Change Order
How to create a Change Order?
The change order is created when any contact asks for changes in the Rooms and items after any proposal is viewed or accepted by the contact. On the X-DOC dashboard, go to the X-DOC document for which you want to create change order. Click on the "Change Order" option under the "Action" option. Once you click on it, it will lead you to the page where you can create a change order by clickinPopularHow to recall an already submitted Change Orders document?
On the X-DOC dashboard, go to the change order document you want to recall. Click on the "Change Order" option under the "Action" option. Once you click on it, it will take you to the page where you can view all your created change orders. Once you navigate to the change order page, you needPopularHow to view the created Change Orders?
On the X-DOC dashboard, go to the X-DOC document whose change order you want to view. Click on the "Change Order" option under the "Action" option. Once you click on it, it will take you to the page where you can view all your created change orders. Once you navigate to the change order paSome readersHow to delete a Change Order?
On the X-DOC dashboard, go to the X-DOC document whose change order you want to delete. Click on the "Change Order" option under the "Action" option. Once you click on it, it will take you to the page where you can see all your created change orders. Click on the Actions icon Once you nSome readersWhere I can view the updated Change Order in my X-DOC document?
After the client accepts the change order, it will appear as a new section in your X-DOC document. To view the change order in your X-DOC document, go to the X-DOC document for which you created a change order. You can view all the changes in your X-DOC document's Rooms & Items section. AlSome readersHow to Customize the Change Order Prefix Format?
Overview Organizations can customize the Change Order Prefix format to maintain a consistent naming structure for change orders across projects. This helps improve project organization, tracking, and internal documentation standards. Steps to Customize the Change Order Prefix Click the profile icon in the top-right corner, then select Settings from the menu.  icon. Once you click on it, you willFew readersHow do I delete a proposal on mobile app?
Overview You can delete a proposal directly from the mobile app if it is no longer required. Deleting a proposal permanently removes it from your account. Steps to Delete a Proposal Open the X-PRO Mobile App and navigate to the X-DOC section. The X-DOC Dashboard will open, displaying your proposals and other available document.  icon next to the milestone.  feature allows users to update the Scope of Work (SOW) in a design proposal using the latest SOW from the associated design. This helps ensure that the proposal reflects the most recent changes made to the design's Scope of Work.Few readersHow to show or hide the description in Payment Schedule in X-DOC?
In X-DOC, the Payment Schedule section allows you to define structured payment milestones within a proposal. You can also control the visibility of the description field based on your requirement. This helps you either display additional payment-related details or keep the section clean and minimal.Few readersHow to edit the name of Payment Schedule in X-DOC?
Payment Schedule allows you to define structured payment milestones within a proposal. You can also update the name of an existing Payment Schedule to ensure better clarity, alignment with project requirements, or client-specific labeling.Few readersHow to Remove the Milestone from Payment Schedule in X-DOC?
You can delete the Payment Schedule section from the proposal when it is no longer needed or relevant.Few readersHow to create and manage a Payment Schedule in an X-DOC?
The Payment Schedule feature in X-DOC allows you to define how and when your client will make payments for a project. You can divide the total proposal amount into multiple payment milestones, such as an initial deposit, payment before installation, and the remaining balance upon project completion. This makes it easier to clearly communicate the project's payment terms to your client within the proposal.Few readersAre Proposal ID Changes Applied in Real Time Across the Organization?
Overview Yes. Changes made to the Proposal ID settings are applied organization-wide in real time. Once the updated settings are saved, the new Proposal ID format is automatically used for all newly created proposals. How It Works When an Administrator or authorized user updates the Proposal ID settings, the system immediately applies the new configuration across the organization. No additional setup, synchronization, or manual action is required. The following changes are supported:Few readersAt which stages can a proposal be duplicated?
Learn at which stages a proposal can be duplicated in XTEN-AV and streamline proposal revisions without recreating project proposal.Few readersCan I change the custom products logo with our Company Logo?
Learn how to customize product branding and replace default logos with your company logo in XTEN-AV.Some readersCan 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 fromFew readersCan I control what my client sees in shared documents?
Yes, while editing the proposal, you can control what the client sees in the document by showing or hiding specific components of the proposal. Here are some helpful guides for managing proposal visibility: To show or hide details in the proposal: How to Show/Hide Details in X-DOC To show or hide summaries for rooms and items in the proposal: [Show or Hide Summary for Rooms andFew readersCan I create a blank proposal without using a template?
Overview In XTEN-AV, it is possible to create a proposal without using a predefined template by starting with a blank proposal. This allows full flexibility to design and structure the proposal based on specific project requirements. Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. You will be redirected to the X-DOC Dashboard page. CliFew readersCan I create proposals for clients using your service?
Navigate to the X-DOC section in the left navigation menu and select X-DOC Dashboard. On the dashboard page, click the Create button to proceed with proposal creation. Related Articles [How to Create Proposal for Project](https://knowledgebase.xtenav.com/en-us/articleFew readersCan I customize the proposal layout with my company branding?
Overview Yes, you can customize your proposal layout using your company branding. This allows you to present a professional and consistent look to your clients. Navigate to the page in the X-DOC editor where you want to add the Company logo. Click on the Add Element option on the right side of the screen. Select the Image option. Here, you can upload an Company logo as an iFew readersCan I Delete a Room in the Proposal?
Learn how to remove rooms from proposals while maintaining accurate project documentation and BOMs.Some readersCan I edit a proposal after moving it to the archive?
As per the current functionality, you cannot edit a proposal while it is in the archive. To edit the proposal, you need to restore it first. Once restored, you will be able to make changes. To restore the proposal, navigate to and open the X-DOC dashboard, then click on the Archive button located at the top-right corner of the page. You will be redirected to the *Archived DocumentsFew readersCan I edit a proposal after sending it to the client?
Overview Once a proposal has been sent to the client, it cannot be edited directly. To make any changes, you will need to recall the proposal, which will move it from the Sent stage back to the Draft stage. Kindly follow the steps below to proceed: From the X-DOC dashboard, locate the document you want to recall. You can only recall proposal from Sent and Viewed stage For the sFew readersCan I Hide/Unhide a Room in the X-DOC editor/Client PDF?
Learn how to control room visibility in x.doc documents and client-facing proposal PDFs.Some readersCan I include drawings and product details in my proposal?
Learn how to include schematics, layouts, and product information in XTEN-AV proposals for better client presentations.Few readersCan I move an accepted proposal back to the draft stage?
You cannot move an accepted proposal back to the draft stage. You can create a copy of the proposal and then start editing it. To create a copy, navigate to and open the X-DOC dashboard. Click on the three-dot menu of the proposal you want to copy, then select the Make a Copy option from the dropdown menu. A window will pop up asking for the details of the copy you are creating.Few readersCan I view items Category Wise items in Rooms & items page/client PDF?
Learn how to organize and view products by category within Rooms & Items pages and client PDFs.Some readersCan you help me create project proposals for my clients?
Learn how XTEN-AV helps AV integrators create polished client proposals, pricing documents, and project presentations.Few readersDifference Between "Transform with AI" and "Rewrite with AI"
Overview The Scope of Work (SOW) editor provides two AI-powered features that serve different purposes: Transform with AI – Updates the SOW by incorporating information from the Bill of Materials (BOM). Rewrite with AI – Modifies the existing SOW content by improving, shortening, expanding, or refining the text. Understanding when to use each option helps ensure your SOW remains accurate, complete, and professionally written. Transform with AI Use Transform with AI whenFew readersDoes the Business License in XTEN-AV include Inventory Management features?
Yes, XTEN-AV includes an Inventory Management feature. You can access it within X-DOC. Click on the menu icon located in the top-left corner of the screen. From the navigation panel, select the X-DOC Dashboard option to proceed. Please navigate to the Accepted Proposal stage, click on the three dots (⋮), and from there you will find the Inventory Management oFew readersDoes XTEN-AV support supplier-specific currencies?
Overview XTEN-AV supports multiple currencies, enabling users to create and present proposals in the currency that best suits their clients and project requirements. This flexibility helps organizations manage projects across different regions and markets while maintaining consistent pricing and proposal presentation. Supplier-Specific Currency Support XTEN-AV does not assign currencies at the individual supplier level. Instead, currency selection is managed at the proposal level. WheFew readersEnable "domain-wide delegation" for your GSuite domain
Enabling Domain-Wide Delegation in GSuite Domain-wide delegation in GSuite allows an administrator to control whether users can delegate access to their GSuite account. This is particularly useful when using GSuite for business mail. Please ensure that the administrator of your mail domain has enabled "domain-wide delegation" for your GSuite domain. In order to turn on domain-wide delegation for your GSuite domain, follow the steps mentioned below- Sign in to your GSuite administrPopularHow Can a Client Accept a Proposal?
Once a proposal has been submitted through X-DOC, the client receives a link to review the document online. From there, they can view the details, add comments if needed, and formally Accept or Decline the proposal.Few readersHow can a Client Decline a Proposal?
If a client reviews a proposal and decides not to move forward, they can decline it directly from the shared proposal link. Declining notifies the sender so they can follow up or revise the proposal as needed.Few readersHow can a client request changes to a proposal?
Overview If a client reviews a proposal and wants something adjusted — pricing, scope, equipment, terms, or any other detail — they can request changes by adding comments directly on the proposal. This lets the sender know exactly what needs to be revised before the client signs or accepts. The client receives an email with a link to the proposal. Clicking the link opens the proposal iFew readersHow can a Client Review, Sign, and Accept a Proposal?
The Client Proposal Signing feature allows clients to securely review, sign, and accept proposals directly from their browser. Clients can review the project scope, pricing, BOM, and terms before adding their signature and accepting the proposal. This provides a convenient and streamlined approval process while allowing the proposal status to be updated to **Accepted** once the signing process is completed.Few readersHow can a client sign a proposal?
Overview When a proposal includes a signature element, the client can review the document and add their digital signature directly on the proposal page — no printing, scanning, or third-party e-signature tool required. The client receives an email notification with a link to the proposal once it has been submitted. Clicking the link opens the proposal in the client's web browser. TFew readersHow can I add a Miscellaneous Item to a proposal?
Overview: The Miscellaneous Item feature allows users to add custom items to the Pricing Breakdown of a proposal. Users can define the item name, select the applicable category, enter the cost and amount, and optionally sync the amount with the cost. The feature also supports applying discounts and taxes and entering values as either a percentage or fixed amount. Once saved, the Miscellaneous Item is displayed under the Pricing Breakdown section. Add a Miscellaneous Item Open the propFew readersHow can I add Labor to my proposal in XTEN-AV?
In X-DOC, you can add labor within your proposal. To add labor to the proposal, open the proposal and navigate to the Labor Settings under the Rooms and Items section. Once you click on it, you will be navigated to the Labor Settings page, where you can set and add labor to your proposal.  don't need to go looking for it — you're notified right away, and the proposal automatically moves to the Accepted stage on your X-Doc dashboard, where you can open it anytime to view the details.Few readersHow do I access the Templates page in X-DOC?
There are two ways to access the Templates page. You can access it from the X-DOC Dashboard or directly from the XTEN-AV Main Dashboard. Option 1: From the X-DOC Dashboard Click the Menu icon to open the left navigation panel. Click X-DOC to expand the available options, then select X-DOC Dashboard. You will be redirected to the X-DOC Dashboard. In the top-rFew readersHow do I add labor headers?
Overview Labor headers help organize and categorize labor activities in your proposal, allowing you to assign custom categories for more accurate estimation and reporting. Open your proposal and navigate to the Rooms & Items page. Click Labor Settings from the right side of the page.  template in XTEN-AV to replace an existing SOW with a new standardized format. This helps ensure consistency when switching to a new template structure. Navigate to the project where you want to apply the Scope of Work (SOW). Hover your cursor over the SOW section and click the Eye icon to open it. You will be redirected to the SOW editorFew readersHow do I arrange elements (Bring to Front/Back) in X-DOC document?
Overview You can move an element in front of or behind other overlapping elements. This is useful when working with images, shapes, text boxes, and other design elements to achieve the desired layout. Open the required proposal in X-DOC. Select the element you want to arrange. In the right-side panel, under Arrange, click Bring to Front. ![](https://storage.crisp.chat/Few readersHow do I assign a vendor to a product in Inventory Management in X-DOC?
Overview You can assign vendors to products in X-DOC Inventory Management to simplify procurement and quickly identify suppliers when creating purchase orders. Method 1 From the Dashboard, navigate to X-DOC dashboard from the left-side navigation menu. From the X-DOC dashboard, click on the 'Inventory Management' option under the "Action" button.  template?
Create a copy of an x.doc Scope of Work template and customize it for new AV projects.Few readersHow do I create a copy of an X-DOC template?
Duplicate x.doc templates to reuse existing proposals, documents, and project content faster.Few readersHow do I create a professional proposal for my client?
Learn how to build client-ready AV proposals with pricing, scope of work, and project details.Few readersHow do I create a proposal using my X-DOC template?
Overview X-DOC templates help you standardize your proposal documents by reusing predefined layouts, sections, and content. You can create a new proposal using any saved X-DOC template to save time and maintain consistency across your projects. Steps to create a proposal using My template You can create a proposal using My X-DOC templates by clicking the X-DOC tab and then selecting Templates from the left navigation menu.  template in XTEN-AV if it is no longer needed or is outdated. This helps keep your template library organized and ensures only relevant templates are available for use. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. You will be redirected to the Manage TemplatesFew readersHow do I discard style changes?
Overview In XTEN-AV, you can discard style changes in a document when you do not want to apply the updated formatting or preset modifications. Open the required proposal or document in the X-DOC editor. Click on the Settings option on the left side of the page. Click on the Discard Changes option to discard the previous changes in the proposal. . Select Download Zip from the menu.Few readersHow do I Download Room Wise Items in BOM?
Learn how to export room-by-room bill of materials reports for project planning and procurement.Some readersHow do I download the Inventory Management document in X-DOC?
Overview You can download the Inventory Management document in X-DOC to view, edit, or maintain your inventory data offline. From the X-DOC dashboard, click the Action button and select Inventory Management option. On the Inventory Management page, click the Action button located on the right side of the screen.  menu located next to the Add Item buttonFew readersHow do I duplicate an X-DOC template?
Duplicate x.doc templates to create reusable versions for different AV proposals and projects.Few readersHow 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 readersHow do I edit room details in X-DOC document?
Overview The Edit Room Details feature allows you to update the information associated with a room in a proposal, such as its name and other room-specific details. Open the proposal and navigate to the Rooms section, then locate the room you want to edit. For the selected room, click the three-dot (⋮) menu located next to the Add Item button. , then select Hide Room from the dropdown menu.  ![]Few readersHow do I manage SOW templates?
Manage Scope of Work templates in x.doc by creating, organizing, and updating templates.Few readersHow do I manage templates in X-DOC My Templates?
It is very simple to manage the templates in my template section of the template page. you can create, edit, share, Preview template, upload these all actions can be perform the XTEN-AV platform to manage the templates. To navigate to the my template section of the template page. kindly follow the below mention steps. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates.  template in XTEN-AV to keep your templates organized and easy to identify. Renaming sections helps improve clarity and makes it easier to manage templates with multiple sections. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. You will be redirected to the **ManFew readersHow do I replace or update an existing template?
Clicking the X-DOC tab and then selecting Templates from the left navigation menu. The Templates page will open with the title Manage Templates. Click the My Templates section. All templates that you have created or uploaded will be displayed. Note: Only the templates available in the My Templates section are editable. Hover over the template you want to update. ![]Few readersHow do I replicate a Scope of Work (SOW) template?
Replicate Scope of Work templates in x.doc to reuse project documentation for new jobs.Few readersHow do I replicate an X-DOC template?
Replicate x.doc templates and create copies for new proposals, SOWs, and documents.Few readersHow do I resync labor headers?
Overview The Re-Sync Labor Headers feature allows you to update the Per Item Labor headers in your proposal so they match the labor settings configured for their respective groups. This helps maintain consistency across your proposal whenever group labor settings have been modified. Resyncing Labor Headers with Group Labor In the proposal editor, click on the Rooms & Items section.  as a template?
Overview Saving a Scope of Work (SOW) as a template allows you to reuse the same document structure, formatting, and content in future projects. This helps maintain consistency and saves time when creating new proposals. Steps to save a Scope Of Work as a template. Navigate to your project, hover over the required design, and click the View Docs button. Navigate to the ScopeFew readersHow do I save style changes?
Overview In XTEN-AV, style changes in X-DOC can be saved using the Settings Mode, allowing to apply and retain formatting updates across different sections of a proposal. Open the required proposal or document in the X-DOC editor. Click on the Settings option on the left side of the page. Make the required style changes in the document, such as: Text formatting, Table formattFew readersHow do I search documents from the Dashboard?
There are two options to search for documents: the Main Dashboard and the X-DOC Dashboard. Option 1: Main Dashboard Navigate to the Main Dashboard and click the Global Search bar located at the top of the page. Enter the value you want to search for. A list of matching documents will appear based on the value you entered. Click the desired option under the Proposal category. A nFew readersHow do I search for X-DOC documents?
Overview In XTEN-AV, you can easily search for X-DOC documents to quickly locate specific files within the platform, making it easier to access required documents without manually browsing through the entire list. Method 1 Navigate to the Proposal section on the dashboard, then locate the search bar at the top of the page. Enter the document name or relevant keyword in theFew readersHow do I search templates in X-DOC?
From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page, you can use the Search bar located in the top-right corner to quickly find a template. Enter the template name or any relevant keyword, and the matching templates will be displayed automaticallFew readersHow do I send a proposal 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 next toFew readersHow do I share an SOW template with my team?
Overview You can share a Scope of Work (SOW) template in XTEN-AV with your team members so they can access and use the same standardized format for creating documents. This helps improve collaboration and ensures consistency across all SOWs created by your team. From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu. You will be rFew readersHow do I share custom templates across my organization?
Click on the X-DOC tab, and then select Templates from the left navigation menu to open the Templates page. After clicking, you will be redirected to the Manage Templates page, where you can view and share templates saved under the My Templates section. Hover over the templateFew readersHow do I switch between Gallery and My Templates?
From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates. You will be redirected to the Manage Templates page. Below the page title, you will find the Gallery and My Templates tabs. Click the desired tab to switch between the two sections. The Gallery tab contains preloaded templates provided byFew readersHow do I sync BOM products with Proposal?
Learn how to keep your bill of materials and proposal documents aligned automatically.Some readersHow do I transfer a proposal to X-DRAW?
Overview: The Transfer to X-DRAW feature in XTEN-AV allows you to convert an existing X-DOC proposal into an X-DRAW design within a selected project. You can choose to create a separate design for each room or combine all proposal rooms into a single design. Once the transfer is complete, you can access the newly created design in X-DRAW to add products, create drawings, and continue working on the project. Navigate to the X-DOC Dashboard from the left navigation menu.  on the proposal card. From the dropdown menu, select Transfer to X-DRAW.  template, XTEN-AV allows you to edit and update your templates directly from the Manage Templates page. This helps keep your templates up to date with the latest content, formatting, and project standards. Steps to Update an Existing SOW Template Click on the X-DOC tab, and then select Templates from the left navigation menu to open the Templates page.  three dots. Once you click on it, you will be redirected to the Activity Logs page, where youFew readersHow to add a Custom Item in X-DOC?
Learn how to create and insert custom items into x.doc documents and client proposals.Some readersHow to add a custom section in X-DOC editor?
Learn how to add custom content sections to proposals and documentation in x.doc.Some readersHow to Add a Description to the Room & Item Section of a Proposal?
Overview: The Room Description feature allows users to add a detailed description and images to a specific room within the Rooms & Items section of a proposal. The description is automatically saved and can be shared with the client. It is also included in the exported client PDF, allowing the room details and supporting images to be presented as part of the final proposal. Add Description to Room & Items section Open your proposal and navigate to the Rooms & Items section where yFew readersHow to add a Drawing from X-DRAW to your X-DOC document?
Learn how to include AV drawings and schematics in client-facing proposals and documents.Some readersHow to Add a New Area in a Proposal?
Learn how to create project areas and organize proposal content by room or location.Few readersHow to Add a Page in a section?
Overview A Page in a section allows you to expand and organize content within a structured X-DOC document for better readability and flow. Hover your cursor over the top-right corner of the page, then click Add Page. After clicking Add Page, a new page is automatically added to the selected section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963Some readersHow to add a Section to an X-DOC document?
Learn how to structure proposals with additional sections, content blocks, and project details.Some readersHow 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.Some readersHow to add an Image to the X-DOC document?
Learn how to insert images into proposals, project documents, and client presentations.Some readersHow to add a Pricing Table to the X-DOC document?
Learn how to create professional pricing tables with products, labor, and project costs.Some readersHow to add Discount and Taxes in the Pricing table?
Learn how to configure discounts, taxes, and pricing calculations in x.doc proposals.Few readersHow 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. Please refer to the link to know how to create a proposal for a project: https://knowledgebase.xtenav.com/en-us/article/how-to-create-proposal-for-project-1e0xnhv/ 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/how-to-generFew readersHow 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/image-32_1htdFew readersHow to add Item description header in Rooms and Items section?
Learn how to enhance project documentation with detailed room and product descriptions.Some readersHow can I configure and add custom labor details in an X-DOC proposal?
Learn how to display labor costs and service details in x.doc proposals for greater pricing transparency.Some readersHow 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 readersHow to add Optional products/Room Options in X-DOC?
Learn how to include optional products and room upgrade options in client proposals.Some readersHow 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 readersHow to add Pricing Breakdown section in the X-DOC editor?
Learn how to display detailed pricing summaries and cost breakdowns in AV proposals.Some readersHow to Add Products in Proposal Room?
Learn how to organize equipment and devices by room for accurate AV documentation and proposals.Some readersHow to add Rooms & Items section to an X-DOC document?
Learn how to display room-by-room equipment lists and project details in client proposals.Some readersHow to Add Rooms to your Proposal?
X-DOC Rooms & Items with Pricing Breakdown Introduction Creating a well-structured proposal involves organizing items by room. In X-DOC, adding a room to your proposal is a straightforward process. Let's walk you through it: Navigating to Your Proposal Start by going to the proposal where you wish to add a room. Adding a Room In the Rooms and Items section of your proposal: Click the Add Room button, represeSome readersHow to add Shapes to X-DOC documents?
Learn how to use shapes and visual elements to improve proposal layouts and documentation.Some readersHow to add Sign to X-DOC document?
Learn how to include signature fields and collect approvals directly from client proposals.Some readersHow to add Technical Description in proposal?
Learn how to include detailed technical specifications and project information in proposals.Some readersHow to add the Static Custom Section in X-DOC editor?
Learn how to create reusable content sections for proposals, contracts, and project documentation.Some readersHow to add X-DRAW design drawings to a proposal?
Overview The Drawing section in X-DOC allows you to include drawings created in X-DRAW in your proposal. Once you create a design and generate the required drawings, you can add the Drawing section to your proposal to display all the drawings associated with that design. Create an X-DRAW Design Before adding X-DRAW drawings to a proposal, you must first create a design using X-DRAW: [How to Create a Design Using X-DRAW](https://knowledgebase.xtenav.com/en-us/article/how-to-creFew readersHow 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.Some readersHow 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.Some readersHow to apply Equipment Tax and Equipment Discount in X-DOC?
Learn how to configure taxes and discounts for equipment pricing in client proposals.Some readersHow to apply Labor Tax and Labor Discount?
Learn how to manage labor pricing, tax calculations, and discounts within proposals.Some readersHow to apply Shipping Cost and Shipping Tax?
Learn how to include shipping charges and taxes in AV project proposals and pricing documents.PopularHow to apply Shipping Tax and Shipping Discount?
Overview Shipping Tax and Shipping Discount allow you to apply taxes or discounts specifically to the shipping cost in your proposal. Any applied shipping tax or discount is automatically included and reflected in the proposal total. Open the proposal where you want to apply shipping tax and discount. Navigate to the Pricing Breakdown section and click Pricing Breakdown Settings. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-15_18vc245.pnFew readersHow to Assign a Tag to an X-DOC document?
Learn how to organize and categorize proposals using tags for faster document managementSome readersHow 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 X-DOC Settings. A dropdown list will appear—select Labor Settings to continue. Click the Custom option. The changes wilSome readersHow 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 readersHow to change labor type to Per Item labor in X-DOC?
Overview In XTEN-AV, you can change the labor type to Per Item Labor in X-DOC to calculate labor costs based on individual items. Open the required proposal in the X-DOC editor. Navigate to the Rooms & Items section of your proposal. In the Rooms & Items section, click on the Labor Settings option. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdFew readersHow 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 readersHow to Change Padding of an Image?
Learn how to modify image spacing and layout settings in x.doc proposals and documents.Some readersHow 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.Some readersHow to change the Currency in a Proposal?
Learn how to update currency settings for proposals and international AV projects.Some readersHow to change the Element Border Color and Style?
Learn how to change border colors, styles, and formatting for document elements.Some readersHow to change the Font family to entire proposal?
Learn how to apply consistent typography and branding across x.doc proposals.Few readersHow to change the Opacity / Visibility of element?
Learn how to control transparency and visibility settings for proposal elements.Some readers