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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 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 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 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.  icon. Enter the name for your room and click on the 'Create Room' button.
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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 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 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 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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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 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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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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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 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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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 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 create an invoice using the proposal?
To create an invoice in the proposal first you need to connect XTEN-AV with QuickBooks. 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.
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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 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 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 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 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. ![](https://storage.crisp.ch
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How do I download Room Wise items in BOM?
Please follow the mentioned steps to download the Room wise item in your BOM. 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. Go to the ‘Area & Item’ section under the Proposal and click on the ‘Download BOM’ butto
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