Articles on: X-DOC

How do I transfer a proposal to X-DRAW?

Overview:


The Transfer to X-DRAW feature in XTEN-AV allows you to convert an existing X-DOC proposal into an X-DRAW design within a selected project. You can choose to create a separate design for each room or combine all proposal rooms into a single design. Once the transfer is complete, you can access the newly created design in X-DRAW to add products, create drawings, and continue working on the 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.



  • If the proposal contains multiple rooms, choose how you want to create the design:
    • Create Individual Designs: Uncheck the Combine all the rooms in Design? option to create a separate design for each room.



  • Create a Single Design: Check the Combine all the rooms in Design? option to combine all proposal rooms into one design.


  • 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.



  • You can also view the newly created design under the selected project.



Note:


  • Ensure the proposal you want to transfer is available under the Proposals section.
  • Select the correct project before submitting the transfer.
  • Check or uncheck Combine all the rooms in Design? based on whether you want a single design or separate designs for each room.
  • Enter a meaningful Design Name to easily identify the newly created design.
  • After the transfer, verify that the design or designs appear under the selected project.




Updated on: 11/09/2026

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