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
• Save the latest proposal as a quote attachment
• Restore default proposal text
• Configure name format for proposals
• Use a plain text editor for proposals

Create a proposal

1. From the application left navigation area, select Quotes.
2. Select a quote.
3. From the bottom button bar, select Reports, then select Generate Proposal.
4. Configure the proposal:
   1. Proposal Options—Select one or more options to include with the proposal.
   2. Proposal Settings—Select format and language settings, and proposal templates.
5. 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, set the Save Proposal as Attachment switch to YES.

To open the latest proposal, follow these steps:

1. From the application left navigation area, select Quotes.
2. Select a quote.
3. From the top navigation bar, select Attachments.
4. Select the latest_generated_proposal folder.

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.

Configure name format for proposals

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 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 name format:
   • {QUOTE_ID}
   • {QUOTE_TITLE}
   • {QUOTE_REFERENCE}
   • {VERSION}
   • {TEMPLATE_NAME}

Use a plain text editor on the Proposal tab

Zilliant CPQ allows you to choose an editor type for working with proposals:

• 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, 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 Setting User Plain Text Editor.
5. Set the Setting Value Boolean switch to YES.