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 clickinPopularHow 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 needPopularHow 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 readersHow 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 readersWhere 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 readersHow 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.  icon. Once you click on it, you willFew readersHow 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.  icon next to the project name. From the dropdown menu, select Create Proposal to begin creating your proposal. Or you can fromFew readersCan 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 readersCan 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 readersCan 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 readersCan 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 readersCan I Delete a Room in the Proposal?
Learn how to remove rooms from proposals while maintaining accurate project documentation and BOMs.Some readersCan 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 readersCan 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 readersCan 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 readersCan 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 readersCan 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 readersCan 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 readersCan 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 readersDifference 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 readersDoes 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 readersDoes 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 readersEnable "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 admiPopularHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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.  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 readersHow 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 readersHow 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.  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 readersHow 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.  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.  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 readersHow 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. . Select Download Zip from the menu. AFew readersHow 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 readersHow 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.  menu located next to the Add Item button.Few readersHow 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.  menu located next to the Add Item button. , then select Hide Room from the dropdown menu.  ![]Few readersHow 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.  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 readersHow 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 readersHow 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.  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.  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 readersHow 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 readersHow 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 readersHow do I sync BOM products with Proposal?
Learn how to keep your bill of materials and proposal documents aligned automatically.PopularHow 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.  on the proposal card. From the dropdown menu, select Transfer to X-DRAW.  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.  three dots. Once you click on it, you will be redirected to the **ActiviFew readersHow to add a Custom Item in X-DOC?
Learn how to create and insert custom items into x.doc documents and client proposals.Some readersHow to add a custom section in x.doc editor?
Learn how to add custom content sections to proposals and documentation in x.doc.Some readersHow 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 readersHow 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 readersHow to Add a New Area in a Proposal?
Learn how to create project areas and organize proposal content by room or location.Few readersHow 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.  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 readersHow 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 readersHow 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.  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. 