Deal Manager™ enables you to capture and maintain customer-specific pricing agreements, contracts or quotes for products and services. This solution minimizes the overhead associated with administering customer-specific pricing and helps you evaluate current pricing against changing business conditions and respond accordingly with adjusted pricing.

What you can do with Deal Manager

This section lists the most common uses for Deal Manager. For more information about each use case, see Deal Manager use cases.

I want to...	Details
Create customer discounts (on-invoice or off-invoice)	Learn more
Create customer discounts with predefined settings	Learn more
Understand the financial implications of customer discounts	Learn more
Create tiered discount schedules for customers	Learn more
Create and compare customer discount scenarios	Learn more
Capture non-discount settings in an agreement	Learn more

How Deal Manager works

Configure your desired user experience in Deal Manager to best work with agreements, quotes, and contracts. To support this, Deal Manager comprises various objects and fields with associated page layouts, Lightning record pages, Lightning components, action buttons, and search layouts.

You can combine Deal Manager capabilities—and also write custom Apex business logic—in various ways to build your desired user experience. You can:

Design your own pricing guidance and price insights. For example, you can define start, target, and floor guidance values for each line item in a quote or contract.
Add and edit line items in quotes, contracts, and deals.
Configure search syntax, pre-entry fields that filter search results, automated line insertion, and formulaic mass editing of lines.
Enable filtering and security features, such as:

To learn more, read the following topics:

How to use Deal Manager

Agreement Management in Deal Manager facilitates the creation, management, and renewal of customer price agreements. This out-of-the-box configuration includes commonly-used Deal Manager features to enable you to quickly and effectively streamline your agreement management process.

For more information about Agreement Management and its features, see Agreement Management.

The following image illustrates the agreement management user journey supported by this configuration.

You can change or extend Agreement Management's functionality to meet your unique business requirements. For more information, read Configure Deal Manager.