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# How do I create a proposal using my X-DOC template?

**Overview**

X-DOC templates help you standardize your proposal documents by reusing predefined layouts, sections, and content. You can create a new proposal using any saved X-DOC template to save time and maintain consistency across your projects.

**Steps** **to** **create** **a** **proposal** **using** **My** **template**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_wmgnb9.png)

* Clicking this option will take you to the Templates page, where you can view all your saved templates.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_lkasx5.png)

* Hover over any template to **Preview** it and review the complete template before creating your proposal.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1u6zg5o.png)

* Preview the template once you have verified the content, click the **Use This Template** option on the right side to create a new proposal using the selected template.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_kca46g.png)

* 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.**

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_3cy0jb.png)

* 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1n1xrp4.png)

### Related Articles

* [How to Create Proposal Using X-DOC Template](https://knowledgebase.xtenav.com/en-us/article/how-to-create-proposal-using-x-doc-template-166dub9/)
* [How to Save X-DOC Document as a Template](https://knowledgebase.xtenav.com/en-us/article/how-to-save-x-doc-document-as-a-template-3k03k6/)
* [How Do I Manage X-DOC Templates](https://knowledgebase.xtenav.com/en-us/article/how-do-i-manage-x-doc-templates-1t5po97/)
* [How Do I Save a Predefined X-DOC Template as My Own Template](https://knowledgebase.xtenav.com/en-us/article/how-do-i-save-a-predefined-x-doc-template-as-my-own-template-1oxsj90/)
* [Where Can I View My Created X-DOC Templates](https://knowledgebase.xtenav.com/en-us/article/where-can-i-view-my-created-x-doc-templates-wpkne6/)