How to create proposal using X-DOC Template?

• You can create a proposal using X-DOC templates by clicking the X-DOC tab and then selecting X-DOC Dashboard from the left navigation menu.

• You will be redirected to the X-DOC Dashboard. Click the Create New button.

• Once you click it, you will be redirected to the Select a Template page. There, you will find multiple predefined proposal templates under Gallery that you can use to create a proposal as per your requirements.
• Hover over any template and click the Use button.

• 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: 09/08/2026