Articles on: x.doc

How do I create a professional proposal for my client?

Overview
Creating a professional proposal allows you to present your design, scope, and pricing in a structured format that can be shared directly with your client for review and approval.



  • You can create a proposal using X-DOC templates by clicking the X-DOC tab and then selecting X-DOC Dashboard from the left navigation menu.


  • You will be redirected to the X-DOC Dashboard. Click the Create New button.



  • Once you click it, you will be redirected to the Select a Template page. There, you will find multiple predefined proposal templates under Gallery that you can use to create a proposal as per your requirements. Hover over any template and click the Use button.



  • Enter the required details and then click Create without AI button.



  • Once the proposal is created, you will be taken to the Proposal Editor page. Here, you can make any necessary changes according to your requirements.

  • You can also create your proposal by uploading the pdf and doc directly here.




Updated on: 09/24/2026

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