How to create a proposal for a design using x.doc?
Go to the design for which you want to create a proposal. Select the 'Proposal' tab. Click on the 'Create New' option. Once you click on it, you will be directed to the template page where you can select the Template and start creating your proposal using x.doc.Some readersCan I change the custom products logo with our company logo?
Click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the 'Organization Logo' option under the 'Organization settings' tab. You can upload your logos in .png/.jpeg format, by clicking on the 'Upload your Image' button. Please mark your logo as default in organization settings. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image1jtz5Some readersHow to mark a project proposal as default?
Go to the project in which you want to mark a proposal as default for the particular project. Click on the 'View' button. Once you click on it, it will lead you to the project proposal page where you can see all the proposals for that project and mark as default by clicking on the 'Mark as default' button.Some readersHow to save x.doc document as a Template?
On the x.doc editor page, click on the "Save as New" option under the Templates option from the bottom left side of the screen. Enter the template name and click on the save button. You can also save the equipment list with this template by checking the box 'Do you want to save the equipment list with this template?'Few readersHow to change the background color of the x.doc document page?
On the x.doc editor page, click on the 'Change Background Color' option from the menu on the right side of the screen. Choose the background color, and click on the 'Choose' button.Few readersHow to add sign to x.doc document?
Go to section in which you want to add sign and click on the Add element option from the right side of screen. Select a signee from the list to add signature or initials in the document and click on the Add Signature button. ToFew readersWhat are 'variables' and how to add them to an x.doc document?
When you are creating or using a template, you can use 'variables' to automate some details like Client's name, address, email, phone number etc. This would automatically insert the specified details in your document wherever you would have placed these variables so you wouldn't have to manually write them over and over. Here are the steps to use variables: On any page, click where you want to add a variable. Select the variables you want to add and click on the plus (+) icon next to the variFew readersHow to re-order sections on the x.doc editor page?
Go to the section which you want to re-order in your x.doc document. Click on the drag icon and re-order the rooms to the desired sequence. After reordering the section, it will also appear in your x.doc editor and client pdf with an updated sequence. (https://storage.crisp.chat/users/helpdesk/website/e3cdae643Few readersHow to Edit x.doc document details?
Go to the x.doc documents page, and click on the "Action" option on the proposal for which you want to edit details. Click on the Edit Document Details option. After clicking on the "Edit Document Details" option, it lead you to the documents details pop up where you can modify your document name and contact detailFew readersHow to add a custom section in x.doc editor?
On the x.doc editor page, click on the "Add section (+)" button, on the top-left corner of your screen. Click on the Custom section option from the drop-down menu. Select the Page flow option and enter the section name. Click on 'Add Section' button. Similarly, you can add Static section to your x.doc document. !Few readersHow to recall an already submitted x.doc document?
On the x.doc dashboard, go to the x.doc document you want to recall. Click on the "Recall" option under the "Action" option. Click on the Move to Draft button. Once you click on it, it will move your x.doc document to the dFew readersHow to share a x.doc document to the client via link?
On the x.doc dashboard page, click on the "Copy Link" option under the "Action" option. You can copy the x.doc document link by clicking on the 'Copy Link' option. Please Note - This option is only available when you have submitted the document to the client and it is not in the Draft stages. If the documentFew readersHow to add a text box in the x.doc document?
In the x.doc editor, go to the page where you want to add a text box and click on the 'Add Element' option under 'Element Actions' on the right side. Click on the text box element. Click anywhere on the page to insert a text box. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image1v1wshf.pnFew readersHow to send an element backward / forward in an x.doc document?
Select the element (Text box, shapes, images, pdf) which you want to send backward / forward Click on the backward / forward option from the right side of the screen. Note: Bring to Front:- It brings the element on the front of the page. Bring Forward:- It moves the element step by step in the forward direcFew readersHow to update per item labor from My library page?
On "My Library' page, click on the 'Edit Labor Details' option from the Action menu. A modal will open up where you can enter Labor Time (hr) for each product. Click on the Save button. Also, on the top right there is an option 'Manage Labor'. This will lead you to a dedicated page where you can manage your labor fFew readersHow to hide a section from client Preview/PDF
On the x.doc editor page, click on the section which you want to hide from the the client pdf. Click on the Hide option under the action icon. Once you hide the section, it will be grayed out in your editor page. It will alFew readersHow to create x.doc documents from scratch?
You can directly create a x.doc document, by clicking on the 'x.doc' tab, in the left navigation menu. Click on the 'Create New' button, at the right corner of your device screen, to create a x.doc documents. Once you click on it, you will be directed to the template page where you can click on the 'Start from scratch' Template. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imageFew readersHow to change labor type to Per Item labor?
You can change the labor type to Per Item Labor by clicking the Per Item option under the x.doc settings from the Settings option. Once you change the labor type from the settings, you need to create a new proposal to apply your updated labor. Here you can add new labor by clicking Add labor button and enter the Labor description, and cost. (https://storage.crisp.chat/users/helpdesk/website/e3cdae64Few readersHow to mark a template as default?
Click on the x.doc templates option under the templates option from the left navigation menu. Once you click on that it will lead you to the template page where you can mark default your saved template under the My Templates option. Hover on the Template which you want to mark as default and click on the "Mark as deFew readersHow to download the client pdf of the x.doc document?
On the x.doc editor page, click on the 'Download Client PDF' option under the 'Actions' menu on the right most side of the page.Few readersWhere I can view x.doc document Activity logs?
Go to the x.doc dashboard page, click on the "Activity logs" option under the "Action" button. Once you click on it, you will be directed to the "Activity logs" page where you can view all activities related to your x.doc document. Note:- This option is only available when you have submitted the document to the cFew readersHow to duplicate an element in x.doc document?
Select the element (Image, text box, shapes, signature) which you want to duplicate in your x.doc document. Click on the Duplicate Element option from the right side of the screen. Click anywhere on the page to insert the duplicated element. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/iFew readersHow to hide / View table of content from client pdf?
To hide / View table of content from client pdf, click on the Settings option from the left side of the screen. Once you click on the setting option, it will lead you to the settings page where you can the add table of content to client pdf. After making the required changes, click on the "Save Changes" button.Few readersHow to add shapes to x.doc documents?
Go to section in which you want to add shape and click on the Add element option from the right side of screen. Select the shape as per your need. Click anywhere on the page to insert a shape. After you've added the shape, yoFew readersHow to add a page in a section?
To add a page in a static section, just click on the add page button on the top right corner of the page (refer to the screenshot) AddpageFew readersHow to delete section from x.doc editor?
Go to the section or hover on the section that you want to delete from the the x.doc editor. Click on the delete option under the "⋮" icon and from the menu. Click on 'Yes, I am sure' button to delete the section. Once you cliFew readersHow to download the x.doc document that has been accepted and signed by a client?
There are two ways to download a document that has been accepted and signed by the client - On the x.doc dashboard, go to the x.doc document you want to download under the Accepted section. Click on the "Download client pdf" option under the "Action" option. On the x.doc dashboard page, click on the x.doc doFew readersHow to link a x.doc documents to project?
On the x.doc dashboard page, click on the "Link to a Project" option under the "Action" option for the proposal which you want to link with project. After clicking on it, select the project from the drop-down menu and click on the "Link" button.Few readersHow to share the saved x.doc template?
Click on the x.doc templates option under the templates option from the left navigation menu. Once you click on it, will lead you to the template page where you can share your saved template under the My Templates option. Hover on the Template which you want to share and click on the "share" button under the "⋮" icoFew readersHow to insert a table under the text box?
Under the Text box, from the toolbar, click on the insert table option as shown below.Few readersHow to delete the page from the section?
Go to the page which you want to delete from the section and click on the delete icon to delete page. Click on the "Yes, I am sure" button to delete your page Note:- You cannot delete the last remaining page of a section. PFew readersHow to duplicate a page in a section?
To duplicate a page in a section, just click on the 'Duplicate Page' option. on the top right corner of the page. Select the section in which you want to add your duplicated page and click on the Duplicate button.Few readersHow to add a drawing from X-DRAW to your x.doc document?
Please follow the steps mentioned below, to add your X-DRAW drawing to your proposal. Go to the design in which you want to download the line schematic. Click on the 'Download' option below the 'Line Schematic' and select the pdf format to download. On x.doc editor, Go to section in which you want to add drawing. Click on the 'Add Element' option from the right side of the screen. (https://storage.crFew readersHow to share a x.doc document with your team / co-workers?
On the x.doc dashboard page, click on the "⋮" icon to open the Actions menu. From the list, click on the "Share with co-worker" option. Select the team members with whom you want to share your document and click on the share button.Few readersWhat is 'repeater' and how to apply it to an element?
Marking any element as 'Repeater' copies and paste that element on every page of the document at that same spot. Example if you want to design your footer and want your company logo to appear at a certain spot of every page. Just place that logo on one page and mark it as repeater. Here are the steps to use the 'Repeater' feature: Select the element you want to apply as a repeater in your x.doc document. Repeater1 (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/screFew readersHow to change the element border color and style?
Select the element (Shapes, images, pdf) for which you want to change border color and select the border option from the right side of option. Increase the border width and then choose the border color as per your need from the right side of the Border option.Few readersHow to manually update stages of your x.doc document?
Please follow the steps, to manually update the stages of your x.doc document. On the x.doc document, you can move your x.doc document from one stage to other stages by dragging it. While moving the document to Sent, Viewed, Accepted and Declined stages, you will receive a notification that ' You are moving your document to stage. You cannot undo this action action'. Click on the 'Yes, I am sure' option.Few readersHow to rename a section?
Go to the section which you want to rename and click on the "Edit Name" option under the "Action" icon. It will then give you an option to update your section name.Few readersHow to change the Opacity / Visibility of element?
Select the element for which you want to change the Opacity / Visibility. Change the Opacity / Visibility of element from the right side of the screen. You can see the updated opacity of the element after changing it.Few readersHow to delete an element in the x.doc document?
Go to the section in which you want to delete element Select the element (Image, Text Box, PDF, Signature, and Shapes) which you want to delete in your x.doc document. Press the delete key on your keyboard or click on the delete Element option from the menu on the right side. (https://storage.crisp.chat/users/Few readersHow to rename and delete tags?
On the x.doc dashboard page, Go to the tag you want to rename or delete. Click on the "Action" icon under the tag. After clicking on it, it will lead you to the tag setting pop-up, where you can rename or delete your tag. Click on the Save button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae643396Few readersHow to move a x.doc document to archive?
Go to the x.doc document page, and click on the "Action" option under the proposal, you would like to move to the archive. Click on the Archive option and your document will be moved to archive page. You can view your proposal under the archive option by clicking on the "View Archive" option from the right side ofFew readersHow to preview a x.doc document before submitting it to the client ?
On the x.doc editor page, click on the Preview option under the Action button. This will take you to preview page where you will be able to preview the client view.Few readersHow to update per item labor in bulk?
From 'My Library' page, click on 'Manage Labor' option. Now, click on the 'Quick Update' button. You can now select any combination of brand and category and provide the labor hour values. Click 'Apply' to bulk update the labor rates. (https://storage.crisp.chFew readersHow to change padding of an image?
On the x.doc editor page, select the image for which you want to change padding details. Select the check box of Padding option and enter the padding details as per your need from the right side of the padding option. After updating the padding details, you will be able to see it in your x.doc editor. (https://sFew readersHow to assign a tag to x.doc document?
Go to the x.doc dashboard page, click "Action" option on the proposal for which you want to assign a tag. After clicking on the "Assign Tag" option, select the "Tag" from the drop-down menu and click on the "Save" Button. By cliFew 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 administrFew readersHow to add Pricing Breakdown section in the x.doc editor?
On the x.doc editor page, click on the "Plus (+)" icon, on the top-left corner of your screen, besides the sections heading. Once you click on it, from the dropdown, select 'Pricing Breakdown' section and click on the 'Add Section' button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imageFew readersReal-time Client Interaction
Introduction: A simple, straightforward, and quick method for you and your clients to actively participate in the proposal process by adding comments and feedback. Now, create interactive proposals that close deals 10x faster. Launched for the first time as a one-of-a-kind feature! Client Email Verification: The client needs to verify their email address to comment on the document. Click on the "Add Comment" button. Add Comment (https://storage.crisp.chat/users/helpdesk/weFew readersHow to create a proposal using Doc and PDF file?
Please follow the steps mentioned below to create a x.doc document using the Doc and PDF files. Go to the x.doc dashboard page and click on the 'Create New' Button. Once you click on it, it will redirect you to the template page where you can upload your Doc and PDF file. Click on the Select button and select the file and click on the open button. Also, you can simply drag and drop your file here to crFew readersHow to show or hide summary for rooms and items?
Introduction The 'Show or Hide Summary' feature in x.doc allows you to control the visibility of the summary in the 'Rooms & Items' section of your proposal. This feature can be useful when presenting a concise view of the proposal to your clients. Here's how you can use this feature: Setting Up the Summary View Navigate to your proposal's 'Rooms & Items' section and select 'Rooms & Items Settings' from the right. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963Few readersHow 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, rFew readersHow to make a copy of x.doc documents?
Introduction If you frequently work with similar proposals in x.doc, making a copy of an existing proposal can save you a significant amount of time. This feature allows you to duplicate a proposal and modify the copy as needed, preserving the original document. Here's how you can do it: Copying a Proposal On the x.doc dashboard page, navigate to the document you want to duplicate. Click oFew readersHow to apply a Single Tax/Overall Tax on all items?
Introduction The 'Overall Tax' in x.doc is a tax setting that applies to all the items in your Bill of Materials (BOM). It offers a convenient way to uniformly apply tax across all components of a project, ensuring accurate cost calculations. This guide will take you through a step-by-step process to apply the 'Overall Tax' to your items using the 'Pricing Breakdown Settings.' Navigating to Pricing Breakdown Settings Start by going to the 'Pricing Breakdown' page. Click on the 'Few readersHow to add description in Rooms and items?
Introduction Adding item descriptions to your 'Rooms & Items' section in x.doc can provide more context and clarity about each item in your Bill of Materials (BOM). This can be particularly useful for your clients to understand the specifics of each item. Here's how you can add item descriptions: Adding Item Descriptions Start by heading to your proposal's 'Rooms & Items' section. Find and click on the 'Show/Hide Details' option on the right side of the page. (https://storagFew readersHow to download the equipment list in excel format?
Introduction Downloading the equipment list for your proposal in x.doc is a straightforward process. You can download this list in various formats - Excel, PDF, or ZIP. For this guide, we'll show you how to download the equipment list in Excel format. Downloading the Equipment List Go to the 'Rooms & Items' section under your proposal to see your equipment list. Click on the 'Actions' button. From the dropdown menu, select the 'Download BOM XLS' button. (https://storage.Few readersHow to upload a pdf into the x.doc document?
Introduction In x.doc, you can incorporate PDF files into your documents, which can help provide additional details or resources. The x.doc editor makes uploading and adjusting PDFs simpler and straightforward. Here's how you can do it: Uploading a PDF Navigate to the section in the x.doc editor where you want to add the PDF. Click on the 'Add Element' option on the right side of the screen. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image14p2w7f.pnFew readersCan I change the x.doc document settings?
Introduction The x.doc Editor provides a settings option that allows you to customize various aspects of your document, from font style to paper size. This functionality ensures your documents align with your preferences and business branding. Here's how you can update your x.doc document settings: Accessing Document Settings In the x.doc Editor, click on the 'Settings' option on the left side of the screen. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imFew readersHow to edit a product details on the Rooms & Items page?
Introduction Editing product details in a proposal using x.doc is a straightforward process. Here's how to do it: Editing Product Details Navigate to the 'Rooms & Items' section. Here, you can edit product details by clicking on the 'Edit' icon next to the product name. Once you click on it, the 'Edit Product Details' dialog box will open. Here, you can edit your product details, quantityFew readersHow to re-order rooms in Rooms & Items section in the proposal?
Introduction In x.doc, you have the flexibility to reorder rooms in your proposal. This can be very useful for organizing your proposal in a way that makes the most sense for your presentation. Here's how: Reordering Rooms Navigate to the proposal page, and under the 'Rooms & Items' section, click the 'Action' button. Click on the Action icon, represented as three dots. Select the 'Reorder Room' option from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/websitFew readersHow to change labor type to Overall labor?
Introduction In x.doc, you can adjust your labor type to 'Overall Labor.' This adjustment can provide a more comprehensive view of labor costs associated with your project. Additionally, you can create custom labor headers for more specific labor cost tracking. Here's how you can make these changes. Changing Labor Type to 'Overall Labor' Go to the 'Settings' option in x.doc. Click on the 'Overall' option under the settings to change the labor type to 'Overall Labor.' (https:Few readersHow to change labor type to Custom labor?
Introduction Custom labor in x.doc allows you to add labor costs tailored to specific tasks or rooms. The feature provides flexibility in how you present labor costs in your proposals. Here's how to use it: Changing to Custom Labor To change the labor type to Custom Labor: Navigate to the x.doc Settings. Select the Custom Labor option under the Settings. After changing the labor type in tFew readersHow to use an Inventory Management document?
How to use an Inventory Management document? Introduction 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"Few readersHow to download BOM from a Proposal?
Introduction Downloading your Bill of Materials (BOM) from your proposal in x.doc is straightforward. Here's a simple guide on how to do it: Downloading the BOM Navigate to the 'Rooms & Items' section in your proposal. Click the 'Actions' button and select the 'Download' option. After you click 'Download,' your BOM will be downloaded to your device in your chosen format.Few readersHow to add optional products/room options in x.doc?
Exploring the Add Room Option in x.doc Introduction Adding a Room Option in x.doc can provide your clients different alternatives / optional products. You can add multiple room options in x.doc for a specific room. This feature is particularly useful when you want to offer multiple setups for a room, such as a Zoom room. Each option may vary in cost depending on the selected items. Follow the steps below to add a Room OptFew readersHow to submit a x.doc document to the client?
Introduction Submitting a proposal to a client is a critical step in the business process. With x.doc, you can seamlessly send your documents directly from the x.doc dashboard or the proposal page. Here's how you can do it: Submitting a Document to the Client from the Dashboard Navigate to the x.doc dashboard and select the proposal you want to submit to the client. Click on the 'Actions' button, denoted as three dots, and select the 'Review & Submit' option from the dropdown.Few readersHow do I exclude taxes on my proposal pdf?
Introduction If you wish to exclude certain taxes from your proposal in x.doc, you can easily do so. Here's a step-by-step guide on how to exclude taxes: Excluding Taxes Navigate to the 'Pricing Breakdown' section and select 'Pricing Breakdown Settings.' The 'Pricing Breakdown Settings' dialog box will open. Under the 'Tax Preferences' option, uncheck the taxes that you want to exclude.Few readersHow do I download Room Wise items in BOM?
Introduction In x.doc, you can download a room-wise itemized list from your Bill of Materials (BOM). This feature allows you to organize and view your proposal items based on the room they're allocated to, streamlining your project management process. Here's how you can do it: Setting Layout Preferences Navigate to the 'Rooms & Items' page of your proposal. Go to the 'Rooms & Items Settings.' (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image1xf4ebd.pFew readersXTEN-AV Email Integration with Outlook/Gmail
Introduction The XTEN-AV design platform is integrated with Google Authentication, allowing users to easily authenticate their Gmail and Outlook accounts. This feature lets you send proposals directly through your authenticated business email address. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/ These are the steps that you have to follow to make this integration work: Enabling 2FA in Outlook Account Log in to your Microsoft 360 accoFew readersHow to show room wise labor in a x.doc editor/client PDF?
Introduction To add room-wise labor in your x.doc editor and client PDF, you'll need to create a proposal using the Custom labor method. This option allows you to assign labor costs on a room-by-room basis, providing more granularity in your proposal. Here's how: Selecting Custom Labor Method Navigate to the "Rooms & Items" page and update your labor settings: Click on "Labor Settings."Few readersHow to apply discount on an individual item instead of all items?
Introduction In x.doc, you can apply individual discounts to each item in your proposal. Here's a step-by-step guide on how to do it: Enabling Individual Discounts Go to the 'Rooms & Items' section and select 'Rooms & Items Settings.' Under the 'Rooms & Items' settings option, select 'Yes' where it says 'Individual Discount on Items.' Click on the 'Save & Close' button to save your chaFew readersHow to add an Pricing Table to the x.doc document?
Introduction The x.doc editor allows you to add a Pricing Table to your documents, making it easier to present product details and costs to your clients. The Pricing Table does all calculations automatically, saving you time and ensuring accuracy. Here's how you can add and edit a Pricing Table: Adding a Pricing Table Navigate to the page in the x.doc editor where you want to add the Pricing Table. Click on the 'Add Element' option on the right side of the screen. (https://Few readersCan I delete a room in the proposal?
Introduction In x.doc, you have the ability to delete rooms from your proposal. This guide will walk you through the process, ensuring you can effectively manage your proposal's structure. Navigating to Your Proposal Start by going to the proposal from which you wish to delete a room. Deleting a Room Follow these steps in the 'Rooms & Items' section of your proposal: Select the room you wish to delete. Click on the Action icon, represented as three dots, for the particulaFew readersCan I hide/unhide a room in the x.doc editor/Client PDF?
Introduction There might be situations where you want to temporarily hide a room in your proposal. With x.doc, you can easily hide or unhide rooms in your x.doc editor or client PDF. Here's how: Navigating to Your Proposal Start by going to the proposal where you wish to hide or unhide a room. Hiding a Room In the 'Rooms & Items' section of your proposal: Click on the Action icon, represented as three dots, for the room you wish to hide. (https://storage.crisp.chat/usersFew readersHow to edit per item labor on the Rooms & Items page?
Introduction In x.doc, you can easily add labor values to individual items and save them to your library for future use. Here's a step-by-step guide on how to do it: Editing Labor Details Start by navigating to the 'Rooms & Items' section and select a room. Locate the item you want to edit and click on the 'Edit' option next to it. The 'Edit Product Details' dialog box will open. If thFew readersHow to send a x.doc document for Approval?
Introduction Sending a proposal for approval in x.doc is a fundamental step in coordinating with your team and ensuring the proposal meets the necessary criteria. 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 to the proposal you wish to send. (https://storage.crisp.chat/users/helpdeskFew readersHow to add Discount and Taxes in Pricing table?
Introduction Adding a discount and tax to your pricing table in x.doc can provide crucial information to your clients and help streamline your proposal process. Follow the steps below to do so: Adding Discount and Tax Columns Begin by clicking the plus (+) icon in your pricing table. This action will prompt the addition of a 'Discount' column. Pricing Table To incorporate the 'Discount'Few readersWhat are the different labor methods?
New x.doc Different Types of Labor Settings Introduction In x.doc, you can use three labor methods to create proposals: Per Item, Overall, and Custom. Each method offers unique ways to manage your proposal, tailored to your specific needs. Here's how to use them: Changing Labor Method To switch between labor methods: Navigate to the x.doc Settings. Select the Settings option and choose your preferred labFew readersHow to Show/Hide details in x.doc?
Introduction The Show/Hide Details feature in x.doc provides flexibility in customizing the view of your Bill of Materials (BOM) in the proposal's 'Rooms & Items' section. It allows you to select which columns to display or hide in the PDF version of the BOM. Here's how you can use this feature: How to Use the Show/Hide Details Feature Navigate to the 'Rooms & Items' section of your proposal. On the right side of the page, locate and click on the 'Show/Hide Details' option.Few readersHow to add products in a room?
Introduction Adding products to a room in your proposal is a breeze with x.doc. Here's a step-by-step guide on how you can do it: Adding Products to a Room Select a room under the 'Rooms & Items' section of your proposal. Click on the 'Add Item' button. You can search and add products to your proposal using the XTEN-AV and My Library options. Simply click on 'Add to Proposal' for your cFew readersHow do I sync BOM products with Proposal?
Introduction Syncing your Bill of Materials (BOM) products with your proposal ensures that all your product details are up-to-date and consistent with your design. Here's how you can do it: Syncing BOM Products Navigate to the proposal and go to the 'Rooms & Items' section. Click the 'Sync with Design' button. A dialogue box will appear. Select the room you want to sync and hit the 'SyFew readersHow to add an image to the x.doc document?
Introduction Adding and editing images in your x.doc documents can help to make your proposals more engaging and visually appealing. The x.doc editor provides an easy-to-use interface for inserting and adjusting images. Here's how you can do it: Adding an Image Navigate to the page in the x.doc editor where you want to add the image. Click on the 'Add Element' option on the right side of the screen. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imagesaFew readersHow to apply shipping charges and shipping taxes?
Introduction Incorporating shipping charges and taxes into your proposal in XTEN-AV is a simple and straightforward process. This guide will provide step-by-step instructions to ensure these costs are accurately included in your proposals. Adding Shipping Charges and Taxes Begin by navigating to the proposal where you want to apply shipping charges and taxes. Go to the 'Pricing Breakdown' section and click on the 'Pricing Breakdown Settings.' (https://storage.crisp.chat/users/hFew readersHow to download a x.doc document Zip file?
Introduction Downloading the x.doc document as a Zip file from XTEN-AV can be done in two simple ways. We've designed an easy process to ensure you can obtain your documents swiftly. Here's how: Downloading from the x.doc Dashboard Navigate to the x.doc Dashboard. Locate the Action Button, represented as three dots. Click on the "Download Zip" option under the Action Button. DownloadiFew readersHow to delete x.doc document?
Introduction In x.doc, you have the flexibility to delete documents when they're no longer needed. This can be done in two ways: from the dashboard page or directly from the proposal page. Here's a detailed guide on how you can do this: Method 1: Deleting from the Dashboard Page Navigate to the x.doc dashboard page. Locate the document you wish to delete. Click on the "Action" option denoted as three dots, then choose the "Delete" option from the dropdown menu. (https://sFew readersXTEN-AV GSuite Business Email Integration
Introduction XTEN-AV's design platform is integrated with Google Authentication, allowing users to easily authenticate their GSuite, Outlook, or other accounts. This allows sending proposals directly through your authenticated business email address. However, please note that sending emails using GSuite only works with business emails, and the administrator of your email domain must have enabled "domain-wide delegation" for your GSuite domain. For steps to turn on domain-wideFew readersHow to show room wise Rooms & Items in a x.doc editor/client PDF?
Introduction In x.doc, you can easily organize your proposal items room-wise for better clarity and structure. Here's a guide on how to do it: Setting Room-Wise Layout Navigate to the 'Rooms & Items' section and select 'Rooms & Items Settings.' Under the 'Layout Preferences' option, select 'Room Wise.' This lists down the items room-wise. Click on the 'Save & Close' button to save youFew readersHow to re-order items in Rooms & Items section?
Introduction In x.doc, you can easily reorder items within a room in your proposal. This guide will show you how to do it: Reordering Items Navigate to the 'Rooms & Items' section in your proposal and find the item you want to reorder. Click on the drag icon next to the item. You can then move the item up or down to place it in your desired sequence. 3. After reordering, the new sequence ofFew readersHow to add markup/margin in the proposal?
Introduction Adding a markup or margin to your proposal items in x.doc is a straightforward process. Here's a step-by-step guide on how to do it: Adding a Markup or Margin Inside your proposal, navigate to the 'Rooms & Items' section and select 'Rooms & Items Settings'. You can choose to apply either a markup or margin to your proposal. Once you make your selection, you will have the optFew readersHow to change the currency in a Proposal?
Introduction Changing the currency type for your proposal items in x.doc can be done in a few easy steps. Here's a quick guide on how to do it: Changing the Currency Type Go to the 'Rooms & Items' section and select 'Rooms & Items Settings.' Once you've clicked on it, select any currency type from the drop-down menu. Click on the 'Save & Close' button to save youFew readers