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 "Templates" from the left navigation menu.

• Once you click on it, you will be redirected to the Manage Templates page. There, you will find multiple predefined proposal templates, which you can use to create proposal as per your requirements..

• Hover over any template to Preview it and review the complete template before creating your proposal.

• Once you have verified the content, click the Use This Template option on the right side to create a new proposal using the selected template.

• After clicking the Use button, you will be redirected to the proposal creation page. 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: 06/10/2026