• 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 create a new Tag from the Dashboard using the (+) icon?

  Create new tags from the dashboard to organize projects, documents, and data efficiently.Few 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

• 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

• 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.Popular

• How to Create a Scope of Work (SOW) Template from Scratch?

  Overview The Scope of Work (SOW) Template feature allows users to create a custom SOW template from scratch and reuse it for future SOW. This is useful when your organization requires a standardized project scope document tailored to specific workflows and customer requirements. Steps to Create a Scope of Work Template from Scratch From the main dashboard, navigate to the X-DOC section and select the Templates option. ![](https://storage.crisp.chat/users/helpdesk/websitFew 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 design 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, yFew 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 X-DOC Dashboard from the left navigation menu. You will be redirected to the X-DOC Dashboard. Click the Create New button. Once you click it, you will be redirected to the **SeleFew readers

• How to create X-DOC documents from Scratch?

  Learn how to build professional AV proposals and project documents using x.doc.Some 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 iFew 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.Some 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 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/cFew readers

• How to delete section from X-DOC editor?

  Learn how to remove sections from proposals and project documents for cleaner document management.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 Delete X-DOC document?

  Overview Deleting an X-DOC document allows users to remove unwanted or outdated proposals from the system to keep their workspace clean and organized. 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: Deleting from the Proposal PageSome readers

• How to download BOM from a Proposal?

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

• How to download Proposal Summary pdf in X-DOC?

  Overview This article explains how to download the Proposal Summary PDF for an X-DOC proposal. The Proposal Summary PDF provides a summarized version of your proposal, which you can save locally or share with others. Steps to Download the Summary PDF On the X-DOC editor page, click Proposal Summary PDF from the Actions dropdown menu on the right side of the proposal. The sFew 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.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.Popular

• 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 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.Some readers

• How to Duplicate a page in a Section?

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

• How to duplicate an element in an X-DOC document?

  Learn how to copy content blocks, images, tables, and other elements in x.doc documents.Some 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.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 edit Per Item Labor on the Rooms & Items page?

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

• How to Edit X-DOC Document Details?

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

• How to filter documents using Groups in X-DOC Dashboard?

  Filter documents using groups in the x.doc dashboard for faster document organization.Few readers

• How to find archived X-DOC documents?

  In XTEN-AV, archived documents can be accessed from the X-DOC Dashboard. Click on the X-DOC tab, and then select X-DOC Dashboard from the left navigation menu. To view your archived proposals, click Archives from the right-hand side of the X-DOC dashboard. Once you click onFew 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.Some 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. ![](httFew readers

• How to hide the description header of item in proposal?

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

• How to Hide the Description in the Rooms & Items Section of a Proposal?

  Hide Room & Items Section Description Open your proposal and navigate to the Rooms & Items section where you want to hide the description. Click on the Action icon (three dots) and select Hide Description from the dropdown menu. Once you select Hide Description, the room description will no lonFew 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/image_6nqdf1Few 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.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 Link an X-DOC document to a project?

  Learn how to connect proposal documents with projects for better workflow and documentation management.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 manually update stages of your X-DOC document?

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

• 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.crisp.chat/users/helpdesk/websitPopular

• How to mark a template as default?

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

• How to move an X-DOC document to Archive?

  Learn how to archive completed or inactive proposal documents while maintaining access to records.Some 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. Select the item you want to move to another room and click on the Move icon button. Once you click on it, a pop-up will appear askFew readers

• How to Preview an X-DOC document before submitting it to the Client?

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

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

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

• 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.Popular

• How to recall an already submitted X-DOC document?

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

• How to rename a Section?

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

• How to Rename and Delete Tags?

  Learn how to manage tags and improve project, proposal, and document organization.Some 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 send an X-DOC document for Approval?

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

• How to share an 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 share the saved X-DOC template?

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

• How to Show or Hide Summary for Rooms and Items?

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

• How to show room wise labor in an X-DOC editor/client PDF?

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

• How to show Room Wise Rooms & Items in an X-DOC editor/Client PDF?

  Learn how to organize and present room-by-room equipment details in proposal PDFs.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 Submit an X-DOC document to the Client?

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

• How to switch between tags in X-DOC Dashboard?

  Switch between tags in the x.doc dashboard to manage categorized documents easily.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 willFew readers

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

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

• How to update per item labor in bulk?

  Learn how to update labor values across multiple products simultaneously and save time.Some 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 save thFew 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 chaFew 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/e3cdae6433963Few 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 save theFew 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 & Items section. 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/Few readers

• How to update the Room quantity in proposal?

  Overview X-DOC allows users to update the quantity of a room directly within a proposal. Users can adjust the room quantity from the Rooms & Items section by selecting Edit Details and modifying the quantity. The proposal total is automatically recalculated based on the updated room quantity, without duplicating the products within the room. Open your proposal and navigate to the Rooms & Items section for the room whose quantity you want to update. ![](https://storage.crispFew readers

• 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 use an Inventory Management document?

  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 **ActioSome readers

• How to view Pricing details after sending a proposal to a client?

  Overview After sharing a proposal with your client, you can still review the pricing details for both equipment and labor directly from the proposal. This allows you to verify product pricing, discounts, markup, and labor settings without modifying the proposal. Steps to View Equipment Details Open the proposal that is in the Sent, Viewed, or Accepted stage. Navigate to the **RoomFew readers

• How to view Room-wise custom Labor Breakdown in proposal?

  You can view the Room-wise Labor Breakdown in your proposal by following the steps below. Open your proposal and navigate to the Rooms & Items section. Click Rooms & Items Settings from the right-hand panel. In the Rooms & Items Settings panel, set Labor Breakdown to Yes, theFew readers

• How to view Room-wise Equipment Breakdown in proposal?

  Overview: The Room-wise Equipment Breakdown feature in XTEN-AV allows users to view the equipment/items assigned to each room separately within a proposal. You can view the Room-wise Equipment Breakdown in your proposal by following the steps below. Open your proposal and navigate to the Rooms & Items section. Click on the Rooms & Items Settings from the right-hand panel.Few readers

• How to view Room-wise Per Item Labor Breakdown in proposal?

  Overview: The Room-wise Per Item Labor Breakdown feature in XTEN-AV allows users to view the labor cost/details associated with items in each individual room within a proposal. You can view the Room-wise Labor Breakdown in your proposal by following the steps below. Open your proposal and navigate to the Rooms & Items section. Click on the Rooms & Items Settings from thFew 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 fFew readers

• Real-time Client Interaction

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

• Submittals (Spec Sheets) in X-DOC

  Overview 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: 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. From the dropdown menu, select the 'Submittals (Spec SheFew readers

• What are the different Labor methods?

  New X-DOC Different Types of Labor Settings 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 Settings option in the top-right profile area. ![](httSome 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

• What do the template categories mean?

  Template categories are tags that make it easier and faster to find templates based on your requirements. To view the template categories, navigate to the Templates page by clicking the X-DOC tab and then selecting Templates from the left navigation menu. The Templates page will open with the title Manage Templates. ![](https://storage.crisp.chat/users/helpdesk/website/-Few readers

• What does Rewrite with AI do in X-DOC documents?

  Overview The Rewrite with AI feature in X-DOC helps you improve the quality of your proposal content without changing its intent. It uses AI to rewrite the selected text, making it clearer, more professional, concise, or engaging while preserving the original meaning. Open the required Proposal in X-DOC. Navigate to the text block, then select the text you want to rewrite. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-6_1c3u1ir.pngFew readers

• What does the All Groups filter do on X-DOC dashboard?

  Overview In XTEN-AV, the All Groups filter allows users to view proposals across every group within the organization without restricting results to a single group. This helps provide a complete overview of all available proposals in one place.Few readers

• What file formats are supported when uploading templates?

  The system currently supports uploading templates in Microsoft Word (.doc and .docx) and PDF (.pdf) formats. If you encounter any issues while uploading a template, you can contact the XTEN-AV Support team through the in-app chat or by emailing support@xtenav.com. Our support team will assist you in troubleshooting and resolving any issues you experience during the upload process. Related Articles [How to Create a Proposal UsingFew 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.Some 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) Related Articles [How to Save X-DOC DocumFew readers

• What is Settings Mode in X-DOC?

  Overview Settings Mode in X-DOC is used to customize the styling and layout of document sections such as text, tables, pages, helping apply preset styles, adjust formatting elements, and maintain a consistent visual structure across proposals while retaining full control over design preferences and overall document appearance. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. ![](https://storage.crisp.Few readers

• What is the difference between Gallery and My Templates?

  The Templates page is divided into two sections: Gallery and My Templates. Each section serves a different purpose. Gallery: The Gallery contains prebuilt templates provided by X-DOC. These templates are designed for common proposal types and can be used as a starting point for creating new proposals. My Templates: My Templates contains templates that you have created or saved for future use. These templates are specific to your account or organization and can be reusedFew readers

• What is the difference between Room Wise, Only Summary, and Both in X-DOC document?

  Overview In X-DOC, the Room Display setting determines how rooms and their items are shown in the Rooms & Items section of the proposal or Client PDF. Room Wise Displays each room separately with all the products/items listed under their respective room. Use when you want clients to see a detailed breakdown of equipment by room. Navigate to the Rooms & Items page and select Rooms & Items Settings. Under Layout Preferences, select Room Wise to list itemFew readers

• What is the purpose of the Proposals tag?

  Overview Proposal tags are used to categorize and differentiate a large number of proposals. They provide an additional filtering option, making it easier to locate specific proposals and helping keep the dashboard more organized. For example, when you navigate to the X-DOC Dashboard, the proposal tags are displayed at the top of the dashboard, allowing you to quickly filter and organize proposals. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imageFew readers

• What is the Templates page in X-DOC?

  Overview The Templates page in XTEN-AV is used to create, manage, and organize reusable document templates. These templates help standardize documents such as proposals, reports, contracts, cover pages, scope documents, and other customer-facing or internal documents. Instead of creating documents from scratch every time, users can build templates once and reuse them across multiple projects. This page improves consistency, reduces manual work, and ensures that every generated dFew 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. Click on the X-DOC button, and from the drop-down, click on the X-DOC Dashboard button to proceed. Here you will see all the proposPopular

• Where can I view my created SOW templates?

  Find created Scope of Work templates in x.doc and access reusable project documents.Few readers

• Where can I view my created X-DOC templates?

  Overview You can view all your created X-DOC templates from the Manage Templates page in XTEN-AV. Steps to View Your X-DOC 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. Under the My **TemplatFew readers

• Where I can view X-DOC document Activity logs?

  Learn how to monitor proposal activity, document updates, and approval history in x.doc.Some 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. Go back to the Search And Add Product page. Add the required Product and ensure the products is properlyFew readers

• Why is my proposal Total price multiplied by 2?

  If your proposal's total price has been multiplied by 2, it is likely because the room quantity has been set to 2. Increasing the room quantity does not duplicate the products within the room. Instead, XTEN-AV treats it as the same room being repeated multiple times and multiplies the total cost of that room by the selected quantity. Example: Cost of one room: $1,000 Room quantity: 2 Total room cost: $2,000 To verify or update the room quantity, follow the steps belowFew readers

• XTEN-AV Email Integration with Outlook/Gmail

  Introduction The XTEN-AV design platform is integrated with Google Authentication, allowing users to easily authenticate their Gmail and Outlook accounts. This feature lets you send proposals directly through your authenticated business email address. To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/ These are the steps that you have to follow to make this integration work: Enabling 2FA in Outlook Account Log in to your Microsoft 360 accoPopular

• XTEN-AV GSuite Business Email Integration

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

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