Accelerate Proposals: Now Create Client-Ready Quotes from the Web

ArcSite is streamlining the most crucial step of your sales process: proposal creation. This new update allows you to easily generate client quotes directly from your web browser.

This new flow immediately connects the power of drawing-based, actionable plans to your sales process. Now, managers, owners, and office staff can easily close the gap between the field sketch and the client signature, eliminating administrative friction and accelerating sales.

What is the New Web Proposal Flow?

This update enables users to instantly start a Proposal directly from the main Proposal list page on the web, streamlining the process for those working from a desktop browser.

Why This Update Matters

• Less Double Entry: This change eliminates the need for office teams to manually relay data or jump between tools. The process is now simplified, enabling smoother administrative workflow and better record keeping.
• Proposal Fidelity: Immediately connect the new Proposal to the original Project Drawing. This ensures pricing accuracy, provides a clear visual for the client, and maintains a clean digital trail.

Proposal Creation within ArcSite

Creating a proposal from the web is now a simple, four-step process:

1. Start the Process: Go to the Proposals page on the web and click the primary button.
2. Enter Details: Fill in the necessary Proposal details.
3. Connect the Project: Click into the Project selection to view and select from your most recent projects.‍
4. Finalize: Select the specific drawing and create the Proposal.

Getting Started with the New Web Flow

Existing customers can log in to the ArcSite web portal today to experience the simplified proposal workflow.

If you haven't introduced ArcSite into your workday, sign up for a free 14-day trial from the Apple Store or Google Play Store and experience ArcSite's powerful set of tools. Or, schedule a demo to see our full suite of professional features!

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