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Proposals
Impress your clients with professional end-customer proposals Impress your clients with professional end-customer proposals.
How do I exclude taxes on my proposal pdf?
On the proposal page, click on the gear icon and select the 'Advance' setting option. Once you click on it, select 'Yes' as an answer to 'Do you want to exclude taxes?' If you click 'Yes', Client pdf will not have the taxes section. Click on the 'Save' button to save your changes.
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How to apply a single tax on all items?
Inside the proposal, click on the gear icon and select the 'General' settings option. Once you click on it, select the 'yes' as an answer to "Would you like to apply single tax on all your items?' Click on the 'Save' button to save your changes.
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How to create proposal for labor?
You can directly create a proposal, by clicking on the 'Proposal' tab, in the left navigation menu. Click on the 'Create Proposal' button, at the right corner of your device screen, to create a proposal.
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How to apply a checklist in a proposal?
Go to the proposal in which you want to apply the checklist. There, you will get the 'Checklist' option, click on it. Select the points that you want in your checklist and click on the 'Save' button to save your changes.
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How to preview each section on the proposal editor page?
On the Proposal Editor page, select the section that you want to preview. Click on the 'Preview' button to see the PDF preview of the section.
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How to apply and edit a template?
Go to the proposal in which you want to apply and edit a template. Under 'Actions', you will have an option to 'Apply and Edit" the template. Click on it and choose the template. You can edit, delete, and share the template which you want. You can also mark any template as default. Click on the 'Apply' button to apply your changes. ![](https://storage.crisp.chat/users/helpdesk/website
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How to add a page to a section in the proposal?
Go to the proposal to which you want to add a page. Click on the 'Pages' option, at the top-right menu. This will lead you to the page where you will see your editable proposal. Click on the section that you want to add the page to. Click on the 'Add page' option and click on the 'Save Changes' button to save your result. ![](https://storage.crisp.chat/users/
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How to show room wise Areas & Items in a client PDF?
On the proposal page, click on the gear icon and select the 'Advance' settings option. Once you click on it, select 'Yes' as the answer to Would you like to have room wise Areas and Items?' Click on the 'Save' button to save your changes.
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How to re-order items in Areas & Items section in the proposal?
Go to the Item which you want to re-order in your proposal, under the 'Areas & Items' section. Click on the drag icon and re-order the product as per your requirement.
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How to add the custom labor section in a proposal?
Go to the proposal to which you want to add labor. Click on the gear icon and then click on the 'Advanced' settings option. Select 'Overall' as an answer to 'What type of labor would you like to work with?'. This will apply to the overall proposal and will reflect in the pricing breakdown section. Click on 'Add Custom Labor Section' and add your custom labor to the design. Click
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How to apply margin for the entire proposal?
On the Proposal editor page, click on 'Settings' and select the 'Margins' option. Enter the margin value as per your requirement. Click on the 'Save' button to save your changes.
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How to add optional products in a proposal?
On the proposal page, click on the gear icon and select the 'Advanced' settings option. Once you click on it, select 'Yes' as an answer to 'Would you like to add any optional products?' Click on the 'Save' button to save your changes. When you select 'Yes', a new section will be added, where in you can add these products. ![](https://storage.crisp.chat/users/help
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How to upload a logo in proposal?
On the Proposal editor page, click on the 'Settings' option, where you get the option to upload a logo.
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How to change the currency in a Proposal?
Inside the proposal, click on the gear icon and choose the 'General' settings option. Once you click on it, select any currency type from the drop-down menu. Click on the 'Save' button to save your changes.
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How can I view a proposal preview?
Under 'Actions', select the 'Client PDF Preview' option to view the proposal preview.
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How to add products in a room?
You can add products to a room by clicking on the 'Add Item' button, in the Areas and Items section. Click on the 'Add Item' button and select the room, from the drop-down menu, in which you want to add products. Search and add the products.
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How to save a proposal as a template?
Go to the proposal which you want to save as a template. Under 'Actions', you will have the option 'Save as a New Template'. Click on it. Enter the name of the template that you want to create and click the 'Save' button.
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How to apply labor for the entire project or roomwise?
On the proposal page, click on the gear icon and then click on the 'Advanced' settings option. Select 'Custom' as an answer to 'What type of labor would you like to work with?'. Click on the 'Save' button. It will create a new section below area & item section. Click on the gear icon under the custom labor section. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/i
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How to apply labor amount, tax, and discount per item?
On the proposal page, click on the gear icon and select on the 'Advanced' settings option. Once you click on it, select 'Per Item' as an answer to 'What type of labor would you like to work with?'. Enter the labor per item. Click on the 'Save' button to save your changes.
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Can I move optional products to a room?
You can move a product from an optional product to a room by clicking on the move button under 'action'. Click on it. Select the room name in which you want to move this product. Click on the 'Save Changes' button to save your changes.
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How to download Integrator proposal pdf?
Under 'Actions', Select the 'Integrator PDF' option. Your proposal will be downloaded onto your system.
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How to download proposal in .zip?
Under 'Actions', you will find the option 'Download Zip'. Click on it. All zipped documents will be sent to your registered email.
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Can I choose an appropriate labor spelling?
On the proposal page, click on the gear icon and select the 'Advance' settings option. From the given choices, choose the spelling option that suits you best. Click on the 'Save' button to save your changes.
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How to add labor in custom labor section?
On the proposal page, click on the gear icon and then click on the 'Advanced' settings option. Select 'Custom' as an answer to 'What type of labor would you like to work with?'. Click on the 'Save' button. It will create a new section below area & item section. Click on the 'Add Labor' under the custom labor section. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000
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How to download BOM from a Proposal?
You can download your BOM from the proposal by clicking on the 'Download' option under the 'Action' button in the 'Areas and Items' section.
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How to change an existing template?
Go to the proposal that you want to make the changes to and save as an existing template. Under 'Actions', select the 'Save Changes to Existing Templates.' Choose the template from the drop-down menu. Click on the 'Save' button to save your changes.
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Can I do undo and redo the work on proposal editor page?
On the proposal editor page, click on the section where you want to undo and redo your work. Select the 'Undo' option and then click on the 'Save Changes' button to save your result.
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How to add display cumulative labor breakdown in client PDF?
Inside the proposal, click on the gear icon and select the 'Advanced' settings option. Once you click on it, Select 'Overall' as an answer to 'What type of labour would you like to work with?'. Check the "display cumulative labor breakdown in client pdf" option. Click on the 'Save' button.
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How to change text font for the entire proposal?
On the Proposal editor page, click on the 'Settings' tab, where you get the option to change the font. Click on it and select the font from the drop-down menu. Click on the 'Save' button to save your changes.
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How to share the proposal for approval?
Under 'Actions', select 'Send for Approval' option to send the proposal to approver. Select the approver from the drop-down menu and the click on the 'Send' button.
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How to change the theme color?
On the Proposal editor page, click on the 'Settings' option and select the 'Select Theme' option. Select the color for your theme from the given options. Click on the 'Apply' button to apply your theme. Click on the 'Save' button to save your changes.
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How to apply margin to each section?
On the Proposal Editor page, select the section to which you want to apply margin. Select the check box to apply margin. Click on the 'Save Changes' button to save your changes.
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How can I show and hide the page number in client proposal pdf?
On the Proposal editor page, click on the 'Settings' option, where you will find the option to show and hide the page number option. If you want to hide your page number, uncheck the 'Page Number' option and click on the 'Save Changes' button to save your result.
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How to unhide/hide product description in the client pdf?
We have a separate section for product descriptions which is "Technical Description of items". On the proposal editor page, go to the technical description section. You will find the option to unhide/hide the section in your proposal by clicking on the eye icon. This will show a separate page in your proposal with technical description of all line items. Click on the 'Save' button to save your changes. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1oh7a9r.pn
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Can I delete a room in the proposal?
Go to the proposal from which you want to delete the room. Under the 'Areas and Items' section, you can delete your room. Click on the 'setting' icon for the room that you wish to delete. Check the "Do you want to delete this room?" option and click on the 'Save' button to save your changes. ![](https://storage.crisp.chat/users/helpdesk/website/6bd69d171d587c00/
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How to edit client details in a proposal?
Go to the proposal in which you want to edit the user details. Click on the 'Edit' button to edit the required client details in the proposal.
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How to create a proposal for a design?
Go to the design for which you want to create a proposal. Select the 'Proposal' tab. Click on the 'Create New' option, which will lead you to the proposal page. Here you can create a proposal for your design.
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How to create copy of a proposal?
Under 'Actions', select 'Make a copy' to copy the proposal. Enter the name of the new copy. Click on the 'Save' button.
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How to apply shipping charges and shipping taxes?
Go to the proposal in which you want to shipping charges and Taxes. Click on the gear icon and select the 'General' settings option. Apply shipping charges and shipping taxes as per your requirement. Click on the 'Save' button to save your changes.
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How to add SLA?
On the proposal page, click on the gear icon and select the 'Advance' settings option. Once you click on it, select 'Yes' as an answer to 'Would you like to add SLA?' You can add the SLA section from the proposal page and edit it according to your requirements. Click on the 'Save' button to save your changes.
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How to apply discount on an individual item instead of all items?
On the proposal page, click on the gear icon and select the 'General' settings option. Once you click on it, select 'Yes' a the answer to 'Would you like to apply equipment discount on individual line items instead of all the items?' Click on the 'Save' button to save your changes.
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How to share a proposal with a client?
You can share your proposal with your client directly from the platform, using the 'Review and Submit Proposal' option.
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How to edit a product in the Areas & Items section in the Proposal?
You can edit the product details in a proposal by clicking on the 'Edit' option in the 'Areas and Items' section. Click on the 'Edit' icon to update the details of the products.
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How to round off my prices in the proposal pdf?
On the proposal page, click on the gear icon and select the 'Advance' settings option. Once you click on it, select 'Yes' as the answer to 'Would you like to round off to a whole number instead of rounding off to two decimal places?' Your prices will now be rounded off in the client pdf. Click on the 'Save' button to save your changes.
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Where can I find a proposal created by a teammate?
You can view a team proposal from the dashboard by clicking on the 'Team Proposals' tab.
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How to add a new element to a section in proposal?
On the proposal editor page, click on the section to which you want to add a new element. Click on the 'Add Element' option and select the element. Click on the 'Save Changes' button to save your result.
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How can I show and hide the table of contents page in the client PDF?
On the Proposal editor page, click on the 'Settings' option, where you get the option to show and hide the table of contents. To hide your table of contents, uncheck the 'Table of Contents' option and click on the 'Save Changes' button to save your result.
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How to create a room in a proposal?
Go to the proposal in which you want to create a room. Under the 'Areas and Items' section, click on the "+" (add) icon. Enter the name for your room and click on the 'Create Room' button.
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How to hide a section in the client pdf?
In the proposal editor page, under the 'Pages' tab, select the section that you want to hide/unhide. In the 'Page Actions' section, you will find the option to unhide/hide the section in your proposal by clicking on the eye icon. Click on the 'Save' button to save your changes.
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How to re-order rooms in Areas & Items section in the proposal?
On the proposal page, Click on the 'Action' button under the Areas & Items section. Once you click on it. click on the 'Reorder rooms' option. Click on the drag icon and re-order the rooms to the desired sequence.. This will also be reflected in your client proposal PDF.
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How to download a client proposal pdf?
Under the 'Actions' option, select 'Client PDF'. Your proposal will be downloaded onto your system.
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How to hide and show Areas & Items headers in a client pdf?
On the Proposal editor page, click on the 'Areas & Items' section, where you get the option to show and hide details in the client pdf. Click on the 'Save' button to save your changes.
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How to show room wise labor in client pdf?
On the proposal page, click on the gear icon and then click on the 'Advanced' settings option. Select 'Custom' as an answer to 'What type of labor would you like to work with?'. Select 'Yes' as an answer to 'Would you like to have room wise labor section in pdf?'. Click on the 'Save' button.
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What is difference between Proposal 2.0 and Proposal 1.0?
Proposal 2.0 provides a fully flexible design, editing, and proposal generation experience to the users on the platform. With added attributes of simplified navigation, modification of pages, and creation of proposal templates, users can update their client proposals as necessary. An attentive focus on enabling comprehensive proposals, based solely on user feedback, Proposal 2.0 is now equipped with extensive customizable setting options, including header & footer settings, customizabl
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How to add markup/margin in the proposal?
Inside the proposal, click on the gear icon and select the 'General' settings option. Once you click on it, you can switch between markup or margin. Click on the 'Save' button to save your changes.
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How to delete a page from a section in the proposal?
On the proposal editor page, select the section from which you want to delete the page. Select the 'Delete Page' option and click on the 'Save Changes' button to save your result.
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How to create an invoice in QuickBooks?
To create an invoice in the QuickBooks first you need to connect XTEN-AV with QuickBooks. To connect with Quickbooks, please see the reference link:- https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-quickbooks-online-version-ypel3c/ Go to the proposal, under the 'Action' button you will find the 'create/update invoice' option. Click on it and create your invoice as per your requirement. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1qgln4t.png
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How to mark a proposal as default?
Go to the project in which you want to mark a proposal as default for the particular project. Click on the 'View' button and click on the 'Mark as default' button.
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How to add a section in the Proposal?
Go to the proposal in which you want to add a new section. Click on the 'Pages' button, on the top-right corner of your screen. This will lead you to the page where you will see your editable proposal. Here, select the 'Add Section' option and name your section accordingly. ![](https://storage.crisp.chat/users/helpdesk/website/320fa9059ccb0c00/9399c3e5-4851-4b09-a90e
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How to duplicate page in a section?
On the proposal editor page, click on the section in which you want to duplicate a page. Click on the 'Duplicate Page' option and select the 'Save Changes' button to save your result.
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Can I change the custom products logo with our company logo?
Click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the 'Organization Logo' option under the 'Organization settings' tab. You can upload your logos in .png/.jpeg format, by clicking on the 'Upload your Image' button. Please mark your logo as default in organization settings. The logo marked as default will then appear in the client proposal pdf. ![](http
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How to apply margin for the Labor?
On the proposal page, click on the gear icon and then click on the 'Advanced' settings option. Select 'Custom' as an answer to 'What type of labor would you like to work with?'. Click on the 'Save' button. It will create a new section below area & item section. Enter the 'Margin' under the custom labor section. Click on the 'Apply' button to apply your margin ![](https://storage.crisp.chat/users/helpde
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How to update footer on the proposal editor page?
On the Proposal editor page, click on the 'Settings' option, where you get the option to customize the header and footer. Here you can update your footer as per your requirements.
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How to unhide/hide section under the proposal templates?
Please follow the below steps to hide the section under proposal templates: On the proposal editor page, click on the "Apply template" option under the Template section. Click on the edit button on which template that you want to edit. Go to the section you want to hide and click on the "Eye" icon to hide the sectio
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How do I sync BOM products with Proposal?
Please follow the steps to sync you BOM products in the Proposal: Go to the ‘Area & Item’ section under the Proposal and click on the ‘Sync with Design’ button under the Actions button. Select the room from the drop-down menu which you want to sync and hit the Sync button in order to see the updated results. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/sync-
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How to re-order section in the proposal?
On the proposal editor page, click on the section you want to re-order. Drag and drop a section to reorder it.
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How to re-order section in the proposal template?
On the proposal editor page, click on the "Apply template" option under the Template section. Click on the edit button on which template that you want to edit. Click on the section you want to re-order. Drag and drop a section to reorder it. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/im
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How to update a Cover photo in a proposal?
On the proposal editor page, click on the ‘Add element’ option under the ‘Cover Page’ option to add a new cover photo to the current proposal. Choose/upload the image you want to be the cover photo and crop it as per your requirements and click on the ‘upload image’ button. You can also save this as a t
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How to unhide/hide the Labor breakdown section in the client pdf?
On the proposal editor page, go to the Labor breakdown section. You will find the option to unhide/hide the section in your proposal by clicking on the eye icon. Click on the 'Save Changes' button to save your changes.
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How to unhide/hide Terms & Conditions section in the client pdf?
On the proposal editor page, go to the Terms & Conditions section. You will find the option to unhide/hide the section in your proposal by clicking on the eye icon. Click on the 'Save Changes' button to save your changes.
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How to unhide/hide Project Description section in the client pdf?
On the proposal editor page, go to the Project Description section. You will find the option to unhide/hide the section in your proposal by clicking on the eye icon. Click on the 'Save Changes' button to save your changes.
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Can I hide/unhide a room in the proposal?
Go to the proposal in which you want to hide/unhide the room from the client pdf. Under the 'Area and Items' section, you can hide/unhide your room. Click on the 'setting' icon for the room that you wish to hide/unhide from the client PDF. Check the Do you want to hide this room and its items from the client PDF?" option and click on the 'Save' button to save your changes. 