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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.



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



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



  • 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.



  • 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.




Updated on: 09/30/2026

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