Documentation Index

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Choose between PDF and Excel proposals

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Zilliant CPQ generates proposals based on templates. Templates define layout, text, and which quote or agreement data to print. CPQ supports two report formats:

  • Portable Document Format (PDF) for print‑perfect layout and dynamic images. Uses JasperReports templates (JRXML). For PDF reports, CPQ supports composition: a main proposal template can include additional reports, such as a cover page or letter, and subreports for reusable blocks like price items or item details.

  • Microsoft Excel (XLSX) for grid‑first output and cell formulas. Uses JXLS markup for templates.

The following table helps you choose a template type based on your needs:

If you need…

Choose

Why

Complex page layout, subreports, dynamic images

PDF

Best for branded, print-ready documents.

Spreadsheet math, ad‑hoc calculations, easy totals

Excel

Easier iteration and calculations in cells.

Multilingual output

PDF or Excel

Both support localization; syntax differs.

Importing Java classes or declaring variables

PDF

Jasper allows imports and report variables.

Static images only

Excel

JXLS supports static images, dynamic not supported.