How do I exclude taxes on my proposal pdf?
On the proposal page, click on the gear icon. Under the 'Advanced' settings option, select 'Yes' as an answer to 'Do you want to exclude taxes?' Click on the 'Save' button to save your changes. Once you apply the tax setting, your proposal will not include taxes and will not appear in your x.doc editor or client pdPopularHow to show room wise Areas & Items in a x.doc editor/client PDF?
Please follow the mentioned steps to view room-wise Areas & Items in the x.doc editor/client PDF. On the proposal page, click on the gear icon. Under the 'Advanced' settings option, select 'Yes' as the answer to Would you like to have room wise Areas and Items?' You can also include the Area and Item section summary page in your client PDF by checking the check box "Do you need summary page in client PDPopularHow to apply a single tax on all items?
On the Area & Items page, click on the gear icon. Under the 'General' settings option, select the 'yes' as an answer to "Would you like to apply single tax on all your items?' Click on the 'Save' button. After you apply the setting, the single tax will apply to all of your items and will appear under the PricingSome readersHow to re-order items in Areas & Items section?
Go to the Item which you want to re-order in your proposal, under the 'Areas & Items' section. Click on the drag icon and re-order the product as per your requirement. After reordering the item, it will also appear in your x.doc editor and client pdf with an updated sequence.Some readersHow to add optional products in a proposal?
On the proposal page, click on the gear icon and select the 'Advanced' settings option. Once you click on it, select 'Yes' as an answer to 'Would you like to add any optional products?' Click on the 'Save' button to save your changes. When you select 'Yes', a new section will be added, where in you can add products by clicking on the 'Add Item' option under the Optional products section. (hSome readersHow to edit a product details on the Areas & Items page?
You can edit the product details in a proposal by clicking on the 'Edit' icon next to the product name. Once, you click on it, it will lead you to edit item page, where you can edit your product details, quantity, and Pricing. To save you changes, click on the Save & Close button. After you've updated the productSome readersHow 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 readersHow to add products in a room?
You can add products to a room by clicking on the 'Add Item' button, in the Areas and Items section. Select the room, from the drop-down menu, in which you want to add products. You can Search and Add product to your proposal using XTEN-AV and My Library option. Click on the 'Add to proposal Option. After AddiSome readersHow to download BOM from a Proposal?
You can download your BOM from the proposal by clicking on the 'Download' option under the 'Action' button in the 'Areas and Items' section.Some readersHow to change the currency in a Proposal?
Inside the proposal, click on the gear icon and choose the 'General' settings option. Once you click on it, select any currency type from the drop-down menu. Click on the 'Save' button to save your changes. You can view the item prices in your proposal with the updated currency. (https://storage.crisp.chat/Some readersCan I move optional products to a room?
You can move a product from an optional product to a room by clicking on the move button under 'action'. Click on it. Select the room name from the drop-down menu in which you want to move this product. Click on the 'Save Changes' button to save your changes. After you've moved the product, you can uSome readersHow to add markup/margin in the proposal?
Inside the proposal, click on the gear icon and select the 'General' settings option. You can choose between markup or margin which you want to apply in your proposal. Click on the 'Save' button to save your changes. On the Area & Items page, enter the value under the margin option and click on the 'Apply' button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image1ncwg2s.Some readersCan I choose an appropriate labor spelling?
Please follow the mentioned steps to choose an appropriate labor spelling. On the proposal page, click on the gear icon. Under the 'Advanced' settings option, choose the labor spelling as per your need. Click on the 'Save' button to save your changes. Once you change the labor spelling from Settings, you will bSome readersHow to apply discount on an individual item instead of all items?
On the proposal page, click on the gear icon Under the 'General' settings option, select 'Yes' a the answer to 'Would you like to apply equipment discount on individual line items instead of all the items?' Click on the 'Save' button to save your changes. After applying the settings, you will be able to appSome readersHow to apply shipping charges and shipping taxes?
Go to the proposal in which you want to shipping charges and Taxes. Under the 'General' settings option, you can apply shipping charges and shipping taxes as per your requirement. Click on the 'Save' button to save your changes. Shipping charges and shipping taxes will appear under the Pricing breakdown section. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image17scn54.pFew readersCan I delete a room in the proposal?
Go to the proposal from which you want to delete the room. Under the 'Areas and Items' section, you can delete your room. Click on the 'setting' icon for the room that you wish to delete. Check the "Do you want to delete this room?" option and click on the 'Save' button to save your changes. Once you dFew readersHow do I sync BOM products with Proposal?
Please follow the steps to sync you BOM products in the Proposal: Go to the ‘Area & Item’ section under the Proposal and click on the ‘Sync with Design’ button under the Actions button. Select the room from the drop-down menu which you want to sync and hit the Sync button in order to see the updated results. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/sync-with-design-Few 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/image1jtz5Few readersHow to re-order rooms in Areas & Items section in the proposal?
On the proposal page, Click on the Reorder Room Option under the Action button under the Areas & Items section. Once you click on it, it will take you to the Reorder Rooms option, where you can reorder your rooms. Click on the drag icon and re-order the rooms to the desired sequence. Once you change the order of yoFew 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.Few readersHow to round off my prices in the proposal pdf?
Please follow the mentioned steps to round off prices in the x.doc editor and client pdf. On the proposal page, click on the gear icon. Under the 'Advanced' settings option, select 'Yes' as the answer to 'Would you like to round off to a whole number instead of rounding off to two decimal places?' Click on the 'Save' button to save your changes. (https://storage.crisp.chat/users/helpdesk/website/e3cFew readersHow to change labor type to Custom labor?
You can change the labor type to Custom Labor by clicking the Custom Labor 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. After creating a proposal, It will create a new Custom Labor section below area & item section. To add custom labor, click on the 'Add Labor' under the custom labFew readersCan I hide/unhide a room in the x.doc editor/Client pdf?
Go to the proposal in which you want to hide/unhide the room in your x.doc editor/Client pdf. Under the 'Area and Items' section, you can hide/unhide your room. Click on the 'setting' icon for the room that you wish to hide/unhide. Select the Do you want to hide this room and its items from the client PDF?" option and click on the 'Save' button to save your changes. (https://storage.crisp.chat/users/Few readersHow do I download Room Wise items in BOM?
Please follow the mentioned steps to download the Room wise item in your BOM. On the proposal page, click on the gear icon. Under the 'Advanced' settings option, select 'Yes' as the answer to Would you like to have room wise Areas and Items?' You can also include the Area and Item section summary page in your client PDF by checking the check box "Do you need summary page in client PDF?" Click on theFew 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 add Area & Items section to a x.doc document?
On the x.doc editor page, click on the "Add section (+)" button, on the top-left corner of your screen. Once you click on it, click on the Area & Items section and click on the Add section button. Once you add the section, itFew readersHow to make a copy of x.doc documents?
On the x.doc dashboard page, go to the document to which you want to make a copy. Click on the "Make a Copy" option under the "Action" option. Enter the name of the new document and click on the Save button. Once you clickFew readersHow to edit per item labor on the Area & Items page?
On the Area & Item page, click on the edit icon next to the product name. Under the Labor Details, select the room in which you want to add labor. If the product is not present in your library, you can save that product in your library along with the labor values, by checking on 'Copy to My Library' option as shown below. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image1e20w7Few 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 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 hide and show Areas & Items headers in client pdf?
On the x.doc editor page, go to the Area & Items Section and click on 'Show/Hide Details' option. Check or uncheck the headers that you want to show in your pdf. Click on the Save button.Few readersHow to add Labor 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 'Labor Breakdown' section and click on the 'Add Section' button. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image97Few readersHow to change labor type to Overall labor?
You can change the labor type to Overall Labor by clicking the "Overall" option under the x.doc settings from the Settings option. Go to the proposal to which you want to add labor. Click on the gear icon and then click on the 'Advanced' settings option. Also, you can add your custom labor by clicking on the "Add Custom labor" button. Click on the 'Save' button to save your changes. (https://storageFew 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 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 readersHow to add an image to the x.doc document?
In x.doc editor, Go to page on which you want to add an image. Click on the 'Add Element' option from the right side of the screen. Select the Image option. Now, you can add stock images that are provided by XTEN-AV or you can click on 'Upload Image' to add any of your image. As soon as you upload an image, a croppeFew 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 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 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 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 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 add rooms to your proposal?
Go to the proposal in which you want to Add a room. Under the 'Areas and Items' section, you can add your room by clicking on the Add Room icon (+). Enter the room name and click on the 'Create Room' button. You will be able to see the room you added in your Area and Items section. (https://storage.crisp.chatFew 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 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 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 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 apply Labor Tax and Labor Discount?
Go to the proposal in which you want to apply Labor Tax and Labor Discount. Click on the gear icon and select the 'ADVANCED' settings option. Apply Labor Tax and Labor Discount as per your requirement. Click on the 'Save' button to save your changes. Note: Labor Tax will be applied on the net value of labor changes considered for all products. Labor Discount is the final discount 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 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 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 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 submit a x.doc document to the client?
In order to submit a document to the client, from the 'Actions' menu, click on the "Review & Submit" option. You will also find this option from the x.doc dashboard page as well. From here you can edit and customise the email by changing the subject, body, adding emails to CC or BCC. After that, click on the "Send to Client" button. The client will receive the email from your nameFew readersHow to send a x.doc document for Approval?
There are two ways to send for approval your x.doc documents. On the x.doc documents page, click on the 'Send for Approval' option under the "Action" option to send the proposal to approval. Select the approver from the drop-down menu and the click on the 'Send' button. (https://storage.crisp.chat/users/helpdFew 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 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 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 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 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 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 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 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 readersCan I change the x.doc document settings?
On the x.doc Editor, You can update the x.doc documents settings by clicking 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 change the document font style and paper size . On the setting page you can also include and exclude the Table of Content and page number option to your client pdf. After making theFew 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 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 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 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 download the equipment list in excel format?
Go to the ‘Area & Item’ section under the Proposal and click on the ‘Download BOM’ button under the 'Actions' button. You will be able to view the Areas & Items by opening the downloaded file.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 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 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 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 edit a product Selling price on the Areas & Items page?
You can edit the product pricing in a proposal by clicking on the 'Edit' icon next to the product name. Once, you click on it, it will lead you to edit item page, where you can directly update the selling price of your product by clicking on the pencil icon. Once you update the selling price, the markup will be calFew 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 download a x.doc document Zip file?
There are two ways to download the x.doc document Zip file. On the x.doc editor page, click on the Download Zip under the Action option. All zipped documents will be sent in a url to your registered email in few moments. On the x.doc Areas & Items page, click on the Download Zip under the Action option. All zipped documents will be sent in a url to your registered email in few moments. (https:/Few 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 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 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 Static custom section in x.doc editor?
A static section enables you to position and organise items (Text,Images,PDF,Shapes etc.) precisely where you want them. 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 static option and eFew readersHow to upload a pdf into the x.doc document?
On x.doc editor, Go to section in which you want to upload. Click on the 'Add Element' option from the right side of the screen. Select the pdf option, click on the 'Upload Pdf' button and select the file from the source. Select the uploaded file. (https://storage.crisp.chat/users/helpdesk/website/e3cFew 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 apply Equipment Tax and Equipment Discount?
Go to the proposal in which you want to apply Equipment Tax and Discount. Click on the gear icon. Select the 'General' settings option. Apply Equipment Tax and Equipment Discount as per your requirement. Click on the 'Save' button to save your changes.Few 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 readersHow to use an Inventory Management document?
Inventory management is used when you want to change the status of your items after a contact has accepted an proposal. Go to the x.doc dashboard page, click on the 'Inventory Management' option under the "Action" button. Once you click on it, it will take you to the Inventory Management page, where you can change the status of the item. (https://storage.crisp.chat/users/helpdesk/website/e3cdae643396Few 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 delete x.doc document?
There are 2 ways to delete x.doc documents. On the x.doc dashboard page, click on the "delete" option under the "Action" option to delete document. On the x.doc Area & Item page, click on the "delete" option under the "Action" option to delete document.Few readersHow to show room wise labor in a x.doc editor/client PDF?
To add room wise labor in your x.doc editor and client pdf, you will need to create a proposal using the Custom labor method. You can change the labor type to your proposal from the Area & Item page. Under the 'Advanced Setting, select the Custom labor option. This labor setting will apply to your individual proposal. Select 'Yes' as the answer to 'WOULD YOU LIKE TO HAVE ROOM WISE LABOR SECTION IN PDF?'Few 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 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 readersWhat are the different labor methods?
There are three types of labor methods in x.doc that you can use to create proposals. You can change the labor method from the Settings option under x.doc Settings by selecting the labor type you want to apply to your proposal. Once you have changed the labor type from the settings, you will need to create a new proposal to apply your updated labor. Per Item:- This is a global setting that will applyFew readersHow to unhide/hide product description in the client pdf?
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 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 readers