Lesson 1. Creating Custom Proposal Templates

The ArcSite proposal builder helps you quickly create documents that win business. In this article, we will cover the basics of creating your first proposal.

Goals:

  • Locate and understand proposal builder fields.
  • Create a new template using standard template sections.

 

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Description:

The proposal builder can help you tailor your client deliverable to your brand and product needs. this course focuses on including basic company information and logo, along with the desired standard display of products, and choice of available sections in the builder.

 

Steps or key points:

  1. Navigate to our browser site at: https://user.arcsiteapp.com and login using the same email and password used for the app> click your email upper right> advanced settings> company account> accounts. Here you can enter in your company name, address and logo in .png or .jpg format. Please see the one minute video below for more.
  2. Click advanced settings upper right then> proposal templates> + create template.

    Select default template. With the default template you start right away with all of our standard sections to help you quickly create your first document. These can be reordered to suit your needs. You can also delete sections you do not need. 

Standard proposal builder sections 

Company Info

This is where you can format how your company information appears.

3 layout options, Logo On Top, Logo On Left, or Logo On Right.

Additionally, formatting options allow you to, change font size, change logo width, add additional text, or hide company name. 

Client Profile

This is where you can format how your client's information appears.

2 layout options. 1 Date, job #, client & sales information. 2. client & sales information only.

Additionally, formatting options allow you to change label names and widths. You can also hide the following: client email, client phone, company information, sales email, & sales detail.

Products

This is where you can select how much product information you would like to show.

9 layout options. All Columns, Name & Quantity, Name & Amount, Name Only, Grouped by Category All Columns, High Level Details, Grouped by Category Name and Amount, Grouped by Category Name and Quantity, Grouped by Category Name Only.

Additionally, formatting options allow you to select how many price digits to show, size columns, or hide fields.

Payment

1 standard layout option.

Additionally, formatting options allow you to hide payment fields, Payment Terms (left/right), & enter your desired payment terms.

Additional Information

1 standard layout option.

Additionally, formatting options allow you to change section name, hide fields, hide yes/no, change alignment, and date format.

Products Not Included  4 layout options. All Columns, Name Only, Name & Quantity, Name & Amount. 
--Page Break--

No options, experiment with placement depending on the length of your average document (normally dictated by the drawings and product amount). 

Drawing

3 layout options. Drawing w Legend Company Logo & Client profile, Drawing w Legend, Drawing Only.

Additionally, formatting options allow you to create a drawing label (for something other than Detail Plan), hide drawing label, and control drawing height. 

Signature

4 layout options. Standard, Columns, Co-Applicant, Initials.

Additionally, formatting options allow you to set margin, & create titles for left and right signature. You can also enter placeholder text for customer and sales.

Location Based Photos

1 standard layout option.

Additionally, formatting options allow you to select number of rows and columns per page.

Please see the video below putting it all together:

 

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