---
title: "Manage proposals"
slug: "manage-agreement-proposals"
description: "After a manager approves an agreement under negotiation, you can generate and download a proposal to send to your customer. Learn how to create a proposal."
updated: 2025-11-06T10:12:35Z
published: 2025-11-07T11:00:00Z
canonical: "docs.zilliant.com/manage-agreement-proposals"
---

> ## 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 proposals

After a manager approves an agreement under negotiation, you can generate and download a proposal. Send the proposal to your customer for review to confirm the agreement terms. Once the customer agrees to them, you can [publish](/v1/docs/manage-agreements-under-negotiation#publish-agreements) the agreement under negotiation to finalize the deal.

Learn how to work with proposals:

- [Create a proposal](/v1/docs/manage-agreement-proposals#create-a-proposal)
- [Save the latest proposal as an agreement attachment](/v1/docs/manage-agreement-proposals#save-the-latest-proposal-as-an-agreement-attachment)
- [Mark proposal as sent](/v1/docs/manage-agreement-proposals#mark-proposal-as-sent)

> [!NOTE]
> Tip
> 
> To learn how to configure proposals, read [Add and configure proposal report templates](/main/docs/proposal-report-templates).

---

## Create a proposal

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Scroll or search to locate the agreement and select it from the list.
4. From the top button bar, select **Reports** > **Generate Proposal**.
5. Configure the proposal:
  - **Proposal Options**—Select one or more options to include with the proposal.
  - **Proposal Settings**—Select format and language settings, and proposal templates.
  - Turn on or off the **Save Proposal as Attachment** switch. For details, read the [section below](/v1/docs/manage-agreement-proposals#save-the-latest-proposal-as-an-agreement-attachment).
6. Select **Download**.

## Save the latest proposal as an agreement attachment

You can save the latest generated proposal as an agreement attachment. To do this, while [creating a proposal](/v1/docs/manage-agreement-proposals#create-a-proposal), set the **Save Proposal as Attachment** switch to **YES**.

> [!NOTE]
> Tip
> 
> Only the latest proposal is saved. When you create a new proposal, it overrides the previous proposal in the attachments.

To open the latest proposal, follow these steps:

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Scroll or search to locate the agreement and select it from the list.
4. From the top navigation bar, select **Attachments**.
5. Select the **latest_generated_proposal** folder.

## Mark proposal as sent

To mark the proposal as sent in the agreement under negotiation:

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Scroll or search to locate the agreement and select it from the list.
4. From the bottom button bar, select **Actions** > **Mark Proposal as Sent**.