--- title: "Add and configure proposal report templates" slug: "proposal-report-templates" description: "Learn how to define, configure, and download proposal report templates in Zilliant CPQ." tags: ["Proposal report template"] updated: 2026-07-22T14:10:37Z published: 2026-07-31T10:00:05Z canonical: "docs.zilliant.com/proposal-report-templates" --- > ## 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. # Add and configure proposal report templates Proposal report templates define the layout and structure of generated proposals in Zilliant CPQ. Administrators upload, register, and assign these templates so users can generate consistent, branded proposals for quotes and agreements. To add and configure a proposal report template in CPQ, follow these steps: 1. [Complete the prerequisites.](/main/docs/proposal-report-templates#prerequisites) 2. [Upload a proposal report template.](/main/docs/proposal-report-templates#upload-a-proposal-report-template) 3. [Register a proposal report template.](/main/docs/proposal-report-templates#register-a-proposal-report-template) 4. [Assign proposal report templates to user roles.](/main/docs/proposal-report-templates#assign-proposal-report-templates-to-user-roles) 5. [(Optional.) Replace a proposal report template.](/main/docs/proposal-report-templates#replace-a-proposal-report-template) 6. [(Optional.) Set default templates for individual users.](/main/docs/proposal-report-templates#set-default-proposal-report-templates-for-individual-users) 7. [(Optional.) Configure name format for proposals.](/main/docs/proposal-report-templates#configure-name-format-for-proposals) 8. [(Optional.) Enable a plain text editor on the Proposal tab.](/main/docs/proposal-report-templates#enable-a-plain-text-editor-on-the-proposal-tab) > [!NOTE] > Tip > > To learn how to create a proposal in quotes and agreements, read: > > - **Create a proposal** in [Manage proposals in quotes](/main/docs/manage-proposals) > - **Create a proposal** in [Manage proposals in agreements](/main/docs/manage-agreement-proposals) --- ## Prerequisites To configure proposal report templates, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/v1/docs/role-management#define-permissions-for-a-role). --- ## Upload a proposal report template To enable proposal generation, upload a PDF (.jrxml) or Excel (.xlsx) proposal template to CPQ. ### Upload a PDF proposal template 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Content Management**, then select **jasperreports**. 3. Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_Upload-file%281%29.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A53Z&se=2026-11-11T13%3A16%3A53Z&sr=c&sp=r&sig=WhdPkEc1FilqkgpW%2BN1FLPRCRnzW7YoNWeIWOWtC0AY%3D), then select a `.jrxml` file to upload. ### Upload an Excel proposal template 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Content Management**, then select **excels**. 3. Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_Upload-file%281%29.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A53Z&se=2026-11-11T13%3A16%3A53Z&sr=c&sp=r&sig=WhdPkEc1FilqkgpW%2BN1FLPRCRnzW7YoNWeIWOWtC0AY%3D), then select a `.xlsx` file to upload. --- ## Register a proposal report template After uploading the template file, register it in CPQ as a proposal report template. ### Register a PDF proposal template 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Master Data Management**. 3. Move through or search to locate **Report Template** and select it from the list. 4. Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A53Z&se=2026-11-11T13%3A16%3A53Z&sr=c&sp=r&sig=WhdPkEc1FilqkgpW%2BN1FLPRCRnzW7YoNWeIWOWtC0AY%3D), then select the newly added row. 5. On the **Configuration** tab, enter information to define the template: - **Name**—Enter the template name. It must match the name of the Jaspersoft template file that you [uploaded into CPQ](/main/docs/proposal-report-templates#upload-a-proposal-report-template). For example, if the template file name is **Quote.jrxml**, you must enter **Quote** in this field. - **Primary Object**—Select the associated object. > [!WARNING] > Note > > For agreements, select **Quotes**. - **Default in CPQ**—Set to **YES** to make the template a default option in CPQ. - **Default in commerce**—Set to **YES** to make the template a default option in eCommerce. - **Sub Report Template**—Add subreport templates, if configured. For more information, read [Additional report and subreport templates](/v1/docs/additional-report-and-subreport-templates). 6. Select **Save**. ### Register an Excel proposal template 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Master Data Management**. 3. Move through or search to locate **Excel Report Template** and select it from the list. 4. Select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A53Z&se=2026-11-11T13%3A16%3A53Z&sr=c&sp=r&sig=WhdPkEc1FilqkgpW%2BN1FLPRCRnzW7YoNWeIWOWtC0AY%3D), then select the newly added row. 5. On the **Configuration** tab, enter information to define the template: - **Name**—Enter the template name. Must match the name of the Excel template file that you [uploaded into CPQ](/main/docs/proposal-report-templates#upload-an-excel-proposal-template). For example, if the template file name is **Quote.xlsx**, you must enter **Quote** in this field. - **Default in CPQ**—Set to **YES** to make the template a default option in CPQ. 6. Select **Save**. --- ## Assign proposal report templates to user roles Proposal report templates are not automatically visible to users. To assign PDF and Excel proposal templates to specific roles: 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Role Management**, then select a role. 3. On the **Access Management** tab, select **Report Template**. 4. In the **Report Template** dialog, select PDF and Excel proposal templates. 5. Select **Update**. 6. Select **Save**. 7. Sign out of CPQ and then sign back in for the change to take effect. --- ## Replace a proposal report template If you need to iterate on a proposal template design without changing roles, adding new templates, or modifying master data, you can replace an existing, registered proposal template. You can replace a template in one of the following ways: - From the Administration screen - Directly from a quote or agreement (PDF templates only) ### From the Administration screen Follow the steps in [Upload a proposal report template](/main/docs/proposal-report-templates#upload-a-proposal-report-template). Before uploading a new file, delete the existing file. The updated file name must match the deleted template name. ### Directly from a quote or agreement > [!WARNING] > Note > > This option is available only for PDF proposal templates. You can quickly update and test an existing, registered PDF proposal template directly from a quote or agreement. To replace a PDF proposal template: 1. [Open a quote](/main/docs/manage-quotes#open-quotes) or [open an agreement](/main/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation). 2. From the top button bar, select **Reports** > **Replace PDF Template**. 3. In the **Select PDF Template** field, select a template. 4. (Optional.) Select Download to download the current `.jrxml` source file. Open it in Jaspersoft Studio, make your changes, and save the updated file. 5. Select **Choose file** to upload your updated `.jrxml` file. The new file name must match the original file name. 6. (Optional.) Select **Test PDF Template** to generate a temporary PDF for the current quote or agreement using your uploaded `.jrxml`. Review the layout, bindings, images, and totals. If further changes are needed, update the file and upload it again. > [!NOTE] > Tip > > In this step, the replacement is not system-wide. The update is visible only in the preview. 7. Select **Replace PDF Template** to replace the existing registered template file with your updated `.jrxml`. --- ## Set default proposal report templates for individual users To define a default PDF or Excel proposal template for each specific user: 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **User Management**. 3. On the **Users** tab, select a user. 4. In the **Report Templates** section, in the **Proposal Templates** field, select a default PDF or Excel template. 5. Select **Save**. --- ## Configure name format for proposals > [!WARNING] > Note > > If you use both [agreements management](/main/docs/agreements) and [quoting](/main/docs/manage-quotes) capabilities in Zilliant CPQ, the defined name format applies to proposals in both agreements and quotes. Configure the name of proposals that users generate based on your templates to include important information, such as a quote or agreement ID, title, or template name. To configure the name format for PDF and Excel proposals: 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Master Data Management**. 3. Move through or search to locate **Setting String** and select it from the list. 4. Select **The format for quote report title. Valid parameters: {QUOTE_ID}, {QUOTE_TITLE}, {VERSION}, {TEMPLATE_NAME}.** 5. In the **Setting Value String** field, use the following parameters to define the proposal name format: - **{QUOTE_ID}**—Quote or agreement ID. - **{QUOTE_TITLE}**—Quote or agreement title. - **{QUOTE_REFERENCE}**—Quote or agreement reference. - **{VERSION}**—Quote or agreement version. - **{TEMPLATE_NAME}**—Name of the proposal template. 6. Select **Save**. --- ## Enable a plain text editor on the Proposal tab Zilliant CPQ allows you to choose an editor type for the **Proposal** tab in quotes and agreements: - **Rich text editor**—Enables advanced styling options to format proposal text. This is the default editor. - **Plain text editor**—Supports unformatted text. To use the plain text editor: 1. From the application left navigation area: - In the classic view, select **Administration**. - In the new UI, select **Settings** > **Administration**. 2. From the top navigation bar, select **Master Data Management**. 3. Move through or search to locate **Setting Boolean** and select it from the list. 4. Select **Setting User Plain Text Editor**. 5. Set the **Setting Value Boolean** switch to **YES**. 6. Select **Save**. ![icon Download.svg](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Download(1).svg?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A53Z&se=2026-11-11T13%3A16%3A53Z&sr=c&sp=r&sig=WhdPkEc1FilqkgpW%2BN1FLPRCRnzW7YoNWeIWOWtC0AY%3D) Download