• 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 administPopular

• How to upload a pdf into the x.doc document?

  Learn how to insert PDF files into proposals and project documentation within x.doc.Popular

• How 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. On the right-hand side, click the View All 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 Default button. (https://storage.crisPopular

• Real-time Client Interaction

  Learn how to collaborate with clients in real time using shared proposals, approvals, and project updates.Popular

• How to download BOM from a Proposal?

  Learn how to export BOM data directly from proposals for procurement and project planning.Popular

• 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 accoSome readers

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

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

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

  Learn how to rearrange document sections for a better proposal structure and client experience.Some readers

• How to download the equipment list in excel format?

  Learn how to download equipment lists in Excel format for procurement, inventory, and reporting.Some readers

• What is x.doc?

  X-DOC is a digital document management tool that allows users to create, edit, and manage documents with features like templates, variables, custom sections, and inventory management. It supports collaboration and document customization, including adding signatures and change orders. You can access it via the dashboard or through the X-DOC editor. Step 1: Click on the X-DOC button from the Dashboard Click on the X-DOC button, and from the drop-down, click on the X-DOC DashboarSome readers

• How do I sync BOM products with Proposal?

  Learn how to keep your bill of materials and proposal documents aligned automatically.Some 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: From the dashboard, click on the 'Setting' option in the top-right profile area. (httpSome 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"Some readers

• How to apply shipping cost and shipping taxes?

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

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

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

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

  Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdown list of options will appear. From the list, select Organization Logo. You will be redirecSome readers

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

  Learn how to create reusable proposal templates and standardize documentation workflows.Some readers

• How to change labor type to Overall labor?

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

• How to send a x.doc document for Approval?

  Learn how to submit proposals and documents for approval before sharing them with clients.Some readers

• How to add rooms to your proposal?

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

• How to add an image to the x.doc document?

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

• How to add optional products/room options in x.doc?

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

• How to download a x.doc document Zip file?

  Learn how to export x.doc documents and related files in ZIP format for sharing and archiving.Some readers

• How do I download Room Wise items in BOM?

  Overview X-doc allows you to download room-wise BOM (Bill of Materials) items, making it easy to review and share item details grouped by rooms directly from the document. Steps to Download Room-Wise Items in BOM Navigate to the required proposal and open it in the X-doc editor. Click on the Rooms & Items page of your proposal. Under Rooms & Items SettiSome readers

• How to add markup/margin in the proposal?

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

• How to make a copy of x.doc documents?

  Learn how to copy x.doc documents and reuse proposal templates for faster project delivery.Some readers

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

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

• How to delete the page from the section?

  Learn how to remove pages from proposal sections and organize documents more effectively.Some readers

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

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

• 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.  Hiding a Room Open your proposal and navigate to the Rooms & Items section where you want to hide or unhide a room. Click the Action icon (three dots)Some readers

• How to add products in a room?

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

• How to add sign to x.doc document?

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

• How to Show/Hide details in x.doc?

  Learn how to control document visibility settings and customize proposal layouts.Some readers

• How to re-order rooms in Rooms & Items section in the proposal?

  Learn how to change room order and improve proposal organization in XTEN-AV.Some readers

• XTEN-AV GSuite Business Email Integration

  Learn how to integrate Google Workspace email with XTEN-AV for improved collaboration and communication.Some readers

• How to rename and delete tags?

  Learn how to manage tags and improve project, proposal, and document organization.Some readers

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

  Learn how to collaborate on proposals and documents with colleagues in XTEN-AV.Some readers

• How to add description in Rooms and items?

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

• How to insert a table under the text box?

  Learn how to structure proposal content by adding tables beneath text sections in x.doc.Some readers

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

  Learn how to modify product pricing and maintain accurate project estimates and proposals.Some readers

• How to create x.doc documents from scratch?

  Learn how to build professional AV proposals and project documents using x.doc.Some readers

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

  Learn how to add variables to x.doc templates and automate proposal creation with dynamic content.Some readers

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

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

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

  Learn how to review proposals and documents before sharing them with clients.Few readers

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

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

• How to change labor type to Custom labor?

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

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

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

• How to show room wise labor in a x.doc editor/client PDF?

  Learn how to show labor costs by room in client-facing proposals and documentation.Few readers

• How to change the currency in a Proposal?

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

• How do I exclude taxes on my proposal pdf?

  Introduction If you want to exclude specific taxes from your proposal in x.doc, you can easily do so. Excluding Taxes Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. The Pricing Breakdown Settings dialog box will open. Under Tax Preferences, uncheck the taxes you want to exclude, then click Save and CloFew readers

• How to apply Labor Tax and Labor Discount?

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

• How to show or hide summary for rooms and items?

  Learn how to customize room and equipment summaries in proposals and reports.Few readers

• How to duplicate a page in a section?

  Learn how to copy pages within proposal sections to speed up document creation and editing.Few readers

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

  Learn how to generate and download client-facing proposal PDFs from x.doc.Few readers

• How to show room wise Rooms & Items in a x.doc editor/client PDF?

  Learn how to organize and present room-by-room equipment details in proposal PDFs.Few readers

• How to re-order items in Rooms & Items section?

  Learn how to rearrange products and equipment within proposal room sections.Few readers

• How to Edit x.doc document details?

  Learn how to modify proposal settings, document information, and client-facing content.Few readers

• How to hide / View table of content from client pdf?

  Learn how to customize proposal PDFs by hiding table of contents pages from clients.Few readers

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

  Learn how to copy content blocks, images, tables, and other elements in x.doc documents.Few readers

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

  Learn how to update product information directly within the Rooms & Items section of a proposal.Few readers

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

  Learn how to monitor proposal activity, document updates, and approval history in x.doc.Few readers

• How to submit a x.doc document to the client?

  Learn how to send proposals and project documents to clients for review and approval.Few readers

• How to change the Opacity / Visibility of element?

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

• How to rename a section?

  Learn how to update section names and improve proposal organization in x.doc.Few readers

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

  Learn how repeaters automate content generation and improve document efficiency in x.doc.Few readers

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

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

• How to edit per item labor on the Rooms & Items page?

  Learn how to update labor costs for individual products and improve project pricing accuracy.Few readers

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

  Learn how to access and download client-approved and electronically signed proposal documents.Few readers

• How to change the element border color and style?

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

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

  Learn how to modify labor settings across products and maintain accurate project estimates.Few readers

• Can I delete a room in the proposal?

  Introduction In x.doc, you can delete rooms from your proposal to better organize and manage its structure. Deleting a Room Navigate to the Rooms & Items page and select the room you wish to delete. Click the Action icon (three dots), then select Delete Room from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/websiFew readers

• How to add technical description in proposal?

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

• How to add a page in a section?

  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 Hover your cursor over the top-right corner of the page, then click Add Page. After clicking Add Page, a new page is automatically added to the selected secFew readers

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

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

• How to delete x.doc document?

  In x.doc, you can delete documents that are no longer needed. Documents can be deleted in two ways: directly from the dashboard or from within the proposal. Method 1: Deleting from the Dashboard Page Navigate to the x.doc dashboard. Locate the document you want to delete. Click the Action menu (three dots ⋮) and select Delete. Method 2: DeletinFew readers

• How to update per item labor in bulk?

  Learn how to update labor values across multiple products simultaneously and save time.Few readers

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

  Learn how to move elements forward or backward and improve document layouts.Few readers

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

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

• How to share the saved x.doc template?

  Learn how to distribute proposal templates and maintain consistency across projects.Few readers

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

  Learn how to archive completed or inactive proposal documents while maintaining access to records.Few readers

• How to change padding of an image?

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

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

  Learn how to withdraw previously submitted proposals and make revisions before client approval.Few readers

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

  Learn how to change proposal stages and track document progress throughout the approval process.Few readers

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

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

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

  Learn how to remove content blocks, images, tables, and other elements from x.doc documents.Few readers

• How to add shapes to x.doc documents?

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

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

  Learn how to send proposals and documents to clients using secure shareable links.Few readers

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

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

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

  Learn how to add custom content sections to proposals and documentation in x.doc.Few 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. Viewing Category-Wise Items in the 'Rooms & Items' Page/Client PDF In the proposal editor, click on the Rooms & Items section. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/e1724e0c-8d8c-4b01-a654-8eFew readers

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

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

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

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

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

  Learn how to connect proposal documents with projects for better workflow and documentation management.Few readers

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

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

• How to add a custom item in X.doc?

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

• How to delete section from x.doc editor?

  Learn how to remove sections from proposals and project documents for cleaner document management.Few readers

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

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

• How to mark a template as default?

  Learn how to configure default templates and standardize project documentation workflows.Few readers

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

  Learn how to control what clients see by hiding sections in proposal previews and PDFs.Few readers

• Submittals(Spec Sheets) in x.doc

  This feature allows you to manage and view your product specification sheets directly within the x.doc. Follow the steps below to generate a Submittals (Spec Sheets) document in x.doc: Access the Sections Menu On the x.doc editor page, click on the "Plus (+)" icon located at the top-left corner of your screen, next to the sections heading. Add the Submittals Section From the dropdFew readers

• How to create a design from an existing proposal?

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

• How to Sync and Update Product Prices from My Library to a Proposal?

  To update the prices of products in your proposal from My Library, go to your proposal and click on Review & Submit. A dialog box will appear. Click Review now, and then select Update to apply the changes . On clicking on Review now a dialog box will open which will shoFew readers

• How to change labor type to Per Item labor?

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

• How to create proposal using x.doc template?

  You can create a proposal using X-Doc templates by clicking the X-Doc tab and then selecting "Templates" from the left navigation menu. Once you click on it, you will be redirected to the Manage Templates page. There, you will find multiple predefined proposal templates, which you can use to create proposal as per your requirements.. (https://storage.crisp.chat/users/helFew readers

• How to crop an Image in a proposal editor?

  To crop your image, select the image and click on the Crop Image option on the right side of the screen. A cropper tool will appear, allowing you to crop the image according to your requirements. After making the desired adjustments, click on the Crop option. The cropped image wiFew readers

• How to Add Page flow section in x.doc editor?

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

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

  Learn how to generate detailed integrator PDFs with project information and technical documentation.Few readers

• How to change the Font family to entire proposal?

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

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

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

• What is saved in a x.doc document template?

  When you create a template, these data get saved into the template - All the content and design changes on the x.doc editor of all sections and their pages. x.doc editor settings such as Default font etc. Under Room and items, all the general and advanced settings you apply and save. Products and their pricing Labor values added within the proposal The data that is not saved into the template is - Signature elements (if added)Few readers

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

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

• How to hide the description of item in proposal?

  Learn how to remove product descriptions from proposals and simplify client-facing documents.Few readers

• How to add Drawing to a proposal?

  To add a drawing to a proposal, please ensure the following conditions are met: The proposal must be linked to a Design or Project. The associated design must have Line Schematics generated.Few readers

• How to move an item from one room to another in proposal?

  You can move an item from one room to another in a proposal. Navigate to the Rooms & Items section of your proposal and select the room. Locate the item you want to move to another room and click on the Move button. Once you click on it, a pop-up will appear asking whether you want tFew readers

• Does the Business License in XTEN-AV include inventory management features?

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

• How to create area-wise proposal?

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

• How do I turn a proposal into a project?

  The Transfer to X-DRAW feature allows users to convert an existing proposal into a project. Navigate to the X-Doc dashboard from the left navigation menu. Under the Proposals section, locate the proposal you want to convert. Click the three-dot menu (⋮) on the proposal card. From the dropdown menu, select Transfer to X-DRAW. (httpFew readers

• How do I add labor in XTEN-AV?

  Click on Settings from the top right profile area. Please open the Settings page, then navigate to X-Doc Settings and click on Labor Settings. Please click on Per Item, and then select Add Labor to proceed. (https://storage.crisp.chat/users/helpdesk/website/Few readers

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

  Overview XTEN-AV allows you to apply or adjust discounts for labor and equipment directly within the Pricing Breakdown section of your proposal. This helps you modify the final pricing based on client requirements or project negotiations. Steps to Adjust Labor or Equipment Discount Go to the Price Breakdown section section and select Price Breakdown Settings. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/Few readers

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

  Overview You can create a proposal directly from the Project Page, allowing you to generate a proposal using the project’s existing details without navigating to another module. On the Project Page, find the Create Proposal button (typically available under the Actions menu or in the top-right section). You can also create a proposal directly from the left navigation menu.Few readers

• How to update the name of Overall Tax?

  You can update the name of TAX to GST by following the steps: Navigating to Pricing Breakdown Settings Open your proposal and navigate to the Pricing Breakdown section. Click Pricing Breakdown Settings. In the Pricing Breakdown Settings dialog box, enable Overall Tax under Tax Preferences. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433Few readers

• If I move a proposal to a new tag, will it still appear under the default tag?

  As per the current functionality, if you change the tag, it will be visible under the selected tag section instead of the default tag. To update or create a tag, please refer to the following guide: https://knowledgebase.xtenav.com/en-us/article/how-to-rename-and-delete-tags-nlhrer/ To assign a new tag to a proposal, click on the three-dot menu of the proposal, then select the Assign Tags option from thFew readers

• How to Delete an Item from an Area in a Proposal?

  Learn how to delete products and equipment from proposal areas while maintaining accurate project data.Few readers

• How to hide product pricing in X-DOC?

  You can hide the product pricing in X-Doc by following the steps below: Navigate to the Rooms & Items section of your proposal. On the right-hand side of the page, click Show/Hide Details. The Show/Hide Details dialog box will open. Uncheck the Pricing boxes or select the option "I don't want to show each line item pricing, only lump sum”, and then click Save. (https://stoFew readers

• How to Add a New Area in a Proposal?

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

• How to hide the product quantity in X-DOC?

  You can hide the product quantity in X-Doc by following the steps below: Navigate to the Rooms & Items section of your proposal. On the right-hand side of the page, click Show/Hide Details. The Show/Hide Details dialog box will open. Simply uncheck the Quantity box and click Save. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image6nqdfFew readers

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

  Overview XTEN-AV allows you to generate professional proposals for your designs. You can customize the proposal layout, include only the necessary sections, and add a signature element so that the proposal appears clean and ready for client approval. Steps to Create a Clean Proposal with a Signature Open project and hover over the design for which you want to create a proposal, then click on View Docs. (https://storage.crisp.chat/users/helpFew readers

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

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

• How to add drawings in the proposal?

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

• How to delete Optional Rooms in proposal?

  Navigate to and open the proposal from which you want to delete the optional rooms in the Proposal Editor. Then, click on Rooms and Items from the left navigation panel to open the section where the room options are visible. The Rooms and Items page will appear. Select the option you want to delete by clicking on it, then click on the three dots. From the list that appears, click on thFew readers

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

  Overview To add new items from your Bill of Materials (BOM) to your current proposal, you can use the Sync with Design option. This allows you to update your proposal with the latest equipment and changes made in the design. Syncing BOM Products Navigate to the proposal and go to the Rooms & Items section. Click the Sync with Design button. A dialogue box wilFew readers

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

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

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

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

• Can I create proposals for clients using your service?

  Yes, proposals can be created for clients using X-Doc. Simply go to the X-Doc dashboard, and from the dashboard page, click on the Create button to proceed.Few readers

• How to update the name of Equipment Tax?

  You can update the name of Equipment Tax by following the steps: Navigating to Pricing Breakdown Settings Open your proposal and navigate to the Pricing Breakdown section. Click Pricing Breakdown Settings. In the Pricing Breakdown Settings dialog box, click on Equipment Tax, rename it as needed, and then click the ✔️ button and Save and Close button to savFew readers

• At which stages can a proposal be duplicated?

  Overview Duplicating a proposal allows you to quickly reuse existing content, saving time when creating similar proposals. This is especially useful for recurring projects or when only minor changes are needed. You can duplicate a proposal from all stages. This means regardless of the proposal’s current status, you have the flexibility to create a copy whenever needed. Copying a Proposal On the x.doc dashboard page, navigate to the document you want to duplicate. (https://Few readers

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

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

• How to update the name of Shipping Tax?

  You can update the name of Shipping Tax by following the steps: Navigating to Pricing Breakdown Settings Open your proposal and navigate to the Pricing Breakdown section. Click Pricing Breakdown Settings. In the Pricing Breakdown Settings dialog box, click on Shipping Tax, rename it as needed, and then click the ✔️ button and Save and Close button to saveFew readers

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

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

• How to update the Room name in proposal?

  Navigate to the proposal you want to edit and open it in the proposal editor. From the left-hand navigation panel, click on the Room & Item option. The Room & Item page will appear. From there, click on the three dots (⋮) on the extreme right of the proposal name, and then select Edit Details. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image1rkFew readers

• How to update the name of Labor Tax?

  You can update the name of Labor Tax by following the steps: Navigating to Pricing Breakdown Settings Open your proposal and navigate to the Pricing Breakdown section. Click Pricing Breakdown Settings. In the Pricing Breakdown Settings dialog box, click on Labor Tax, rename it as needed, and then click the ✔️ button and Save and Close button to save the chFew readers

• Why is my product package not appearing in the generated Scope of Work?

  Overview If your Product Package is not appearing in the generated Scope of Work (SOW), it is usually due to the sequence in which the Scope of Work was generated and when the Product Package was added to the BOM. The Scope of Work only reflects the items that were included in the design at the time it was generated. If changes are made afterward, the SOW must be regenerated. Step-by-Step Guide Step 1: Generate the Scope of Work Navigate to your Project page andFew readers

• How do I monitor proposal activity and updates?

  Overview Monitoring proposal activity in XTEN-AV allows tracking the complete lifecycle of proposals, including creation, status changes, and client interactions. It provides visibility into key updates such as when a proposal is drafted, sent, viewed, accepted, or declined, helping maintain better control over the approval process. Log in to your XTEN-AV account and land on the Dashboard. Navigate to the Proposal Stages section to understand the status of proposals (Draft, SentFew readers

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

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

• How do I Include taxes on my proposal pdf?

  Introduction If you want to include specific taxes in your proposal in x.doc, you can easily do so. Excluding Taxes Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. The Pricing Breakdown Settings dialog box will open. Under Tax Preferences, check the taxes you want to include, then click Save and CloseFew readers

• How do I share a proposal with my client for approval?

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

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

  Overview You can add pricing, taxes, and discounts to your proposal in XTEN-AV to ensure accurate calculations, provide a clear cost breakdown, and manage the overall project cost and pricing structure in one place. Open the proposal where you want to configure pricing, taxes, and discounts, then navigate to the Pricing Breakdown section and click on Pricing Breakdown SettingsFew readers

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

  Overview Creating a professional proposal allows you to present your design, scope, and pricing in a structured format that can be shared directly with your client for review and approval. Steps to Create a Proposal You can create a proposal using X-Doc templates by clicking the X-Doc tab and then selecting "Templates" from the left navigation menu. Once you click on it, yFew readers

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

  Overview Yes, you can include both drawings and product details in your proposal. This helps make your proposal more informative, visually clear, and client-ready by showcasing the design along with the associated equipment. To add a drawing and product to a proposal, please ensure the following conditions are met: The associated design must have Line Schematics generated. Please refer to the link on how to generate Line schematics: https://knowledgebase.xtenav.com/en-us/article/hoFew readers

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

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

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

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

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

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

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

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