How do I transfer a proposal to X-DRAW?

The Transfer to X-DRAW feature allows users to convert an existing proposal into an X-DRAW design within a project.

Navigate to the X-Doc Dashboard from the left navigation menu.

Under the Proposals section, locate the proposal you want to convert.
Click the three-dot menu (⋮) on the proposal card, then select Transfer to X-DRAW from the dropdown menu.

Enter the Design Name.

Select the project from the Project dropdown menu in which you want to create the design.

After entering all the required details, click Submit.

Once you click Submit, a new design will be created under the selected project. You will then be redirected to the X-DRAW design page, where you can search for and add products to your design, create drawings, and continue working on the project.

Updated on: 07/06/2026