The video below shows a brief demonstration of the ArcSite and improveit 360 Integration for uploading documents, CAD drawings, and signed Proposals from ArcSite to improveit 360.
Please open a Ticket if you're interested in setting up an ArcSite integration for your Sales team!
The ArcSite and Improveit 360 integration is a paid service and portions of the Setup must be completed by improveit 360's Solutioning Team. This integration is a $500 one-time setup fee. See also: ArcSite and improveit 360 Setup Steps
Note: The Email Address of the Sales Rep must be an exact match between the improveit 360 Staff record and the ArcSite User's email address. This allows the User to be Assigned Appointments as see the Project in ArcSite.