• How to mark a project proposal as default? (Old Article)

  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 readers

• How to add technical description in proposal? (Old Article)

  We have a separate section for product descriptions which is "Technical Description of items". 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 'Technical Breakdown' section and click on the 'Add Section' button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963Few 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 administrFew readers

• Real-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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• XTEN-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 readers

• How 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 readers

• Can 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 readers

• How 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 readers

• How 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 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, rFew readers

• How 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 readers

• How to apply Equipment Discount on individual line items in x.doc?

  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 readers

• Can 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 readers

• How 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 readers

• XTEN-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 readers

• How 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 readers

• Can 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How to hide a section from client Preview/PDF?

  Introduction In x.doc, you can hide certain document sections from the client's PDF. This feature can be helpful when you want to include notes or internal information that should not be visible to the client. Here's how you can hide a section from the client's PDF: Hiding a Section On the x.doc editor page, click on the section you want to hide from the client's PDF. Click on the 'HideFew readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• What are 'variables' and how to add them to an x.doc document?

  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. This can save you time and ensure consistency across your documents. Here's how you can add variables to your x.doc document: Adding Variables Select the element where you want to add the 'Variable' on any page. The Variable menu will appear on the right of the proposal. (https://storage.crisp.chat/usersFew readers

• How to re-order sections on the x.doc editor page?

  Introduction In the x.doc document, you can reorder sections according to your preference. This feature allows you to customize the flow of your document to better suit your presentation needs. Here's how you can do it: Go to the section in your x.doc document that you want to reorder. 2. Click on the drag icon and move the sections to your desired sequence. (https://storage.crisp.chat/users/heFew readers

• How 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 readers

• What 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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

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

  Introduction In x.doc, you can easily resync per-item labor headers with the group labor in your proposal. This feature allows you to ensure that your labor headers are consistent with the labor settings of the respective group. Here's how you can resync labor headers with the group labor: Resyncing Labor Headers with Group Labor Start by going to your proposals 'Rooms & Items' page in x.doc. Here, you'll find the 'Labor Settings' option on the right side of the page. (https://Few readers

• How to duplicate an element in x.doc document?

  Introduction In x.doc, you can duplicate elements such as images, text boxes, shapes, and signatures. This feature can be useful when using the same element multiple times in your document. Here's how you can duplicate an element in an x.doc document: Duplicating an Element Select the element (Image, text box, shapes, signature) you want to duplicate in your x.doc document. Click on the 'DFew readers

• How to save x.doc document as a Template?

  Introduction Creating a template in x.doc can help you save time and maintain consistency across your documents. Here's how you can do it: Creating a Template On the x.doc editor page, click the 'Save As New' option under the Templates option from the bottom left side of the proposal. Enter the template name and click the 'Save' button. You can also save the equipment list with this templaFew readers

• How to change padding of an image?

  Introduction In x.doc, you can adjust the padding of an image to control the space around it. This feature can be useful when creating a certain layout or design in your document. Here's how you can change the padding of an image in an x.doc document: Changing Image Padding On the x.doc editor page, select the image for which you want to change padding details. When you select the image, tFew readers

• How to add shapes to x.doc documents?

  Introduction Adding shapes to your x.doc document in x.doc can help you create more visually engaging and organized content. Here's a step-by-step guide on how to do it: Adding a Shape to a Section in x.doc Document Navigate to the section where you want to add a shape and click on the 'Add element' option from the right side of the proposal. Choose the shape that best suits your needs frFew readers

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

  Introduction Creating custom sections in your x.doc document can help you tailor your content to your specific needs. Here's how you can do it: Adding a Custom Section On the x.doc editor page, click the 'Sections (+)' button on the top-left corner of your proposal. Click on the Custom section option from the drop-down menu in the 'Add Section' dialogue box. (https://storage.crisp.chaFew readers

• How to rename and delete tags?

  Introduction In x.doc, tags can be used to categorize and organize your documents. If you need to rename or delete a tag, you can do so from the x.doc dashboard. Here's how: Renaming or Deleting a Tag On the x.doc dashboard page, go to the tag you want to rename or delete. Click on the 'Action' icon beside the tag. (https://storage.crisp.chat/users/helpdesk/websFew readers

• How 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 readers

• How to insert a table under the text box?

  Introduction In x.doc, you can easily add a table to your proposal. This feature allows you to organize your information in a structured manner. Here's how you can add a table to your proposal: Adding a Table to Your Proposal Go to the proposal section where you want to add the table under the text box. When you select the text box, the toolbar will appear at the top of your proposal.Few readers

• How to preview a x.doc document before submitting it to the client ?

  Introduction In x.doc, you can easily preview your document to see how it will appear to the client. This feature lets you review your work before sending it out, ensuring everything is in order. Here's how you can preview your document: Previewing Your Document On the x.doc editor page, click the 'Preview' option under the 'Action' button. This will take you to the preview page, where youFew readers

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

  Introduction Adding specific sections like 'Rooms & Items' to your x.doc document can help you organize and present your information more effectively. Here's a step-by-step guide on how to do it: Adding the 'Rooms & Items' Section to the x.doc Document On the x.doc editor page, click the "Add section (+)" button at your screen's top-left corner. 2. Once you click on it, select the 'Rooms & IteFew readers

• How to duplicate a page in a section?

  Introduction Duplicating a page in your x.doc document is a handy feature that can save you time and effort, especially when creating multiple pages with similar content or layout. Here's how you can do it: Duplicating a Page in x.doc Document To duplicate a page in a section, click on the 'Duplicate Page' option located at the top right corner of the page. Select the section where you wanFew readers

• How to rename a section?

  Introduction Renaming a section in your x.doc document is a straightforward process. This can help you better organize your document and make it easier for others to understand. Here's how you can do it: Renaming a Section in x.doc Document Navigate to the 'Section' which you want to rename. Click the 'Edit Name' option located under the 'Action' icon ( ⋮ ). This will allow you to update your section name. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/iFew readers

• How to manually update stages of your x.doc document?

  Introduction Managing the stages of your x.doc document is crucial for tracking its progress and maintaining control over its status. Here's how you can manually update the stages of your x.doc document: Updating Document Stages Move Between Stages: On the x.doc document, you can drag your document from one stage to another. Move to Sent, Viewed, Accepted, and Declined Stages: WhiFew readers

• Can I change the custom products logo with our company logo?

  Introduction In XTEN-AV, you can upload and set your organization's logo. This logo will appear on your custom products in the x.doc editor and client proposal PDF, providing a professional and personalized touch to your documents. Here's how you can do it: Uploading and Setting Your Organization's 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. (httpsFew readers

• What is 'repeater' and how to apply it to an element?

  Introduction In x.doc, the 'Repeater' feature allows you to copy and paste an element on every document page at the same spot. This is particularly useful when you want to design elements like footers or headers that need to appear consistently across all pages. Here's how you can use the 'Repeater' feature: Using the 'Repeater' Feature Select the element you want to apply as a repeater in your x.doc document. Repeater 1 (https://storage.crisp.chat/users/helpdesk/website/e3cdae6Few readers

• How to change the background color of the x.doc document page?

  Introduction Changing the background color of a section in your x.doc editor can help you highlight important information or differentiate between different sections. Here's how you can do it: Changing Background Color On the x.doc editor page, select the section where you want to change the background color. Click on the 'Change Background Color' option from the menu on the right side of the proposal. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imageFew readers

• How to update per item labor from My library page?

  Introduction Managing labor details for your products is an essential part of project management. Here's how you can edit labor details in your library: Editing Labor Details From the dashboard, navigate to 'My Library'. On the 'My Library' page, click on the 'Edit Labor Details' option from the Action menu denoted as three dots ( ⋮ ) (https://storage.crisp.chat/users/helpdesk/website/Few readers

• How to Edit x.doc document details?

  Introduction In x.doc, you can easily edit the details of your documents, such as the document name and contact details. This feature allows you to keep your documents up-to-date and accurate. Here's how you can edit the details of a document in x.doc: Editing Document Details Go to the x.doc documents page, and click on the 'Actions' option denoted as three dots ( ⋮ ) on the proposal you want to edit details. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/Few readers

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

  Introduction Adding sections in your x.doc document can help you structure your content effectively. Here's how you can do it: Adding a Section On the x.doc editor page, click the 'Sections (+)' button on the top-left corner of your proposal. Once you click on it, an 'Add Section' dialogue box will appear where you can choose the section you want to add. (https://storage.crisp.chat/usFew readers

• How to create x.doc documents from scratch?

  Introduction Creating a new x.doc document is a straightforward process. Here's how you can do it: Creating a New x.doc Document Click on the 'x.doc' tab in the left navigation menu of your dashboard. Click the 'Create New' button at the right corner of your x.doc dashboard to create a new x.doc document. 3. You will be directed to the template page once you click the 'Create New' button.Few readers

• How to apply Labor Tax and Labor Discount?

  Introduction Adjusting the financial aspects of a proposal is a crucial part of any project planning process. In x.doc, the 'Pricing Breakdown' section provides you with the flexibility to apply specific Labor Tax and Labor Discount rates. These settings allow you to fine-tune the labor pricing in your proposal, which can help you meet specific client requirements or adhere to your company's pricing policies. Go to your proposal's 'Pricing Breakdown' section and select 'Pricing BreakdowFew readers

• How to add technical description in proposal?

  Introduction x.doc provides a dedicated section for product descriptions, known as the 'Technical Breakdown' section. This section allows you to provide detailed technical descriptions of the items in your proposal. Here's how you can add this section to your x.doc document: Adding the 'Technical Breakdown' Section to the x.doc Document On the x.doc editor page, click on the "Plus (+)" icon at the top-left corner of your screen beside the 'Sections' heading. (https://storage.crFew readers

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

  Introduction Creating a proposal for your design can help you present your ideas in a structured and professional manner. Here's how you can create a proposal using the x.doc tool: Creating a Proposal Navigate to the design for which you want to create a proposal. Select the' Proposal' tab on the 'Design Doc' page. Click on the 'Create New' option. Once you click 'Create New,' you wFew readers

• How to add a page in a section?

  Introduction In x.doc, adding a new page to a static section is straightforward. This feature allows you to expand your document with additional content as needed. Here's how you can add a new page to a static section: Adding a New Page to a Static Section On the page's top right corner, click the 'Add Page' button. As soon as you click on the 'Add Page' option, the page for the selectedFew readers

• How to share the saved x.doc template?

  Introduction In x.doc, you can share the templates you saved with other users in your group. This feature allows for efficient collaboration and consistency across documents. Here's how you can share a template: Sharing a Template Click on the x.doc templates option under the templates option from the left navigation menu. Once you click on it, it will lead you to the template page, wherFew readers

• How to add a drawing from X-DRAW to your x.doc document?

  Introduction In x.doc, you can easily add your X-DRAW drawing to your proposal. This feature allows you to incorporate detailed line schematics into your document, enhancing the clarity and professionalism of your proposal. Here's how you can add your X-DRAW drawing to your x.doc proposal: Adding X-DRAW Drawing to Your Proposal Go to the design where you want to download the line schematic. Click on the 'Download' option below the 'Line Schematic' and select the PDF format to downlFew readers

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

  Introduction In x.doc, you can easily apply Equipment Tax and Discount to your proposal. This feature allows you to adjust the pricing of your proposal according to your specific requirements. Here's how you can apply Equipment Tax and Discount: Applying Equipment Tax and Discount Navigate to the proposal where you want to apply Equipment Tax and Discount. Select the 'Pricing Breakdown' section. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imagelga4v2.pnFew readers

• How to delete the page from the section?

  Introduction Deleting a page from your x.doc document can help you manage your content and keep your document organized. Here's how you can do it: Deleting a Page Navigate to the page which you want to delete from the section. Click on the delete icon to initiate the deletion process. A confirmation prompt will appear. Click on the 'Yes, I am sure' button to confirm the deletion of youFew readers

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

  Introduction Adding a static section in your x.doc document allows you to position and organize items (Text, Images, PDF, Shapes, etc.) precisely where you want them. Here's how you can do it: Adding a Static Section On the x.doc editor page, click the 'Sections (+)' button on the top-left corner of your proposal. Click on the Custom section option from the drop-dowFew readers

• How to mark a project proposal as default?

  Introduction Marking a proposal as default for a particular project can help you streamline your workflow and ensure consistency across your projects. Here's how you can do it: Marking a Proposal as Default for a Project Navigate to the project you want to mark a proposal as default. Click on the 'View' button to access the project details. Once you click on 'View', you'll be led to theFew readers

• How to update per item labor in bulk?

  Introduction In x.doc, you can quickly update labor rates for different combinations of brands and categories. This feature allows you to efficiently manage labor costs in your library. Here's how you can do a quick update of labor rates: Quick Update of Labor Rates Navigate to 'My Library': Navigate to the 'My Library' option on the left side of the Dashboard menu. Click ' Manage LaborFew readers

• How to download the x.doc document that has been accepted and signed by a client?

  Introduction In x.doc, you can easily download a document that the client has accepted and signed. This feature allows you to keep a local document copy for your records. Here are two ways you can download a signed and accepted document: Downloading a Signed Document From the Dashboard: Go to the x.doc dashboard and locate the document you want to download under the 'Accepted' section. CFew readers

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

  Introduction In x.doc, you can add a custom 'Labor Breakdown' section to your proposal. This feature lets you specify labor types and rates according to your needs. Here's a step-by-step guide on how to add a 'Labor Breakdown' section in the x.doc editor: Adding a Labor Breakdown Section Start by going to your proposal's 'Rooms & Items' section in x.doc. Here, you'll find the 'Labor Settings' option. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imageu25sFew readers

• How to move a x.doc document to archive?

  Introduction Archiving a document in x.doc lets you organize your workspace by moving inactive or completed proposals to a separate location. Here's how you can do it: Archiving a Document Navigate to the x.doc document page, and click the 'Action' option denoted as ( ⋮ ) under the proposal you would like to move to the archive. Click the 'Archive' option to move your document to the archiFew readers

• How to add sign to x.doc document?

  Introduction In x.doc, you can add a signature to your document to make it official or to indicate approval. This feature allows you to select a signee and add their signature or initials to the document. Here's how you can add a sign to an x.doc document: Adding a Signature Go to the section where you want to add a sign and click on the 'Add element' option from the right side of the proposal under 'Element Actions.' (https://storage.crisp.chat/users/helpdesk/website/e3cdae643Few readers

• How to mark a template as default?

  Introduction You can set a default template for your x.doc documents. This feature allows you to maintain a consistent format across all your proposals, saving time and ensuring a professional appearance. Here's how you can do it: Setting a Default x.doc Template Click on the 'x.doc templates' option under the 'Templates' option from the left navigation menu. Once you click on that, it wilFew readers

• Where I can view x.doc document Activity logs?

  Introduction The Activity Logs feature in x.doc allows you to track all activities related to your document. This can be particularly useful for keeping track of changes and updates. Here's how you can access it: Accessing Activity Logs Navigate to the x.doc dashboard page. Click the 'Activity logs' option under the 'Action' button, denoted as ( ⋮ ) three dots. Once you click on it, youFew readers

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

  Introduction Creating a proposal using Doc and PDF files in x.doc is a straightforward process. This feature allows you to upload your existing documents and convert them into an x.doc document, which can then be customized and shared with your clients. Here's how you can do it: Creating a Proposal Using Doc and PDF Files Go to the x.doc dashboard page and click the 'Create New' Button. OFew readers

• How to send an element backward / forward in an x.doc document?

  Introduction In your project, you may need to adjust the layering of elements such as text boxes, shapes, images, or PDFs. This can be done by sending elements backward or bringing them forward. Here's how you can do it: Adjusting Element Layering Select the Element: Choose the element (text box, shapes, images, PDF) you want to send backward or bring forward. Click on the backward/forwardFew readers

• How to delete section from x.doc editor?

  Introduction Deleting a section from your x.doc document can help you manage your content and keep your document organized. Here's how you can do it: Deleting a Section Navigate to the section that you want to delete from the x.doc editor. Click on the delete option under the action button, denoted as the ( ⋮ ) icon on the menu. (https://storage.crisp.chat/users/helpdesk/website/e3cdaFew readers

• How to share a x.doc document with your team / co-workers?

  Introduction Sharing your x.doc document with your co-workers is a simple process. This feature allows for easy collaboration and review of documents within your team. Here's how you can do it: Sharing an x.doc Document with a Co-worker On the x.doc dashboard page, click the three dots ( ⋮ ) icon to open the 'Actions' menu. From the list, click on the 'Share with co-worker' option. The 'ShFew readers

• How to change the Opacity / Visibility of element?

  Introduction In x.doc, you can adjust the opacity or visibility of an element to customize the look and feel of your document. This feature allows you to control how much background is visible through the element. Here's how you can change the opacity/visibility of an element: Changing Opacity / Visibility Select the element for which you want to change the Opacity / Visibility. Change thFew readers

• How to recall an already submitted x.doc document?

  Introduction In x.doc, the 'Recall' feature allows you to move a sent document back to the draft stage, enabling you to edit and update it as required. Here's how you can recall an x.doc document: Recalling an 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. (https://storage.crisp.chat/users/helFew readers

• Can I view items category wise items in Rooms & items page/client PDF?

  Introduction In x.doc, you can view items categorically in the 'Rooms & Items' page or client PDF. This feature allows you to organize your items based on their categories, making navigating through the proposal easier for you and your clients. Here's how you can do it: Viewing Category-Wise Items in the 'Rooms & Items' Page/Client PDF Click on the 'Rooms & Items' section on the proposal editor. Then click the 'Rooms & Items Settings' button on the right-hand panel. (https://stFew readers

• How to download the client pdf of the x.doc document?

  Introduction In x.doc, you can easily download a client PDF from the editor page. This feature allows you to keep a document copy for your records. Here's how you can download a client PDF: Downloading a Client PDF On the x.doc editor page, click on the 'Download Client PDF' option from the 'Actions' dropdown menu on the right side of the proposal. Once downloaded, it will appear like thisFew readers

• How to share a x.doc document to the client via link?

  Introduction Sharing your x.doc document with clients or team members is easy. You can simply copy the Link to the document and share it. Here's how you can do it: Copying the Link to an x.doc Document On the x.doc dashboard page, click the "Copy Link" option under the "Action" option. 2. You can copy the x.doc document link by clicking the 'Copy Link' option. (https://storage.crisp.chat/uFew readers

• How to change the element border color and style?

  Introduction Customizing the border color of elements such as shapes, images, or PDFs can help you enhance the visual appeal of your project. Here's how you can do it: Changing the Border Color of an Element Choose the element (shapes, images, PDF) you want to change the border color. Select the 'Border' option from the right side of the screen. Select the border color that suits yourFew readers

• How to add a text box in the x.doc document?

  Introduction Adding a text box to your document in the x.doc editor can help you highlight important information or add notes. Here's how you can do it: Adding a Text Box In the x.doc editor, navigate to the page where you want to add a text box. Click on the 'Add Element' option under 'Element Actions' on the right side of the screen. From the 'Add Element' dialogue box, click on the tFew readers

• How to edit a product Selling price on the Rooms & Items page?

  Introduction In x.doc, you have the flexibility to edit the selling price of a product directly from the 'Rooms & Items' page. This feature allows you to adjust your proposal to meet client requirements or adhere to your company's pricing policies. Here's how you can do it: Editing Product Selling Price on the 'Rooms & Items' Page You can edit the product pricing in a proposal by clicking the 'Edit' icon next to the product name. (https://storage.crisp.chat/users/helpdesk/websiFew readers

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

  Introduction Adding a 'Pricing Breakdown' section to your x.doc document in x.doc can help you provide a detailed breakdown of the costs associated with your proposal. This can enhance transparency and help your clients understand the cost structure better. Here's how you can add this section: Adding the 'Pricing Breakdown' Section to the x.doc Document On the x.doc editor page, click on the "Plus (+)" icon at the top-left corner of your screen beside the 'Sections' heading. (hFew readers

• How to delete an element in the x.doc document?

  Introduction Deleting an element from your x.doc document can help you manage your content and keep your document organized. Here's how you can do it: Deleting an Element Navigate to the section in which you want to delete an element. Select the element (Image, Text Box, PDF, Signature, and Shapes) you want to delete in your x.doc document. (https://storage.crisp.chat/users/helpdesk/wFew readers

• How to assign a tag to x.doc document?

  Introduction In x.doc, tags can be used to categorize and organize your documents. Assigning a tag to a proposal can help you manage your documents more effectively. Here's how you can assign a tag to a proposal: Assigning a Tag On the x.doc dashboard page, click the 'Action' option denoted by three dots ( ⋮ ) on the proposal to which you want to assign a tag. After clicking the 'Assign TaFew readers

• How to link a x.doc documents to project?

  Introduction Linking your x.doc document to a project in x.doc is a simple process. This can help you keep your documents and projects organized and easily accessible. Here's how you can do it: Linking an x.doc Document to a Project On the x.doc dashboard page, click the "Link to a Project" option under the 'Action' option ( ⋮ ) for the proposal you want to link with the project. After clFew readers