How do I create a new proposal in the X-DOC mobile app?
Overview
You can create a new proposal directly from the mobile app and associate it with an existing project.
Steps to Create a New Proposal
- Open the X-PRO Mobile App and navigate to the X-DOC section.
- Tap the + (Create) icon.
- Once you click on it, you will be redirected to the Templates page. There, you will find multiple predefined proposal templates, which you can use to create proposal as per your requirements. Select any one template and tap on the use option.
- Enter the required proposal details, such as the proposal name and other relevant information. Review the information and tap Create.
- The new proposal will be created and added to the Draft stage in the X-DOC Dashboard.
Updated on: 07/24/2026
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