sharing-drawings-via-a-custom-link.md): Learn how to share a view-only version of a drawing via Email or direct URL. ### Manage your Work - [Managing Drawings](https://support.arcsite.com/en/articles/7258292-managing-drawings.md): Learn how to manage drawings: rename, duplicate, and delete drawings from the Drawing Details pane. - [Archiving a Project to Keep Your List Concise](https://support.arcsite.com/en/articles/7258294-archiving-a-project-to-keep-your-list-concise.md) - [Improving Log in Performance using the Archive feature](https://support.arcsite.com/en/articles/8561055-improving-log-in-performance-using-the-archive-feature.md) - [How to Use Forms and Documents](https://support.arcsite.com/en/articles/7258207-how-to-use-forms-and-documents.md): Using Forms in ArcSite - [Using Tags to Organize Your Work](https://support.arcsite.com/en/articles/7258295-using-tags-to-organize-your-work.md) ### Industry Specific Resources - [ArcSite for Production](https://support.arcsite.com/en/articles/7258322-arcsite-for-production.md) - [ArcSite for As-Builts or Redlines](https://support.arcsite.com/en/articles/7258320-arcsite-for-as-builts-or-redlines.md) - [Office-Based Workflows using ArcSite](https://support.arcsite.com/en/articles/7258321-office-based-workflows-using-arcsite.md) - [ArcSite for Auditing - Surveying](https://support.arcsite.com/en/articles/7258318-arcsite-for-auditing-surveying.md): ArcSite for Auditing and Surveying - [ArcSite for Inspections](https://support.arcsite.com/en/articles/7258319-arcsite-for-inspections.md): ArcSite for Inspections - [Getting Started with Pest Control in ArcSite](https://support.arcsite.com/en/articles/13537213-getting-started-with-pest-control-in-arcsite.md): Intro - [Getting Started with your Draw Basic Plan Pest Control](https://support.arcsite.com/en/articles/13537351-getting-started-with-your-draw-basic-plan-pest-control.md): Intro to ArcSite Draw Basic Subscription for Pest Control - [Getting Started with your Draw Pro Plan Pest Control](https://support.arcsite.com/en/articles/13539556-getting-started-with-your-draw-pro-plan-pest-control.md): Intro to ArcSite Draw Pro Subscription for Pest Control - [Getting Started with your Takeoff Plan Pest Control](https://support.arcsite.com/en/articles/13551688-getting-started-with-your-takeoff-plan-pest-control.md): Intro to ArcSite Draw Pro Subscription for Pest Control - [Getting Started with your Estimate Plan Pest Control](https://support.arcsite.com/en/articles/13570866-getting-started-with-your-estimate-plan-pest-control.md) - [Using State-Specific Forms for Pest Control Industry](https://support.arcsite.com/en/articles/12627494-using-state-specific-forms-for-pest-control-industry.md) - [Learn how to add the pre-built Pest Control Shape Library](https://support.arcsite.com/en/articles/7258309-learn-how-to-add-the-pre-built-pest-control-shape-library.md) - [How to Create and Edit Fence Products and Product Groups](https://support.arcsite.com/en/articles/11759168-how-to-create-and-edit-fence-products-and-product-groups.md): Learn how to create and edit your fence products and groups, either on the user site and/or in Excel - [How to Create Your Bundles \(Fence\)](https://support.arcsite.com/en/articles/11759343-how-to-create-your-bundles-fence.md) - [Intro to Product Environment \(Fence\)](https://support.arcsite.com/en/articles/11741062-intro-to-product-environment-fence.md) - [How to Start Building Your Fence Library](https://support.arcsite.com/en/articles/11741235-how-to-start-building-your-fence-library.md) - [Two Ways to Set Up a Fence Library](https://support.arcsite.com/en/articles/11518114-two-ways-to-set-up-a-fence-library.md) - [Advanced Fence Topics: Labor, Custom Calculations, and More](https://support.arcsite.com/en/articles/11826341-advanced-fence-topics-labor-custom-calculations-and-more.md): How to set up labor/other intangible charges; how to avoid overcounting materials; how to set product and bundle level quantity calculations - [ArcSite Fence Library Setup: A Complete Guide](https://support.arcsite.com/en/articles/11832665-arcsite-fence-library-setup-a-complete-guide.md): Fence Library Setup 101 ### Payments & Financing - [Benefits of offering customer financing](https://support.arcsite.com/en/articles/9471311-benefits-of-offering-customer-financing.md): 56% of Americans couldn't cover a $1,000 emergency with just savings. Yet, the average yearly home emergency spending is $2,300. - [How will I know if my customer is approved for financing?](https://support.arcsite.com/en/articles/9472621-how-will-i-know-if-my-customer-is-approved-for-financing.md): Using Sunlight Financial or Wisetack, you'll always be in the know! This article explains the communication process between our lending partners, and you. - [How to send a financing application with ArcSite's Proposals](https://support.arcsite.com/en/articles/7258332-how-to-send-a-financing-application-with-arcsite-s-proposals.md): This article will review how consumer financing appears in the typical estimate and proposal within the ArcSite app. - [Steps for Signing Up for Wisetack in ArcSite](https://support.arcsite.com/en/articles/9467542-steps-for-signing-up-for-wisetack-in-arcsite.md): Follow these short steps to begin offering your customers financing options on projects between $500 and $25,000. - [Wisetack lending FAQ](https://support.arcsite.com/en/articles/9472573-wisetack-lending-faq.md): The following, are common questions when considering the lending process in ArcSite + Wisetack. - [How to Prequalify your customer with Wisetack](https://support.arcsite.com/en/articles/9467600-how-to-prequalify-your-customer-with-wisetack.md): Learn how much your customer has to spend, before you ever send out a proposal. Prequalifying provides a unique upselling opportunity. - [Wisetack Marketing Toolkit](https://support.arcsite.com/en/articles/9472672-wisetack-marketing-toolkit.md): A toolkit designed to make it easier for you to educate your customers about Wisetack. - [Wisetack Loan Payment Calculator](https://support.arcsite.com/en/articles/9522842-wisetack-loan-payment-calculator.md): Plug in the total amount of the project, to see examples of payment options. - [How to Use Sunlight Financial with ArcSite](https://support.arcsite.com/en/articles/14600566-how-to-use-sunlight-financial-with-arcsite.md): Learn how to connect Sunlight Financial to your ArcSite account, include financing options in your proposals, and how homeowners submit their loan application. - [Signing Up for ArcSite Payments](https://support.arcsite.com/en/articles/8921808-signing-up-for-arcsite-payments.md): Learn how to complete the merchant application and begin taking payments directly within ArcSite. - [Document Requirements for Payments](https://support.arcsite.com/en/articles/9415578-document-requirements-for-payments.md): Learn about what documents you may need to provide during your merchant onboarding process. - [What is a Merchant Category Code \(MCC\)?](https://support.arcsite.com/en/articles/9204712-what-is-a-merchant-category-code-mcc.md): Learn which MCC type to use when completing your application. We've included the most commonly used MCC types for your industry. - [How do I update my Bank Account?](https://support.arcsite.com/en/articles/11067476-how-do-i-update-my-bank-account.md): If you need to change or update the bank where customer payments are deposited, follow the steps in this article. - [ArcSite Payment Fees/Processing Times](https://support.arcsite.com/en/articles/9415620-arcsite-payment-fees-processing-times.md): Take advantage of our incredibly low rates and save time with our quick processing times! - [Platform Fee / Automatically Charge the Credit Card Fee to my Customer](https://support.arcsite.com/en/articles/12035982-platform-fee-automatically-charge-the-credit-card-fee-to-my-customer.md): Learn how to setup and manage Platform Fee charges for Card payments. This feature lets you automatically roll the credit card fee onto the customer, eliminating CC fees entirely! - [Receiving Customer Payments \(Video\)](https://support.arcsite.com/en/articles/10629786-receiving-customer-payments-video.md): This video shows how you'll receive customer payments using ArcSite, and how to collect digital signatures on proposals. - [Send receipts from ArcSite for recorded Offline payments](https://support.arcsite.com/en/articles/15971331-send-receipts-from-arcsite-for-recorded-offline-payments.md): Send email receipts for check, cash, or other offline payments recorded in ArcSite, giving customers instant payment confirmation. - [Processing a Refund](https://support.arcsite.com/en/articles/10245793-processing-a-refund.md): If you need to return a payment to a customer, this process will show you how. Any processing fees will not be refunded to the payer or merchant. Option 1: - [How can I manage payments for multiple proposals sent to a client?](https://support.arcsite.com/en/articles/16023745-how-can-i-manage-payments-for-multiple-proposals-sent-to-a-client.md): Learn why only one proposal can be approved and paid when multiple are sent together, and how to send proposals separately to collect payment on each one. ### ArcSite eSignature - [Setting up eSignature](https://support.arcsite.com/en/articles/9737245-setting-up-esignature.md): Learn how to enable eSignature to capture legally binding signatures. - [eSignature Legality & Compliance](https://support.arcsite.com/en/articles/10087864-esignature-legality-compliance.md) ### Integrations - [ArcSite Open API](https://support.arcsite.com/en/articles/7258323-arcsite-open-api.md) - [ArcSite + Housecall Pro](https://support.arcsite.com/en/articles/13702082-arcsite-housecall-pro.md) - [ArcSite + Improveit 360](https://support.arcsite.com/en/articles/7258326-arcsite-improveit-360.md) - [ArcSite + Jobber](https://support.arcsite.com/en/articles/9065131-arcsite-jobber.md) - [ArcSite + JobNimbus](https://support.arcsite.com/en/articles/7258324-arcsite-jobnimbus.md) - [ArcSite + Moasure](https://support.arcsite.com/en/articles/7258328-arcsite-moasure.md): Connect your Moasure to ArcSite to import measurements directly into your drawing on iOS or Android. Draw Pro plan required. - [ArcSite + Quickbooks](https://support.arcsite.com/en/articles/7258331-arcsite-quickbooks.md) - [ArcSite + My Salesman](https://support.arcsite.com/en/articles/14625694-arcsite-my-salesman.md) - [ArcSite + Salesforce](https://support.arcsite.com/en/articles/7258325-arcsite-salesforce.md) - [ArcSite - Salesforce - End User Workflows](https://support.arcsite.com/en/articles/10053444-arcsite-salesforce-end-user-workflows.md) - [ArcSite & ServiceMinder](https://support.arcsite.com/en/articles/15378630-arcsite-serviceminder.md) - [ArcSite + ServiceTitan](https://support.arcsite.com/en/articles/9721543-arcsite-servicetitan.md) - [ArcSite + True](https://support.arcsite.com/en/articles/9671518-arcsite-true.md) - [ArcSite + Zapier](https://support.arcsite.com/en/articles/7258330-arcsite-zapier.md) - [ArcSite + Zoho CRM](https://support.arcsite.com/en/articles/8546212-arcsite-zoho-crm.md) - [Refresh Token Expired \(Improveit 360 and Salesforce\)](https://support.arcsite.com/en/articles/7258179-refresh-token-expired-improveit-360-and-salesforce.md) - [ArcSite + SolutionView Tablet](https://support.arcsite.com/en/articles/9533728-arcsite-solutionview-tablet.md): Integration overview and what you need to know to get started - [Create and Upload ArcSite Drawings in SVT Appointments](https://support.arcsite.com/en/articles/9566592-create-and-upload-arcsite-drawings-in-svt-appointments.md) - [How to Connect ArcSite + SolutionView Tablet](https://support.arcsite.com/en/articles/9533976-how-to-connect-arcsite-solutionview-tablet.md): Set up instructions for the integration between ArcSite and SolutionView Tablet - [Organizing Your Products in ArcSite](https://support.arcsite.com/en/articles/9559107-organizing-your-products-in-arcsite.md)