Can I view items Category Wise items in Rooms & items page/client PDF?
Introduction
In X-DOC, you can view items categorically in the Rooms & Items page or client PDF. This feature allows you to organize your items based on their categories, making navigating through the proposal easier for you and your clients.
Viewing Category-Wise Items in the Rooms & Items Page/Client PDF
- In the proposal editor, click on the Rooms & Items section.
- After clicking on this, select Rooms & Items Settings from the right-hand panel.
- In the settings panel, select Yes for Show Items Categorically, then click Save and Close to apply your changes.
- Once saved, you can view category-wise items under the Rooms & Items section on the x.doc editor page.
- On the right side of the settings panel, you can customize the category heading by adjusting the Background Color, Font Color, Font Size, Font Style under the Frame option.
Related Articles
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- How to View Room Wise Per Item Labor Breakdown in Proposal
- How to Apply Equipment Discount on Individual Line Items in X-DOC
Updated on: 08/27/2026
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