Articles on: X-DOC

How do I customize Sections in a proposal?

Overview


In XTEN-AV, you can customize proposal sections in the X-DOC editor by adding elements such as Text Box, Image, PDF, Shapes, Drawing, as well as variables and repeaters.


Adding elements


  • Open the required proposal or document in the X-DOC editor.
  • Navigate to the section where you want to add or customize content.
  • Click on the Add Element option on the right side of the page to add an element.



  • A list of element types will appear, such as Text Box, Image, PDF, Shapes, Pricing, and Drawings.
  • Select the required element type based on your requirement.



  • After selecting the required element, click anywhere on the page to insert the selected element.



Adding Variables


  • Select the element where you want to add the Variables on any page. The Variables menu will appear on the right side of the editor.




  • From the Variables menu, choose the variable you want to insert and click the Plus (+) icon next to the variable name.


  • Once added, the selected variable will appear in the chosen text box.



Using the Repeater Feature


  • Open your X-DOC document and select the element you want to repeat across pages.




  • Enable the Repeater option to apply the selected element to all pages.




  • After enabling the option, the image will appear on all pages.



Note:- Repeaters are not applied to the Cover pages.



Updated on: 11/09/2026

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