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.

Steps to Create a Proposal

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

• Once you click on it, you will be redirected to the Proposal Templates page. There, you will find multiple predefined proposal templates, which you can use to create proposal as per your requirements..

• Hover your cursor over any template to view available options, including Preview (to view the complete template before creating a proposal) and Use (to create a proposal using the selected template).

• After clicking the Use button, you will be redirected to the proposal creation page. 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: 05/22/2026