How can I automatically generate a proposal from a floor plan that already includes products?

To generate a proposal from a floor plan, you first need to complete the design using that floor plan.

Please refer to the Link below for step-by-step instructions on how to create a design with a floor plan: https://knowledgebase.xtenav.com/en-us/article/how-to-create-x-draw-design-with-floor-plan-8aspmu/

Once the design is created and all required products are added, these products will automatically be captured in the Bill of Materials (BOM). The BOM acts as a summary of all items included in the design. Please refer to the link for step-by-step guidance on how to add products in BOM: https://knowledgebase.xtenav.com/en-us/article/how-to-add-delete-a-product-from-bom-nnkwf9/step-by-step

After verifying the BOM, you can proceed to create the proposal. Since the proposal is generated based on the BOM, all products added to the floor plan will automatically be reflected in the final proposal. Here is the link where you can how to create a design proposal: https://knowledgebase.xtenav.com/en-us/article/how-to-create-a-proposal-for-a-design-using-xdoc-x00lk/

Updated on: 03/24/2026