---
title: "Manage quotes"
slug: "manage-quotes"
description: "Learn how to open, create, assign, copy, and delete quotes in Zilliant CPQ."
updated: 2026-05-06T09:05:16Z
published: 2026-05-08T10:00:29Z
canonical: "docs.zilliant.com/manage-quotes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage quotes

Learn how to work with quotes:

- [Open quotes](/docs/manage-quotes#open-quotes)
- [Create quotes](/main/docs/manage-quotes#create-quotes)
- [Manage quote attachments](/main/docs/manage-quotes#manage-quote-attachments)
- [Manage quote partners](/main/docs/manage-quotes#manage-quote-partners)
- [Assign quotes](/docs/manage-quotes#assign-quotes)
- [Copy quotes](/docs/manage-quotes#copy-quotes)
- [Check for similar quotes](/v1/docs/manage-quotes#check-for-similar-quotes)
- [Delete quotes](/docs/manage-quotes#delete-quotes)

---

## Open quotes

To open an existing quote, from the application left navigation area, select **Quotes**. Move through or search to locate the quote, then select it from the list.

## Create quotes

> [!NOTE]
> Tip
> 
> Save time by [copying an existing quote](/v1/docs/manage-quotes#copy-quotes) with its settings and information.

You can create a quote:

- From the **Quotes** screen
- Through guided selling

Select a tab for the UI version you use.

Classic viewNew UI

### From the Quotes screen

1. From the application left navigation area, select **Quotes**.
2. Above the list of quotes, select **+**.
3. In the **Create Quote** dialog, enter information or make selections:
  - **Title**—Enter the quote's title.
  - **Account**—Select the appropriate account.
  - **Opportunity**—Select the appropriate opportunity. For more information about opportunities, read [About opportunities](/v1/docs/about-opportunities).

> [!WARNING]
> Note
> 
> The opportunities displayed are relevant to the account you have selected. If you want to view all existing opportunities, select the **Show All** checkbox.
4. Select **Create** or **Create and Open**. The quote appears in the quotes list. Open it to add [line items](/docs/manage-line-items).

### Through guided selling

[Guided selling](/main/docs/about-guided-selling-1) helps you find the right products for your quote by asking a series of relevant questions.

To create a quote using guided selling:

1. From the application left navigation area, select **Quotes**.
2. Go to the **Guided Selling** tab.
3. Select a question set and start answering questions. Your answers appear on the right side of the page. You can return to any question and change your answer. After you answer the final question, a customized product catalog appears.
4. From the catalog, select one or more products, then select **Create Quote with selected products**.
5. Finish creating the quote by following Steps 3–4 in the **From the Quotes screen** section above.

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

### From the Quotes screen

1. From the application left navigation area, select **Quotes**.
2. In the upper right corner, select **+ New Quote**.
3. In the **Create Quote** dialog, enter information or make selections:
  - **Title**—(Optional.) Enter a title for the quote.
  - **Quote Type**—(Optional.) Select the quote type.
  - **Account**—Select an [account](/v1/docs/about-accounts) to link to the quote.
  - **Opportunity**—(Optional.) Select an [opportunity](/v1/docs/about-opportunities) to link to the quote.
  - **Sales Office**—(Optional.) Select a sales office for the quote.
  - **Currency**—Select the quote currency.
  - **Language**—(Optional.) Select quote language.
4. Select **Create**, then select the quote from the list to open it. Alternatively, select **Create and Open** to open the new quote immediately.
5. Add products to your quote. For details, read [Manage line items](/v1/docs/manage-line-items).

### Through guided selling

[Guided selling](/main/docs/about-guided-selling-1) helps you find the right products for your quote by asking a series of relevant questions.

To create a quote using guided selling:

1. From the application left navigation area, select **Quotes**.
2. In the upper right corner, select **Guided Selling**.
3. Select a question set and start answering questions. Your answers appear on the right side of the page. You can return to any question and change your answer. After you answer the final question, a customized product catalog appears.
4. From the catalog, select one or more products, then select **Create Quote with selected products**.
5. Finish creating the quote by following Steps 3–5 in the **From the Quotes screen** section above.

## Manage quote attachments

Select a tab for the UI version you use.

Classic viewNew UI

Attachments are additional reference files and documents related to a quote. This can include proposals generated from a quote, supporting documentation, links to external resources, or other files.

To access attachments, [open a quote](/main/docs/manage-quotes#open-quotes), then go to the **Attachments** tab. From here, you can manage your attachments:

- Add files
- Add links
- Download attachments
- Create a folder
- Delete attachments

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

Attachments are additional reference files and documents related to a quote. This can include proposals generated from a quote, supporting documentation, links to external resources, or other files.

To access attachments, [open a quote](/main/docs/manage-quotes#open-quotes), then go to the **Attachments** tab. From here, you can manage your attachments:

- Add files
- Add links
- Download attachments
- Create a folder
- Delete attachments

### Add files

To add files, such as PDF documents, Microsoft Word files, or Microsoft Excel spreadsheets:

1. Go to the **Attachments** tab.
2. Above the list of attachments, select **Add** > **Add File**.
3. Select **Choose file** and select the file to upload.
4. (Optional.) In the **Description** field, enter a file description.
5. Select **Upload**.

### Add links

To add external links that point to files or folders on collaboration platforms such as SharePoint or Dropbox:

1. Go to the **Attachments** tab.
2. Above the list of attachments, select **Add** > **Add Link**.
3. Enter information or make selections:

- **Attachment Usage**—Select the type of attachment.
- **External Link**—Enter the link to the external resource.
- **Description**—(Optional.) Enter a link description.

1. Select **Create**.

### Download attachments

#### To download one or multiple attachments:

1. Go to the **Attachments** tab.
2. Select a checkbox next to one or multiple attachments.
3. On the button bar above the list of attachments, select Download selected files/folders.

#### To download one attachment:

1. Go to the **Attachments** tab.
2. Select a checkbox next to an attachment.
3. On the attachment row, select More > **Download selected files/folders**.

### Create a folder

For easier navigation, you can create folders and store separate attachment types there. To create a folder:

1. Go to the **Attachments** tab.
2. On the button bar above the list of attachments, select Create folder.
3. Enter the folder name, then select **Create**.

### Delete attachments

#### To delete one or multiple attachments:

1. Go to the **Attachments** tab.
2. Select a checkbox next to one or multiple attachments.
3. On the button bar above the list of attachments, select Delete.

#### To delete one attachment:

1. Go to the **Attachments** tab.
2. Select a checkbox next to an attachment.
3. On the attachment row, select More > **Delete**.

## Manage quote partners

Select a tab for the UI version you use.

Classic viewNew UI

Quote partners are key parties associated with a quote, such as billing and shipping contacts. To access quote partners, [open a quote](/main/docs/manage-quotes#open-quotes), then go to the **Partners** tab. From here, you can view, create, edit, and delete partners.

> [!NOTE]
> Tip
> 
> Administrators can configure partner functions and partner function types available in quotes. For details, read [Configure partners](/main/docs/configure-partners).

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

Quote partners are key parties associated with a quote, such as billing and shipping contacts. To access quote partners, [open a quote](/main/docs/manage-quotes#open-quotes), then go to the **Partners** tab. From here, you can view, create, edit, and delete partners.

> [!NOTE]
> Tip
> 
> Administrators can configure partner functions and partner function types available in quotes. For details, read [Configure partners](/main/docs/configure-partners).

### Create partners

1. Above the list of partners, select **Add Partner**.
2. On the **Add partner** dialog, enter information or make selections:
  - **Function**—Select a partner function. A function describes the role of the partner in the business process, such as bill-to, ship-to, contact person, or buyer party.
  - **Type**—Select a partner type. A partner function type defines the type of record assigned to the selected function, such as an account or a user.
  - **Partner**—(Optional.) Select a partner.
  - **Address**—(Optional.) Select the partner’s address.
3. Select **Create**.

### Edit partners

Use one of the following methods to edit partners:

- Select a checkbox next to a partner function. Then, above the partner list, select Edit.
- On the partner row, select More > **Edit**.

### Mark a partner as default

To set a partner as the default, on the partner row, turn on the **Default** switch.

### Delete partners

Use one of the following methods to delete partners:

- Delete one partner:
  - On the partner row, select More > **Delete**.
- Delete one or multiple partners:
  - Select a checkbox next to the partner function for one or multiple partners. Then, above the partner list, select Delete.

## Assign quotes

Select a tab for the UI version you use.

Classic viewNew UI

1. From the application left navigation area, select **Quotes**.
2. Select checkboxes next to the IDs of one or multiple quotes.
3. Above the list of quotes, select a button:
  - Select **Assign Quote(s) to me** to assign the quotes to yourself. You'll become their primary owner. Additionally, on the **Partners** tab in the quotes, the **Default** switch for the **Owner Party** function will be set to **YES**.
  - Select **Assign to Others**, then select a user to assign the quotes to. If you don't see the **Assign to Others** button, contact your administrator.

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

Use one of the following methods to assign agreements.

#### Assign one agreement

1. From the application left navigation area, select **Quotes**.
2. Move through or search to locate the quote.
3. On the quote row, select More. Then select an option:

- Select **Assign to Me** to assign quotes to yourself. You'll become the quotes’ primary owner. Additionally, on the **Partners** tab in the quotes, the **Default** switch for the **Owner Party** function will be set to YES.
- Select **Assign to Others**, then select a user to assign the quotes to.

#### Assign one or multiple agreements

1. From the application left navigation area, select **Quotes**.
2. Move through or search to locate the quotes.
3. Select checkboxes next to the IDs of one or multiple quotes.
4. From the button bar above the list of quotes, select Assign the quote, then select an option:

- Select **Assign to Me** to assign quotes to yourself. You'll become the quotes’ primary owner. Additionally, on the **Partners** tab in the quotes, the **Default** switch for the **Owner Party** function will be set to YES.
- Select **Assign to Others**, then select a user to assign the quotes to.

## Copy quotes

Select a tab for the UI version you use.

Classic viewNew UI

1. From the application left navigation area, select **Quotes**.
2. Select a quote.
3. From the bottom button bar, select **Actions** > **Copy Quote**.
4. Enter information or make selections, then create a copy.

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

Use one of the following methods to copy a quote.

#### From the quote list

1. From the application left navigation area, select **Quotes**.
2. On the quote row, select More, then select **Copy**.

#### From the quote

1. [Open a quote](/v1/docs/manage-quotes#open-quotes).
2. From the top button bar, select **Actions** > **Copy**.

This action includes copying overview fields, custom tabs, custom fields, and line item details, such as configurations, proposal text, and pricing information.

Additionally, your administrator can configure whether to copy:

- [Custom business relation attributes](/main/docs/manage-quotes#configure-copying-custom-business-relation-attributes)
- [Attachments](/docs/manage-quotes#configure-copying-attachments)
- [Price items whose base amount equals zero](/docs/manage-quotes#configure-copying-price-items-whose-base-amount-equals-zero)

### Configure copying custom business relation attributes

> [!NOTE]
> Before you begin
> 
> To configure copying custom business relation attributes, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

> [!WARNING]
> Note
> 
> If you use both [agreements management](/main/docs/agreements) and [quoting](/main/docs/about-quotes) capabilities in Zilliant CPQ, this setting applies to copying BRAs in both agreements and quotes.

Use the **Enable to copy the custom relation attribute during Quote copy process** setting to control whether CPQ copies custom [business relation attributes](/main/docs/extend-the-application-schema-through-ui) (BRAs) when users copy a quote:

- When the setting is *enabled*, CPQ copies custom relation attributes from the source quote to the new quote at both header and line-item levels.
- When the setting is *disabled*, CPQ doesn’t copy custom relation attributes during quote copy.

By default, this setting is disabled.

> [!NOTE]
> Tip
> 
> Use the [Post Quote Creation](/main/docs/post-quote-creation) Groovy script to reset or modify business relation attributes during the quote copy process.

To configure the setting:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Scroll or search to locate **Setting Boolean** and select it from the list.
4. In the **Name** column, select **Enable to copy the custom relation attribute during Quote copy process**.
5. Set the **Setting Value Boolean** switch to **YES** to enable the setting or **NO** to disable it.
6. Select **Save**.

Additionally, learn how to control the [execution of Groovy scripts linked to BDAs and BRAs](/main/docs/manage-line-items#control-the-execution-of-groovy-scripts-linked-to-bdas-and-bras) during line item creation.

### Configure copying attachments

> [!NOTE]
> Before you begin
> 
> To configure copying attachments, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Scroll or search to locate **Setting Boolean** and select it from the list.
4. Select **Enable the automatic copying of attachments when copying a quote and quote line item**.
5. Set the **Setting Value Boolean** switch to **YES** to enable the setting or **NO** to disable it.
6. Select **Save**.

### Configure copying price items whose base amount equals zero

> [!NOTE]
> Before you begin
> 
> To configure copying price items whose base amount equals zero, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Scroll or search to locate **Setting Boolean** and select it from the list.
4. Select **Enable this setting to copy manual price items with base amount as zero**.
5. Set the **Setting Value Boolean** switch to **YES** to enable the setting or **NO** to disable it.
6. Select **Save**.

## Check for similar quotes

Select a tab for the UI version you use.

Classic viewNew UI

1. From the application left navigation area, select **Quotes**.
2. Select checkboxes next to the IDs of one or multiple quotes.
3. Above the list of quotes, select **Check for similar quotes**.

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

1. From the application left navigation area, select **Quotes**.
2. Select checkboxes next to the IDs of one or multiple quotes.
3. From the button bar above the list of quotes, select Check for similar quotes.

## Delete quotes

Select a tab for the UI version you use.

Classic viewNew UI

1. From the application left navigation area, select **Quotes**.
2. Select checkboxes next to the IDs of one or multiple quotes.
3. Above the list of quotes, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_delete-line-item.png?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D). Then select **Yes** to confirm.

> [!WARNING]
> Note
> 
> To enable the new UI, read [Work with the new UI](/v1/docs/work-with-the-new-ui).

Use one of the following methods to delete quotes.

#### Delete one quote

1. From the application left navigation area, select **Quotes**.
2. On the quote row, select More, then select **Delete**.

#### Delete one or multiple quotes

1. From the application left navigation area, select **Quotes**.
2. Select checkboxes next to the IDs of one or multiple quotes.
3. From the button bar above the list of quotes, select Delete.

## 

![icon Download.svg](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Download.svg?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D)

Download selected files/folders

![Icon More](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20More.png?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D)

More

![icon Create folder.svg](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Create%20folder.svg?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D)

Create folder

![Icon Delete](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Delete%20(outline).png?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D)

Delete

![create_100dp_1A1A1A.svg](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/create_100dp_1A1A1A.svg?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D) Edit

![icon Assign.svg](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Assign.svg?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D)

Assign the quote

![Icon Check for similar quotes](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Check%20for%20similar%20quotes.png?sv=2026-02-06&spr=https&st=2026-11-01T01%3A18%3A38Z&se=2026-11-01T02%3A18%3A38Z&sr=c&sp=r&sig=l9n2lGlD7vIEWMhK9UAx11C0xE3m9Q4hgf1EKL4rdXs%3D)

Check for similar quotes