Proposal Editor | XTEN-AV | AI powered AV design platform

Please enter the name of the template you want to save, so that you could apply it to the section in future.

Do you want to save the equipment list with the template?

Below is the list of templates that you have created. You can apply different settings and also mark any template as default.

Select	Template Name	Type	Uploaded on	Actions

You can create a cover letter here with your company’s introduction and services offered

You can add the project’s specifications here such as No. of spaces, designs and key features

Add a description in this section for your installation engineer for smooth execution at the site

You can add your own Terms & Conditions which will be a part of the proposal that you are sending to the client

You can specify the conditions of your Service Level Agreement here, which will be exported along the proposal PDF

Currency

Would you like to apply single tax on all your items?

Yes No

%

Would you like to apply Margin or Markup?

Markup

Margin

Markup

Margin

Would you like to apply Equipment Discount on individual line items instead of all the items?

Yes No

Equipment Discount

%

Shipping

Amount

Percentage

Amount

Percentage

%

Labour Section

Labour

Amount

Percentage

Amount

Percentage

%

Labour Discount

%

Which spelling would you like to choose?

Labour Labor

Would you like to add SLA cost?

Yes No

$

Would you like to add any optional products?

Yes No

Would you like to have room wise areas and items?

Yes No

Do you need summary page in Client PDF?

Do You want to exclude taxes?

Yes No

Would you like to add a theme to your proposal?

Yes No

Which colour-based theme do you want?

Violet

Indigo

Blue

Green

Yellow

Orange

Red

Would you like to round off to a whole number, instead of rounding off to two decimal places?

Yes No

Would you like to have room wise Scope of Work?

Yes No

Do you need summary page in Client PDF?

Proposal PDF Layout

Pick and drop elements to sort the sections in the order your want

Choose a Customer's Name

Customer's Name *

Choose a Purchase Order

	Date	Purchase Order NO.	Payee

Vendors

Select Products	Product's Name	Vendor's Name

You have selected Purchase Order NO.

Choose an Invoice to update in QuickBooks

	Date	Invoice Number	Customer's Name	Invoice Type	Due Date

Choose the type of Invoice for update

Do you want to update Invoice Product-wise?

Do you want to update Invoice Labour-wise?

Do you want to update Invoice in a combined (Product and Labour wise) manner?

Choose an Estimate to update in QuickBooks

	Date	Estimate Number	Customer's Name	Estimate Type

Choose the type of Estimate for update

Do you want to update Estimate Product-wise?

Do you want to update Estimate Labour-wise?

Do you want to update Estimate in a combined (Product and Labour wise) manner?

a proposal for

from

Labour Section

Download PDF

a proposal for

from

Labour Section