How to create a design from an existing proposal?

Overview


You can create a new design directly from an existing proposal. This helps save time by reusing proposal details and ensures consistency between the proposal and the design.


Steps to Create a Design from an Existing Proposal


  • Navigate to the Proposals section from the main dashboard. Click on the proposal from which you want to create a design.



  • Click on the Actions icon (three dots) associated with the selected proposal. From the dropdown menu, select Create Design or Create Design from Proposal.



  • Review the auto-filled design details pulled from the proposal and make changes if required. Click the Submit button to generate the design.



  • It will automatically create the BOM for you. Once the BOM is created, click the Draw Manually or DRAW WITH AI button to start creating your drawing




Second Method


  • On the proposal page, you can transfer the drawing to the X-DRAW page. On the right side of the screen, click the Actions button, then select Transfer to X-DRAW.




Updated on: 08/27/2026

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