Change Order

• How to create a Change Order?

  The change order is created when any contact asks for changes in the Rooms and items after any proposal is viewed or accepted by the contact. On the x.doc dashboard, go to the x.doc document for which you want to create change order. Click on the "Change Order" option under the "Action" option. Once you click on it, it will lead you to the page where you can create a change order by clickinPopular

• How to recall an already submitted Change Orders document?

  On the X.doc dashboard, go to the change order document you want to recall. Click on the "Change Order" option under the "Action" option. Once you click on it, it will take you to the page where you can view all your created change orders. Once you navigate to the change order page, you needPopular

• How to view the created Change Orders?

  On the X.doc dashboard, go to the x.doc document whose change order you want to view. Click on the "Change Order" option under the "Action" option. Once you click on it, it will take you to the page where you can view all your created change orders. Once you navigate to the change order paSome readers

• How to delete a Change Order?

  On the X.doc dashboard, go to the x.doc document whose change order you want to delete. Click on the "Change Order" option under the "Action" option. Once you click on it, it will take you to the page where you can see all your created change orders. Click on the Actions icon Once you nSome readers

• Where I can view the updated Change Order in my x.doc document?

  After the client accepts the change order, it will appear as a new section in your x.doc document. To view the change order in your x.doc document, go to the x.doc document for which you created a change order. You can view the all changes in your x.doc document Rooms & Items section. AlsoSome readers

• How to Customize the Change Order Prefix Format?

  Overview Organizations can customize the Change Order Prefix format to maintain a consistent naming structure for change orders across projects. This helps improve project organization, tracking, and internal documentation standards. Steps to Customize the Change Order Prefix From the Main Dashboard, click on the “Settings” option in the top-right profile area. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1lm9Few readers

Mobile

• How do I find a specific proposal quickly on mobile app?

  Overview You can quickly locate a specific proposal in the mobile app by using the Search bar available on the X-DOC Dashboard. Steps to Find a Specific Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. Tap the Search bar at the top of the screen. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/Few readers

• How do I assign tags to a proposal on mobile app?

  Overview You can assign tags to a proposal in the mobile app to help organize, categorize, and quickly identify proposals. Steps to Assign Tags to a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![](https://storage.crisp.chat/users/helpdesk/wFew readers

• How do I navigate the X-DOC Dashboard in the mobile app?

  Overview The X-DOC Dashboard provides a central location to access and manage your proposals and other document-related items. You can easily navigate through different sections using the available tabs and navigation options. Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document categoFew readers

• How do I create a new proposal in the X-DOC mobile app?

  Overview You can create a new proposal directly from the mobile app and associate it with an existing project. Steps to Create a New Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. Tap the + (Create) icon. Once you click on it, you willFew readers

• How do I delete a proposal on mobile app?

  Overview You can delete a proposal directly from the mobile app if it is no longer required. Deleting a proposal permanently removes it from your account. Steps to Delete a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![](https://storage.crisp.chatFew readers

• How do I open a proposal from the Dashboard mobile app?

  Overview You can open any proposal directly from the X-DOC Dashboard to view its details, review its contents, or perform additional actions. Steps to Open a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. Tap the proposal card that you want to open.Few readers

• How do I search for a proposal in the X-DOC mobile app?

  Overview You can quickly search for a proposal in the mobile app using the search bar available on the X-DOC Dashboard. Steps to Search for a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document categories. Tap the Search bar at the top of the screen.Few readers

• How do I access more options for a proposal on mobile app?

  Overview The More Options menu provides quick access to additional actions you can perform on a proposal, such as moving it to another stage, sharing it, sending it for approval, viewing activity logs, assigning tags, downloading it as a ZIP file, or deleting it. Steps to Access the More Options Menu Open the X-PRO Mobile App and navigate to the X-DOC section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_guarFew readers

• How do I access the Proposal Options menu in the X-DOC mobile app?

  Overview The Proposal Options menu provides quick access to actions you can perform on a proposal, such as moving, sharing, reviewing, downloading, or deleting it. Steps to Access the Proposal Options Menu Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available docFew readers

• How do I download a proposal as a ZIP file on mobile app?

  Overview You can download a proposal and its associated documents as a ZIP file directly from the mobile app. Steps to Download a Proposal as a ZIP File Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![](https://storage.crisp.chat/users/heFew readers

• How do I view the activity logs for a proposal on mobile app?

  Overview You can view the Activity Logs of a proposal in the mobile app to track all actions performed on the proposal, such as creation, updates, approvals, and sharing history. Steps to View Activity Logs Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![Few readers

• How do I move a proposal to another stage on mobile app?

  Overview The Mobile App allows you to update the stage of a proposal. Moving a proposal to the appropriate stage helps keep you organized and provides accurate visibility into the proposal's current status. Steps to Move a Proposal to Another Stage Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displayiFew readers

• How do I access the X-DOC Dashboard on mobile app?

  Overview You can access the X-DOC Dashboard directly from the mobile app to view and manage your proposals. Steps to Access the X-DOC Dashboard Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document categories. ![](https://storage.crisp.chat/users/helpdesk/Few readers

• How do I send a proposal for approval in the mobile app?

  Overview You can send a proposal for approval directly from the mobile app. This allows the designated approver to review the proposal before it is shared with the client. Steps to Send a Proposal for Approval Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available documeFew readers

• How do I share a proposal from the X-DOC mobile app?

  Overview You can share a proposal directly from the X-DOC mobile app, allowing clients or team members to access the proposal quickly. Steps to Share a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document. ![](https://storage.crisp.chat/users/helpdesk/weFew readers

• How do I submit a proposal in the mobile app?

  Overview You can submit a proposal directly from the X-DOC mobile app after reviewing its details. Once submitted, the proposal is processed according to your organization's workflow. Steps to Submit a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, locate the proposal you wants to submit and click onFew readers

• How do I delete a proposal in the mobile app?

  Overview You can delete a proposal directly from the X-DOC mobile app if it is no longer needed. Once deleted, the proposal will be permanently removed from your account. Steps to Delete a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, locate the proposal you wants to delete and click on the three doFew readers

• How to show or hide the description in Payment Schedule in X-DOC?

  In X-DOC, the Payment Schedule section allows you to define structured payment milestones within a proposal. You can also control the visibility of the description field based on your requirement. This helps you either display additional payment-related details or keep the section clean and minimal.Few readers

• How to edit the name of Payment Schedule in X-DOC?

  Payment Schedule allows you to define structured payment milestones within a proposal. You can also update the name of an existing Payment Schedule to ensure better clarity, alignment with project requirements, or client-specific labeling.Few readers

• How to Remove the Milestone from Payment Schedule in X-DOC?

  You can delete the Payment Schedule section from the proposal when it is no longer needed or relevant.Few readers

• How to create and manage a Payment Schedule in an X-Doc?

  The Payment Schedule feature in X-DOC allows you to define how and when your client will make payments for a project. You can divide the total proposal amount into multiple payment milestones, such as an initial deposit, payment before installation, and the remaining balance upon project completion. This makes it easier to clearly communicate the project's payment terms to your client within the proposal.Few readers

• Are Proposal ID Changes Applied in Real Time Across the Organization?

  Overview Yes. Changes made to the Proposal ID settings are applied organization-wide in real time. Once the updated settings are saved, the new Proposal ID format is automatically used for all newly created proposals. How It Works When an Administrator or authorized user updates the Proposal ID settings, the system immediately applies the new configuration across the organization. No additional setup, synchronization, or manual action is required. The following changes are supported:Few readers

• At which stages can a proposal be duplicated?

  Learn at which stages a proposal can be duplicated in XTEN-AV and streamline proposal revisions without recreating project proposal.Few readers

• Can I change the custom products logo with our Company Logo?

  Learn how to customize product branding and replace default logos with your company logo in XTEN-AV.Some readers

• Can I consolidate multiple BOMs into one proposal without losing the pricing I've already entered?

  Yes, you can consolidate multiple BOMs from a design into a single proposal by creating the proposal from the project page. Click on All Projects from the left panel. Locate the project for which you want to create a proposal, then click on the Gear (⚙️) icon next to the project name. From the dropdown menu, select Create Proposal to begin creating your proposal. Or you can fromFew readers

• Can I control what my client sees in shared documents?

  Yes, while editing the proposal, you can control what the client sees in the document by showing or hiding specific components of the proposal. Here are some helpful guides for managing proposal visibility: To show or hide details in the proposal: How to Show/Hide Details in X-DOC To show or hide summaries for rooms and items in the proposal: [Show or Hide Summary for Rooms andFew readers

• Can I create a blank proposal without using a template?

  Overview In XTEN-AV, it is possible to create a proposal without using a predefined template by starting with a blank proposal. This allows full flexibility to design and structure the proposal based on specific project requirements. Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. You will be redirected to the X-DOC Dashboard page. CliFew readers

• Can I create proposals for clients using your service?

  Navigate to the X-DOC section in the left navigation menu and select X-DOC Dashboard. On the dashboard page, click the Create button to proceed with proposal creation. Related Articles [How to Create Proposal for Project](https://knowledgebase.xtenav.com/en-us/articleFew readers

• Can I customize the proposal layout with my company branding?

  Overview Yes, you can customize your proposal layout using your company branding. This allows you to present a professional and consistent look to your clients. Navigate to the page in the x.doc editor where you want to add the Company logo. Click on the Add Element option on the right side of the screen. Select the Image option. Here, you can upload an Company logo as an iFew readers

• Can I Delete a Room in the Proposal?

  Learn how to remove rooms from proposals while maintaining accurate project documentation and BOMs.Some readers

• Can I edit a proposal after moving it to the archive?

  As per the current functionality, you cannot edit a proposal while it is in the archive. To edit the proposal, you need to restore it first. Once restored, you will be able to make changes. To restore the proposal, navigate to and open the X-DOC dashboard, then click on the Archive button located at the top-right corner of the page. You will be redirected to the *Archived DocumentsFew readers

• Can I edit a proposal after sending it to the client?

  Overview Once a proposal has been sent to the client, it cannot be edited directly. To make any changes, you will need to recall the proposal, which will move it from the Sent stage back to the Draft stage. Kindly follow the steps below to proceed: From the x.doc dashboard, locate the document you want to recall. You can only recall proposal from Sent and Viewed stage For the sFew readers

• Can I Hide/Unhide a Room in the X-DOC editor/Client PDF?

  Learn how to control room visibility in x.doc documents and client-facing proposal PDFs.Some readers

• Can I include drawings and product details in my proposal?

  Learn how to include schematics, layouts, and product information in XTEN-AV proposals for better client presentations.Few readers

• Can I move an accepted proposal back to the draft stage?

  You cannot move an accepted proposal back to the draft stage. You can create a copy of the proposal and then start editing it. To create a copy, navigate to and open the X-Doc dashboard. Click on the three-dot menu of the proposal you want to copy, then select the Make a Copy option from the dropdown menu. A window will pop up asking for the details of the copy you are creating.Few readers

• Can I view items Category Wise items in Rooms & items page/client PDF?

  Learn how to organize and view products by category within Rooms & Items pages and client PDFs.Some readers

• Can you help me create project proposals for my clients?

  Learn how XTEN-AV helps AV integrators create polished client proposals, pricing documents, and project presentations.Few readers

• Difference Between "Transform with AI" and "Rewrite with AI"

  Overview The Scope of Work (SOW) editor provides two AI-powered features that serve different purposes: Transform with AI – Updates the SOW by incorporating information from the Bill of Materials (BOM). Rewrite with AI – Modifies the existing SOW content by improving, shortening, expanding, or refining the text. Understanding when to use each option helps ensure your SOW remains accurate, complete, and professionally written. Transform with AI Use Transform with AI whenFew readers

• Does the Business License in XTEN-AV include Inventory Management features?

  Yes, XTEN-AV includes an Inventory Management feature. You can access it within X-DOC. Click on the menu icon located in the top-left corner of the screen. From the navigation panel, select the X-DOC Dashboard option to proceed. Please navigate to the Accepted Proposal stage, click on the three dots (⋮), and from there you will find the Inventory Management oFew readers

• Does XTEN-AV support supplier-specific currencies?

  Overview XTEN-AV supports multiple currencies, enabling users to create and present proposals in the currency that best suits their clients and project requirements. This flexibility helps organizations manage projects across different regions and markets while maintaining consistent pricing and proposal presentation.. Supplier-Specific Currency Support XTEN-AV does not assign currencies at the individual supplier level. Instead, currency selection is managed at the proposal level. WhFew readers

• Enable "domain-wide delegation" for your GSuite domain

  Enabling Domain-Wide Delegation in GSuite Domain-wide delegation in GSuite allows an administrator to control whether users can delegate access to their GSuite account. This is particularly useful when using GSuite for business mail. **Please ensure that the administrator of your mail domain has enabled "domain-wide delegation" for your GSuite domain. ** In order to turn on domain-wide delegation for your GSuite domain, follow the steps mentioned below- Sign in to your GSuite admiPopular

• How Can a Client Accept a Proposal?

  Once a proposal has been submitted through X-DOC, the client receives a link to review the document online. From there, they can view the details, add comments if needed, and formally Accept or Decline the proposal.Few readers

• How can a Client Decline a Proposal?

  If a client reviews a proposal and decides not to move forward, they can decline it directly from the shared proposal link. Declining notifies the sender so they can follow up or revise the proposal as needed.Few readers

• How can a client request changes to a proposal?

  Overview If a client reviews a proposal and wants something adjusted — pricing, scope, equipment, terms, or any other detail — they can request changes by adding comments directly on the proposal. This lets the sender know exactly what needs to be revised before the client signs or accepts. The client receives an email with a link to the proposal. Clicking the link opens the proposal iFew readers

• How can a Client Review, Sign, and Accept a Proposal?

  The Client Proposal Signing feature allows clients to securely review, sign, and accept proposals directly from their browser. Clients can review the project scope, pricing, BOM, and terms before adding their signature and accepting the proposal. This provides a convenient and streamlined approval process while allowing the proposal status to be updated to **Accepted** once the signing process is completed.Few readers

• How can a client sign a proposal?

  Overview When a proposal includes a signature element, the client can review the document and add their digital signature directly on the proposal page — no printing, scanning, or third-party e-signature tool required. The client receives an email notification with a link to the proposal once it has been submitted. Clicking the link opens the proposal in the client's web browser. TFew readers

• How can I add a Miscellaneous Item to a proposal?

  Overview: The Miscellaneous Item feature allows users to add custom items to the Pricing Breakdown of a proposal. Users can define the item name, select the applicable category, enter the cost and amount, and optionally sync the amount with the cost. The feature also supports applying discounts and taxes and entering values as either a percentage or fixed amount. Once saved, the Miscellaneous Item is displayed under the Pricing Breakdown section. Add a Miscellaneous Item Open the propFew readers

• How can I add Labor to my proposal in XTEN-AV?

  In X-DOC, you can add labor within your proposal. To add labor to the proposal, open the proposal and navigate to the Labor Settings under the Rooms and Items section. Once you click on it, you will be navigated to the Labor Settings page, where you can set and add labor to your proposal. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imFew readers

• How can I adjust the labor or equipment discount in the Pricing Breakdown of my proposal?

  Learn how to customize labor and equipment discounts in XTEN-AV proposals and pricing breakdowns.Few readers

• How can I create a clean proposal with a signature for my design?

  Learn how to build professional AV proposals with client signatures, pricing, and project details.Few readers

• How can I create tags on x.doc?

  Overview You can create tags in x.doc to help organize and categorize documents and proposals Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. On the x.doc dashboard page, click on the + icon next to the proposal section. The **Few readers

• How can I print the complete Inventory list of items needed for my project?

  Learn how to generate and download a complete project inventory list from x.doc in Excel or PDF format for procurement and record keeping.Few readers

• How can I Resync Per Item labor to items on the Rooms & Items page?

  Learn how to re-sync per-item labor headers with group labor settings in x.doc proposals and maintain accurate labor calculations.Some readers

• How can I track whether my client has viewed or approved the proposal?

  Overview XTEN-AV allows you to track your client’s proposal activity directly from the dashboard through X-Doc. This helps you monitor whether your proposal has been viewed or accepted, making it easier to stay updated on your client’s progress. Under X-Doc, you can track your proposal based on its stage, such as: Viewed – Indicates that your client has opened and reviewed the proposal Accepted – Indicates that your client has approved the proposal ![](https://storage.crisp.chaFew readers

• How can I use inventory management in X-DOC?

  Overview Inventory management in x.doc becomes essential when a contact has accepted a proposal, and you need to update the status of your items accordingly. Here's a step-by-step guide on how to use the inventory management feature in x.doc: Accessing Inventory Management From the x.doc dashboard, click on the 'Inventory Management' option under the "Action" button. **ChanFew readers

• How Can Organizations Customize the Proposal Prefix Format?

  Overview Organizations can customize the Proposal Prefix format from the Project & Proposal Numbering settings in XTEN-AV. Steps to Customize the Proposal Prefix From the Main Dashboard, click on the “Settings” option in the top-right profile area. Once you click on it, you will find the “Project & Proposal Numbering” option under the **“OrganizatFew readers

• How can the user view the proposal after it has been accepted by the client?

  Once a client reviews and accepts a proposal, you (the user) don't need to go looking for it — you're notified right away, and the proposal automatically moves to the Accepted stage on your X-Doc dashboard, where you can open it anytime to view the details.Few readers

• How do I access the Templates page in x.doc?

  There are two ways to access the Templates page. You can access it from the X-DOC Dashboard or directly from the XTEN-AV Main Dashboard. Option 1: From the X-DOC Dashboard Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard. In the top-rightFew readers

• How do I add labor headers?

  Overview Labor headers help organize and categorize labor activities in your proposal, allowing you to assign custom categories for more accurate estimation and reporting. Open your proposal and navigate to the Rooms & Items page. Click Labour Settings from the right side of the page. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-20_Few readers

• How do I add Labor in XTEN-AV?

  Click on Settings from the top right profile area. Navigate to x.doc Settings and click on Labor Settings. Please click on Per Item, and then select Add Labor to proceed. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-28_agxFew readers

• How do I add new items from the bill of material to my current proposal?

  Learn how to transfer products from your bill of materials into active proposals in XTEN-AV.Few readers

• How do I add pricing, taxes, and discounts to my proposal?

  Learn how to customize proposal pricing, taxes, discounts, and profit margins in XTEN-AV.Few readers

• How do I apply an SOW template?

  Overview You can apply a Scope of Work (SOW) template in XTEN-AV to replace an existing SOW with a new standardized format. This helps ensure consistency when switching to a new template structure. Navigate to the project where you want to apply the Scope of Work (SOW). Hover your cursor over the SOW section and click the Eye icon to open it. You will be redirected to the SOW ediFew readers

• How do I arrange elements (Bring to Front/Back) in x.doc document?

  Overview You can move an element in front of or behind other overlapping elements. This is useful when working with images, shapes, text boxes, and other design elements to achieve the desired layout. Open the required proposal in X-DOC. Select the element you want to arrange. In the right-side panel, under Arrange, click Bring to Front. ![](https://storage.crisp.chat/Few readers

• How do I assign a vendor to a product in Inventory Management in X-DOC?

  Overview You can assign vendors to products in X-DOC Inventory Management to simplify procurement and quickly identify suppliers when creating purchase orders. Method 1 From the Dashboard, navigate to X-DOC dashboard from the left-side navigation menu. From the x.doc dashboard, click on the 'Inventory Management' option under the "Action" button. ![](https://storageFew readers

• How do I browse x.doc templates by category?

  Kindly click on the X-Doc tab and then selecting Templates from the left navigation menu. At the top of the page, you will see the title Manage Templates. Below the title, you will find the Gallery section, which contains a collection of pre-designed templates provided by XTEN-AV. These templates are organized into various categories, such as Business, **Building ManagemFew readers

• How do I change Page Orientation in x.doc documents?

  In XTEN-AV, you can change the page orientation. This allows you to switch between portrait and landscape layouts based on your document requirements. Method 1 To change the page orientation in the current proposal, navigate to the Page Orientation section on the right side of the page. Select the required orientation. A confirmation pop-up will appear; click on the Change optFew readers

• How do I change PDF page orientation?

  Overview In XTEN-AV, you can change the PDF page orientation. This allows you to switch between portrait and landscape layouts based on your document requirements. Method 1 To change the page orientation in the current proposal, navigate to the Page Orientation section on the right side of the page. Select the required orientation A confirmation pop-up will appear; click on tFew readers

• How do I change PDF page size?

  Overview In XTEN-AV, you can change the PDF page size to match different document requirements such as A4, Letter. This helps ensure your proposals and drawings are properly formatted for printing or sharing. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the **Preset Style SettiFew readers

• How do I change the page background color in an X-DOC document?

  Overview X-DOC allows you to customize the appearance of elements by changing their background color. This helps you highlight important content, improve readability, and maintain a consistent design throughout your proposal. Open the required proposal in X-DOC. Go to the page and from the right-side panel, locate the Change Background Color option. Click the color pickFew readers

• How do I configure Custom Labor in X-doc?

  Overview The Custom Labor feature in XTEN-AV allows you to create and manage your own labor items based on your organization's installation requirements. Open the proposal in which you want to make changes. Click on the “Rooms & Items” option located in the left menu bar, then click on “Labor Settings” located in the right menu bar. Please select the Custom option from theFew readers

• How do I configure Overall Labor in X-doc?

  Overview The Overall Labor method in x.doc allows you to apply labor costs to the entire proposal instead of assigning labor to individual products. Navigate to the Rooms & Items page of your proposal editor page. Open the Labor Settings for the proposal where you want to apply labor. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_Few readers

• How do I create a copy of a Scope of Work (SOW) template?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Under the My Templates section select Scope of Work option, you can view all the SOW templates you have created and saved. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/Few readers

• How do I create a copy of an X-DOC template?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Under the My Templates section select Proposal option, you can view all the X-DOC templates you have created and saved. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/Few readers

• How do I create a professional proposal for my client?

  Learn how to build client-ready AV proposals with pricing, scope of work, and project details.Few readers

• How do I create a proposal using my X-DOC template?

  Overview X-DOC templates help you standardize your proposal documents by reusing predefined layouts, sections, and content. You can create a new proposal using any saved X-DOC template to save time and maintain consistency across your projects. Steps to create a proposal using My template You can create a proposal using My X-Doc templates by clicking the X-Doc tab and then selecting "Templates" from the left navigation menu. ![](https://storagFew readers

• How do I customize sections in a proposal?

  Overview In XTEN-AV, you can customize proposal sections in the X-DOC editor by adding elements such as Text Box, Image, PDF, Shapes, Drawing, as well as variables and repeaters. Adding elements Open the required proposal or document in the X-DOC editor. Navigate to the section where you want to add or customize content. Click on the Add Element option on the right side of the page to add an element. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/Few readers

• How do I customize table body styles?

  Overview In XTEN-AV, you can customize table body styles in the X-DOC editor to control the appearance of data rows within tables. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3Few readers

• How do I customize table headers?

  Overview In XTEN-AV, you can customize table header styles in the X-DOC editor to control the appearance of the header row in tables. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/Few readers

• How do I customize table styles?

  Overview In XTEN-AV, you can customize table styles in the X-DOC editor to control the overall appearance of tables in your documents. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-Few readers

• How do I delete a template from My Templates?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, where you can access templates in both the Gallery and My Templates sections. The Gallery section contains predefined templates provided by XTEN-AV, while the My Templates section coFew readers

• How do I delete a template?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, where you can access templates in both the Gallery and My Templates sections. The Gallery section contains predefined templates provided by XTEN-AV, while the My Templates section cFew readers

• How do I delete an SOW template?

  Overview You can delete an existing Scope of Work (SOW) template in XTEN-AV if it is no longer needed or is outdated. This helps keep your template library organized and ensures only relevant templates are available for use. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. You will be redirected to the Manage **TemplatFew readers

• How do I discard style changes?

  Overview In XTEN-AV, you can discard style changes in a document when you do not want to apply the updated formatting or preset modifications. Open the required proposal or document in the X-DOC editor. Click on the Settings option on the left side of the page. Click on the Discard Changes option to discard the previous changes in the proposal. ![](https://storage.criFew readers

• How do I download a ZIP of x.doc document?

  Introduction You can download an x.doc document as a ZIP file in XTEN-AV using two simple methods. This guide explains how to download the ZIP file from both the x.doc dashboard and the editor page. Downloading from the x.doc Dashboard Navigate to the x.doc dashboard. Locate the document and click the Action menu (three dots ⋮). Select Download Zip from the menu. AFew readers

• How do I Download Room Wise Items in BOM?

  Learn how to export room-by-room bill of materials reports for project planning and procurement.Some readers

• How do I download the Inventory Management document in X-DOC?

  Overview You can download the Inventory Management document in X-DOC to view, edit, or maintain your inventory data offline. From the x.doc dashboard, click the Action button and select Inventory Management option. On the Inventory Management page, click the Action button located on the right side of the screen. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

• How do I download the vendor-wise PO request from the Inventory Management document in x.doc?

  Overview Follow the steps below to download a vendor-wise PO request from the Inventory Management page in x.doc. From the x.doc dashboard, click the Action button and select Inventory Management option. On the Inventory Management page, click the Action button located on the right side of the screen. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643Few readers

• How do I drag and drop a document into x.doc?

  Overview The Drag and Drop feature in x.doc lets you quickly upload a existing documents/file by dragging it into the upload area. Once uploaded, x.doc automatically converts the file into a new proposal that you can edit, customize, and share. Navigate to the x.doc Dashboard and click Create New. On the Templates page, locate the Drag and Drop your file here upload aFew readers

• How do I duplicate a room in x.doc document?

  Overview The Duplicate Room feature allows you to create a copy of an existing room within a proposal. The duplicated room retains the same items and room configuration as the original, Open the proposal and navigate to the Rooms & Items section. Locate the room you want to duplicate. For the selected room, click the three-dot (⋮) menu located next to the Add Item button.Few readers

• How do I duplicate an X-DOC template?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Under the My Templates section select Proposal option, you can view all the X-DOC templates you have created and saved. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/Few readers

• How do I edit an existing X.doc template?

  Overview You can edit an existing x.doc template in XTEN-AV so that all future documents reflect the latest changes. This helps keep your proposals other documents aligned with updated content or requirements without creating a new template. From the dashboard, navigate to x.doc and click on the Templates option to open the template library. After clicking on it, navigate to the *Few readers

• How do I edit room details in x.doc document?

  Overview The Edit Room Details feature allows you to update the information associated with a room in a proposal, such as its name and other room-specific details. Open the proposal and navigate to the Rooms section, then locate the room you want to edit. For the selected room, click the three-dot (⋮) menu located next to the Add Item button. ![](https://storage.crisp.chatFew readers

• How do I enable language translation for PDFs?

  Overview In XTEN-AV, you can enable language translation for PDFs to help convert document content into a preferred language. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cFew readers

• How do I enable or disable page numbers?

  Overview In XTEN-AV, you can enable or disable page numbers in your PDF documents to control whether page numbering appears on exported or shared files. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helFew readers

• How do I enable or disable the Table of Contents?

  Overview In XTEN-AV, you can enable or disable the Table of Contents in your PDF documents. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section.Few readers

• How do I enter Settings Mode?

  Overview X.DOC Settings Mode allows users to configure and customize proposal sections, formatting styles, and document-level settings. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. The Settings Mode panel will open. On the right panel, choose Preset Style Settings and select **TEXT, TABLE,Few readers

• How do I Exclude Taxes on my Proposal PDF?

  Learn how to exclude tax calculations from client-facing proposal documents in XTEN-AV.Some readers

• How do I filter documents using Groups?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard. Click the All Groups option located in the top-right corner of the page. A list of all available groupFew readers

• How do I filter proposals by group?

  Overview In XTEN-AV, you can filter proposals by group to quickly locate proposals associated with specific teams, making it easier to manage and access relevant documents. Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. You will be redirected to the X-DOC Dashboard. Click on the All Groups option on the right side of the proposalFew readers

• How do I find archived documents?

  Overview In XTEN-AV, archived documents can be accessed from the X-DOC Dashboard. Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. To view your archived proposals, click Archives from the right-hand side of the x.doc dashboard. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/10985507-6243-4fde-9a08Few readers

• How do I hide a room in x.doc document?

  Overview The Hide Room feature allows you to exclude selected rooms from a proposal without removing their associated content. Open your proposal and navigate to the Rooms & Items section where you want to hide a room. Click the Action icon (three dots), then select Hide Room from the dropdown menu. ![](https://storage.crisp.chat/usersFew readers

• How do I hide product images in the proposal PDF?

  Overview The Hide Product Images feature allows you to generate a proposal PDF without displaying product images. This is useful when you want a cleaner document, and share a proposal that focuses on product details rather than visuals. Navigate to the Rooms & Items section of your proposal. On the right-hand side of the page, click Show/Hide Details. The Show/Hide DetaiFew readers

• How do I Include taxes on my proposal pdf?

  Introduction If you want to include specific taxes in your proposal in x.doc, you can easily do so. Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. The Pricing Breakdown Settings dialog box will open. Under Tax Preferences, check the taxes you want to include, then click Save and Close to apply your changes. ![](https://storage.crFew readers

• How do I link my proposal to a project?

  Overview You can link your proposal to a project using the Link to Project feature. Linking a proposal to a project in x.doc is a simple process that helps keep your documents and projects organized, making them easier to manage and access. Follow the steps below to link a proposal to a project: Steps to Link an Proposal to a Project On the X.DOC dashboard page, locate the proposal you want to link to a project and click Link to a Project under the Action icon ( ⋮ ) ![]Few readers

• How do I manage SOW templates?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Under the My Templates section select Scope of Work option, you can view all the SOW templates you have created and saved. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3Few readers

• How do I manage templates in x.doc My Templates?

  It is very simple to manage the templates in my template section of the template page. you can create, edit, share, Preview template, upload these all actions can be perform the XTEAN-AV platform to manage the templates. To navigate to the my template section of the template page. kindly follow the below mention steps. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. ![](https://storage.crisp.chat/userFew readers

• How do I manage X-DOC templates?

  Overview The Manage Templates page allows you to organize and maintain your X-DOC templates. From this page, you can view, preview, edit, share, duplicate, and delete templates, making it easy to manage your proposal documents efficiently. Steps to manage templates From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to access and manage your saved templates. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

• How do I monitor proposal activity and updates?

  Learn how to monitor proposal views, updates, approvals, and client interactions in XTEN-AV.Few readers

• How do I navigate the x.doc Dashboard?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard. A list of all your proposals will be displayed, categorized according to their current stage. From the X-DOC Dashboard, you can also create a new proposal, access the Templates page, navigate to theFew readers

• How do I preview a template before using it?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, where you can access all available templates. Gallery: Contains the predefined templates provided by x.doc. My Templates: Contains the templates that you have created or uploaded. You canFew readers

• How do I rename a section in an SOW template?

  Overview You can rename a section in a Scope of Work (SOW) template in XTEN-AV to keep your templates organized and easy to identify. Renaming sections helps improve clarity and makes it easier to manage templates with multiple sections. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. You will be redirected to the **Few readers

• How do I replace or update an existing template?

  Clicking the X-Doc tab and then selecting Templates from the left navigation menu. The Templates page will open with the title Manage Templates. Click the My Templates section. All templates that you have created or uploaded will be displayed. Note: Only the templates available in the My Templates section are editable. Hover over the template you want to update. ![]Few readers

• How do I replicate a Scope of Work (SOW) template?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Under the My Templates section select Scope of Work option, you can view all the SOW templates you have created and saved. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3Few readers

• How do I replicate an X-DOC template?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Under the My Templates section select Proposal option, you can view all the X-DOC templates you have created and saved. ![](https://storage.crisp.chat/users/helpdesk/website/-/eFew readers

• How do I resync labor headers?

  Overview The Re-Sync Labor Headers feature allows you to update the Per Item Labor headers in your proposal so they match the labor settings configured for their respective groups. This helps maintain consistency across your proposal whenever group labor settings have been modified. Resyncing Labor Headers with Group Labor In the proposal editor, click on the Rooms & Items section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/b8f8b2da-dFew readers

• How do I save a predefined X-DOC template as my own template?

  Overview XTEN-AV provides a library of predefined X-DOC templates that you can use as a starting point for your proposals. If you want to customize a predefined template and reuse it in the future, you can save it as your own personal template. Steps to save a predefined X-DOC templates From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/Few readers

• How do I save a Scope of Work (SOW) as a template?

  Overview Saving a Scope of Work (SOW) as a template allows you to reuse the same document structure, formatting, and content in future projects. This helps maintain consistency and saves time when creating new proposals. Steps to save a Scope Of Work as a template. Navigate to your project and open the Scope of Work (SOW) document that you would like to save as a template. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imFew readers

• How do I save style changes?

  Overview In XTEN-AV, style changes in X-DOC can be saved using the Settings Mode, allowing to apply and retain formatting updates across different sections of a proposal. Open the required proposal or document in the X-DOC editor. Click on the Settings option on the left side of the page. Make the required style changes in the document, such as: Text formatting, Table formFew readers

• How do I search documents from the Dashboard?

  There are two options to search for documents: the Main Dashboard and the X-DOC Dashboard. Option 1: Main Dashboard Navigate to the Main Dashboard and click the Global Search bar located at the top of the page. Enter the value you want to search for. A list of matching documents will appear based on the value you entered. Click the desired option under the Proposal category. A nFew readers

• How do I search for a X-DOC documents?

  Overview In XTEN-AV, you can easily search for X-DOC documents to quickly locate specific files within the platform, making it easier to access required documents without manually browsing through the entire list. Method 1 Navigate to the Proposal section on the dashboard, then locate the search bar at the top of the page. Enter the document name or relevant keyword in theFew readers

• How do I search templates in x.doc?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, you can use the Search bar located in the top-right corner to quickly find a template. Enter the template name or any relevant keyword, and the matching templates will be displayed automatically.Few readers

• How do I send a proposal for approval?

  XTEN-AV makes it simple to share proposals with your clients for review and approval. Once your project details, BOM, and pricing are finalized, you can quickly generate the proposal and send it directly to your client for seamless collaboration. There are two ways to send your X.doc documents for approval. Here's how: Method 1: Sending for Approval from the Documents Page Navigate to the x.doc documents page. Click on the Send for Approval option under the Action option next toFew readers

• How do I share an SOW template with my team?

  Overview You can share a Scope of Work (SOW) template in XTEN-AV with your team members so they can access and use the same standardized format for creating documents. This helps improve collaboration and ensures consistency across all SOWs created by your team. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. YouFew readers

• How do I share custom templates across my organization?

  Click on the X-DOC tab, and then select Templates from the left navigation menu to open the Templates page. After clicking, you will be redirected to the Manage Templates page, where you can view and share templates saved under the My Templates section. Hover over the temFew readers

• How do I switch between Gallery and My Templates?

  From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Below the page title, you will find the Gallery and My Templates tabs. Click the desired tab to switch between the two sections. The Gallery tab contains preloaded templates provided by **Few readers

• How do I sync BOM products with Proposal?

  Learn how to keep your bill of materials and proposal documents aligned automatically.Popular

• How do I transfer a proposal to X-DRAW?

  The Transfer to X-DRAW feature allows users to convert an existing proposal into an X-DRAW design within a project. Navigate to the X-Doc Dashboard from the left navigation menu. Under the Proposals section, locate the proposal you want to convert. Click the three-dot menu (⋮) on the proposal card, then select Transfer to X-DRAW from the dropdown menu. ![](https://storage.crisp.chaFew readers

• How do I turn a proposal into a project?

  The Transfer to X-DRAW feature allows users to convert an existing proposal into a project. Navigate to the X-DOC dashboard from the left navigation menu. Under the Proposals section, locate the proposal you want to convert. Click the three-dot menu (⋮) on the proposal card. From the dropdown menu, select Transfer to X-DRAW. ![](https://storage.crisp.chat/users/helpFew readers

• How Do I Update an Existing SOW Template?

  Overview If you need to modify a previously saved Scope of Work (SOW) template, XTEN-AV allows you to edit and update your templates directly from the Manage Templates page. This helps keep your templates up to date with the latest content, formatting, and project standards. Steps to Update an Existing SOW Template Click on the X-DOC tab, and then select Templates from the left navigation menu to open the Templates page. ![](https://storage.crispFew readers

• How do I update an existing X.doc template?

  Overview You can update an existing x.doc template in XTEN-AV so that all future documents reflect the latest changes. This helps keep your proposals other documents aligned with updated content or requirements without creating a new template. From the dashboard, navigate to x.doc and click on the Templates option to open the template library. After clicking on it, navigate to theFew readers

• How do I update an x.doc existing template?

  Click on the X-Doc tab and then selecting Templates from the left navigation menu. The Templates page will open with the title Manage Templates. Click the My Templates section. All templates that you have created or uploaded will be displayed. Note: Only the templates available in the My Templates section are editable. Hover over the template you want to uFew readers

• How do I use the All category templates in x.doc?

  Kindly click on the X-Doc tab and then selecting Templates from the left navigation menu. At the top of the page, you will see the title Manage Templates. Below the title, you will find the Gallery section, which contains a collection of pre-designed templates provided by XTEN-AV. These templates are organized into various categories, such as Business, **Building ManagemFew readers

• How do I use variables in proposal?

  Introduction Variables in x.doc are placeholders that you can use to automate specific details in your document, such as the client's name, address, email, phone number, etc. Using variables helps save time and ensures consistency across your documents. Adding Variables Select the element where you want to add the Variables on any page. The Variables menu will appear on the right side of the editor. ![](https://storage.crisp.chat/users/helpdesk/website/e3cdae643396300Few readers

• How do I view Activity Logs?

  Introduction The Activity Logs feature in x.doc allows you to track all activities related to a document. This is useful for reviewing changes, updates. Accessing Activity Logs Navigate to the x.doc dashboard. Click the Activity logs option under the Action button ( ⋮ ) three dots. Once you click on it, you will be redirected to the **ActiviFew readers

• How to add a Custom Item in X-DOC?

  Learn how to create and insert custom items into x.doc documents and client proposals.Some readers

• How to add a custom section in x.doc editor?

  Learn how to add custom content sections to proposals and documentation in x.doc.Some readers

• How to Add a Description to the Room & Item Section of a Proposal?

  Overview: The Room Description feature allows users to add a detailed description and images to a specific room within the Rooms & Items section of a proposal. The description is automatically saved and can be shared with the client. It is also included in the exported client PDF, allowing the room details and supporting images to be presented as part of the final proposal. Add Description to Room & Items section Open your proposal and navigate to the Rooms & Items section whereFew readers

• How to add a Drawing from X-DRAW to your X-DOC document?

  Learn how to include AV drawings and schematics in client-facing proposals and documents.Some readers

• How to Add a New Area in a Proposal?

  Learn how to create project areas and organize proposal content by room or location.Few readers

• How to Add a Page in a section?

  Overview A Page in a section allows you to expand and organize content within a structured X-DOC document for better readability and flow. Hover your cursor over the top-right corner of the page, then click Add Page. After clicking Add Page, a new page is automatically added to the selected section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963Some readers

• How to add a Section to a x.doc document?

  Learn how to structure proposals with additional sections, content blocks, and project details.Some readers

• How to add a Text box in the X-DOC document?

  Learn how to insert and format text boxes for proposals, scopes of work, and documentation.Some readers

• How to add an Image to the X-DOC document?

  Learn how to insert images into proposals, project documents, and client presentations.Some readers

• How to add an Pricing Table to the x.doc document?

  Learn how to create professional pricing tables with products, labor, and project costs.Some readers

• How to add Discount and Taxes in the Pricing table?

  Learn how to configure discounts, taxes, and pricing calculations in x.doc proposals.Few readers

• How to add Drawing to a Proposal?

  To add a drawing to a proposal, please ensure the following conditions are met: The proposal must be linked to a Design or Project. Please refer to the link to know how to create a proposal for a project: https://knowledgebase.xtenav.com/en-us/article/how-to-create-proposal-for-project-1e0xnhv/ The associated design must have Line Schematics generated. Please refer to the link on how to generate Line schematics: https://knowledgebase.xtenav.com/en-us/article/how-to-generFew readers

• How to add Drawings in the proposal?

  You can add drawings to your proposal in X-DOC by following the steps below: Open the proposal in which you want to add the drawings. Go to the section where you want to add a drawings and click on the Add Element option from the right side of the proposal under Element Actions. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imageFew readers

• How to add Item description header in Rooms and Items section?

  Learn how to enhance project documentation with detailed room and product descriptions.Some readers

• How can I configure and add custom labor details in an x.doc proposal?

  Learn how to display labor costs and service details in x.doc proposals for greater pricing transparency.Some readers

• How to add Markup/Margin in the Proposal?

  Learn how to apply markup percentages and profit margins to products and services in XTEN-AV proposals.Some readers

• How to add Optional products/Room Options in X-DOC?

  Learn how to include optional products and room upgrade options in client proposals.Some readers

• How to Add Page Flow Section in X-DOC editor?

  Learn how to organize proposal content using page flow sections for a better client experience.Few readers

• How to add Pricing Breakdown section in the x.doc editor?

  Learn how to display detailed pricing summaries and cost breakdowns in AV proposals.Some readers

• How to Add Products in Proposal Room?

  Learn how to organize equipment and devices by room for accurate AV documentation and proposals.Some readers

• How to add Rooms & Items section to a x.doc document?

  Learn how to display room-by-room equipment lists and project details in client proposals.Some readers

• How to Add Rooms to your Proposal?

  X-DOC Rooms & Items with Pricing Breakdown Introduction Creating a well-structured proposal involves organizing items by room. In X-DOC, adding a room to your proposal is a straightforward process. Let's walk you through it: Navigating to Your Proposal Start by going to the proposal where you wish to add a room. Adding a Room In the Rooms and Items section of your proposal: Click the Add Room button, represeSome readers

• How to add Shapes to x.doc documents?

  Learn how to use shapes and visual elements to improve proposal layouts and documentation.Some readers

• How to add Sign to X-DOC document?

  Learn how to include signature fields and collect approvals directly from client proposals.Some readers

• How to add Technical Description in proposal?

  Learn how to include detailed technical specifications and project information in proposals.Some readers

• How to add the Static Custom Section in x.doc editor?

  Learn how to create reusable content sections for proposals, contracts, and project documentation.Some readers

• How to add X-DRAW design drawings to a proposal?

  Overview The Drawing section in X-DOC allows you to include drawings created in X-DRAW in your proposal. Once you create a design and generate the required drawings, you can add the Drawing section to your proposal to display all the drawings associated with that design. Create an X-DRAW Design Before adding X-DRAW drawings to a proposal, you must first create a design using X-DRAW: [How to Create a Design Using X-DRAW](https://knowledgebase.xtenav.com/en-us/article/how-to-creFew readers

• How to apply a Single Tax/Overall Tax on all items?

  Learn how to apply a single tax rate across products, labor, and services in XTEN-AV proposals.Some readers

• How to apply Equipment Discount on individual line items in X-DOC?

  Learn how to add product-specific discounts and customize proposal pricing in x.doc.Some readers

• How to apply Equipment Tax and Equipment Discount in x.doc?

  Learn how to configure taxes and discounts for equipment pricing in client proposals.Some readers

• How to apply Labor Tax and Labor Discount?

  Learn how to manage labor pricing, tax calculations, and discounts within proposals.Some readers

• How to apply Shipping Cost and Shipping Tax?

  Learn how to include shipping charges and taxes in AV project proposals and pricing documents.Popular

• How to apply Shipping Tax and Shipping Discount?

  Overview Shipping Tax and Shipping Discount allow you to apply taxes or discounts specifically to the shipping cost in your proposal. Any applied shipping tax or discount is automatically included and reflected in the proposal total. Open the proposal where you want to apply shipping tax and discount. Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-15_18vc245.pnFew readers

• How to Assign a Tag to x.doc document?

  Learn how to organize and categorize proposals using tags for faster document managementSome readers

• How to change Labor Type to Custom labor?

  Changing labor type to custom labor via settings Click on the profile icon in the top-right corner. From the menu that appears, select the Settings option. You will be redirected to the Settings page. From the left navigation panel, click x.doc Settings. A dropdown list will appear—select Labor Settings to continue. Click the Custom option. The changes wilSome readers

• How to change labor type to Overall labor?

  Learn how to switch labor calculations from item-based pricing to overall labor pricing in XTEN-AV.Some readers

• How to change labor type to Per Item labor in x.doc?

  Overview In XTEN-AV, you can change the labor type to Per Item Labor in x.doc to calculate labor costs based on individual items. Open the required proposal in the x.doc editor. Navigate to the Rooms & Items section of your proposal. In the Rooms & Items section, click on the Labor Settings option. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/eFew readers

• How to change Labor type to Per Item labor?

  Learn how to apply labor costs at the product level for more accurate AV project estimates.Few readers

• How to Change Padding of an Image?

  Learn how to modify image spacing and layout settings in x.doc proposals and documents.Some readers

• How to Change the Background Color of the x.doc document page?

  Learn how to customize page backgrounds and improve the visual appearance of proposal documents.Some readers

• How to change the Currency in a Proposal?

  Learn how to update currency settings for proposals and international AV projects.Some readers

• How to change the Element Border Color and Style?

  Learn how to change border colors, styles, and formatting for document elements.Some readers

• How to change the Font family to entire proposal?

  Learn how to apply consistent typography and branding across x.doc proposals.Few readers

• How to change the Opacity / Visibility of element?

  Learn how to control transparency and visibility settings for proposal elements.Some readers

• How to create a design from an existing proposal?

  Learn how to generate AV designs directly from proposal data and streamline project workflows.Few readers

• How to create a new Tag from the Dashboard using the (+) icon?

  Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard, where a list of all your proposals will be displayed, categorized according to their current stage. Click the + icon to create a new tag. Tags help you organize and manage your proposals more efficiently.Few readers

• How to create a Project proposal for a Cleaning Service to submit to your municipality?

  Learn how to create professional project proposals and documentation for municipal and public-sector submissions.Few readers

• How to create a proposal for a design using x.doc?

  Open project and hover over the design for which you want to create a proposal, then click on View Docs. You will be redirected to the View Docs page. Scroll down to the bottom and click on Create New Proposal. You can either click on the proposal card itself or use the Create New Proposal option on the right side of the Proposal section. ![](https://storage.crisp.chat/Some readers

• How to create a proposal using Doc and PDF file?

  Learn how to convert existing DOC and PDF documents into professional proposals in XTEN-AV.Popular

• How to Create a Scope of Work (SOW) Template from Scratch?

  Overview The Scope of Work (SOW) Template feature allows users to create a custom SOW template from scratch and reuse it for future SOW. This is useful when your organization requires a standardized project scope document tailored to specific workflows and customer requirements. Steps to Create a Scope of Work Template from Scratch From the main dashboard, navigate to the X-DOC section and select the Templates option. ![](https://storaFew readers

• How to create area-wise proposal?

  You can create an area-wise proposal from a design. Please follow the steps below: First, you need to create an area-wise design. You can add area in your design by following steps mentioned in the given link: https://knowledgebase.xtenav.com/en-us/article/how-to-add-area-in-design-1dm1fk9/ Then, Create New Proposal from the View Design Docs button. Once you clickFew readers

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  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 **SeleFew readers

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• How to Crop an Image in a proposal editor?

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  Navigate to and open the proposal from which you want to delete the optional rooms in the Proposal Editor. Then, click on Rooms and Items from the left navigation panel to open the section where the room options are visible. The Rooms and Items page will appear. Select the option you want to delete by clicking on it. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/cFew readers

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