Mobile
How do I navigate the X-DOC Dashboard in the mobile app?
Overview The X-DOC Dashboard provides a central location to access and manage your proposals and other document-related items. You can easily navigate through different sections using the available tabs and navigation options. 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 categoFew 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. Once you click on it, you willFew readersHow do I share a proposal from the X-DOC mobile app?
Overview You can share a proposal directly from the X-DOC mobile app, allowing clients or team members to access the proposal quickly. Steps to Share 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. ![](https://storage.crisp.chat/users/helpdesk/weFew readers
How to switch between tags in 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, where a list of all your proposals will be displayed, categorized according to their current stage. At the top of the page, you will find the list of Proposal tags. By default, the Proposals tag is selFew readersHow do I navigate 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. A list of all your proposals will be displayed, categorized according to their current stage. From the X-DOC Dashboard, you can also create a new proposal, access the Templates page, navigate to theFew readersWhat 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 readersHow do I enable language translation for PDFs?
Overview In XTEN-AV, you can enable language translation for PDFs to help convert document content into a preferred language. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cFew readersHow do I customize table headers?
Overview In XTEN-AV, you can customize table header styles in the X-DOC editor to control the appearance of the header row in tables. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section. ![](https://storage.crisp.chat/users/helpdesk/website/-/Few readersHow do I enable or disable the Table of Contents?
Overview In XTEN-AV, you can enable or disable the Table of Contents in your PDF documents. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section.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.  menu next to the proposal. Select Download ZIP. A confirmatiFew 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 XTEAN-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.  menu located next to the Add Item button.Few readersHow can I use inventory management in X-DOC?
Overview 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" button. **ChanFew readersHow do I customize table body styles?
Overview In XTEN-AV, you can customize table body styles in the X-DOC editor to control the appearance of data rows within tables. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Table under the Preset Style Settings section.  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 **Few readersHow 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 on the **Few readersHow do I hide a room in x.doc document?
Overview The Hide Room feature allows you to exclude selected rooms from a proposal without removing their associated content. Open your proposal and navigate to the Rooms & Items section where you want to hide a room. Click the Action icon (three dots), then select Hide Room from the dropdown menu.  menu located next to the Add Item button.  three dots. Once you click on it, you will be redirected to the **ActiviFew readersHow do I enable or disable page numbers?
Overview In XTEN-AV, you can enable or disable page numbers in your PDF documents to control whether page numbering appears on exported or shared files. Open the required proposal or document in the X-DOC editor. Click on the Settings option available left side of the page. Click on Page under the Preset Style Settings section.  icon?
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, where a list of all your proposals will be displayed, categorized according to their current stage. Click the + icon to create a new tag. Tags help you organize and manage your proposals more efficiently.Few readersHow to update the Room quantity in proposal?
To update the room quantity in your proposal, follow the steps below: Open your proposal and navigate to the Rooms & Items section for the room whose quantity you want to update. The Rooms & Items page will open. Click the three-dot (⋮) menu on the far right of the room name, then select Edit Details. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae64339630Few readersWhat is the purpose of the Proposals tag?
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. WFew readersHow do I configure Custom Labor in X-doc?
Overview The Custom Labor feature in XTEN-AV allows you to create and manage your own labor items based on your organization's installation requirements. Open the proposal in which you want to make changes. Click on the “Rooms & Items” option located in the left menu bar, then click on “Labor Settings” located in the right menu bar. Please select the Custom option from theFew readersWhy my proposal is Total price is multiplied my 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 readersHow do I drag and drop a document into x.doc?
Overview The Drag and Drop feature in x.doc lets you quickly upload a existing documents/file by dragging it into the upload area. Once uploaded, x.doc automatically converts the file into a new proposal that you can edit, customize, and share. Navigate to the x.doc Dashboard and click Create New. On the Templates page, locate the Drag and Drop your file here upload aFew readersWhat 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 WiseFew 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 readersHow to view Room-wise Equipment Breakdown in 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. In the Rooms & Items Settings panel, set Equipment Breakdown to **Few readersHow to view Room-wise Per Item 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 on the Rooms & Items Settings from the right-hand panel. In the Rooms & Items Settings panel, set Labor Breakdown to Yes, tFew readersHow 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 readersHow 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 can I view the equipment and labor details in Proposal Preview Mode?
Overview Proposal Preview Mode allows you to review both equipment and labor details directly within the proposal before sharing it with your client. You can access detailed pricing and labor information for each item without leaving the preview, making it easier to verify your proposal. Steps to View Equipment Details Open the proposal and navigate to the Rooms & Items section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-4_1d94i5a.pngFew readers