---
title: "Manage proposals"
slug: "manage-proposals"
description: "After a quote is approved, you can generate and download a proposal for your customer to review. Learn how to work with proposals in Zilliant CPQ."
updated: 2025-11-06T10:13:49Z
published: 2025-11-07T11:00:00Z
canonical: "docs.zilliant.com/manage-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 quote is approved, you can generate and download a proposal for your customer to review.

Learn how to work with proposals:

- [Create a proposal](/docs/manage-proposals#create-a-proposal)
- [Save the latest proposal as a quote attachment](/docs/manage-proposals#save-the-latest-proposal-as-a-quote-attachment)
- [Mark proposal as sent](/v1/docs/manage-proposals#mark-proposal-as-sent)
- [Restore default proposal text](/docs/manage-proposals#restore-default-proposal-text)

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

---

## Create a proposal

Classic viewNew UI

1. [Open a quote.](/main/docs/manage-quotes#open-quotes)
2. From the bottom button bar, select **Reports**, then select **Generate Proposal**.
3. 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.
4. Select **Download**.

1. [Open a quote.](/main/docs/manage-quotes#open-quotes)
2. From the top button bar, select **Reports**, then select **Generate Proposal**.
3. 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.
4. Select **Download**.

---

## Save the latest proposal as a quote attachment

You can save the latest generated proposal as a quote attachment. To do this, while [creating a proposal](/v1/docs/manage-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. [Open a quote.](/main/docs/manage-quotes#open-quotes)
2. Go to the **Attachments** tab.
3. Select the **latest_generated_proposal** folder.

---

## Mark proposal as sent

Classic viewNew UI

1. [Open a quote.](/main/docs/manage-quotes#open-quotes)
2. From the bottom button bar, select **Actions** > **Mark Proposal Sent**.

1. [Open a quote.](/main/docs/manage-quotes#open-quotes)
2. From the top button bar, select **Actions** > **Mark Proposal as Sent**.

---

## Restore default proposal text

To restore the proposal text to its template values, follow these steps:

1. From the application left navigation area, select **Quotes**.
2. Select a quote.
3. From the top navigation bar, select **Proposal**.
4. Select one or more text items. Select **>** to review the default text.
5. Select **Reset**, then select **Yes** to confirm.