---
title: "Agreement Management"
slug: "agreement-management"
description: "Read about the Agreement Management that facilitates the creation, management, and renewal of customer price agreements."
updated: 2025-07-22T20:04:32Z
published: 2025-07-22T20:04:32Z
canonical: "docs.zilliant.com/agreement-management"
---

> ## 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.

# Agreement Management

This topic describes managing agreements in Deal Manager.

You might be looking for information about [managing agreements](https://docs.zilliant.com/agreements) in CPQ.

**Agreement Management** 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.

## Agreement management user journey

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

![Deal_Manager_User_Journey.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Deal_Manager_User_Journey%281%29.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A04%3A11Z&se=2026-11-13T11%3A04%3A11Z&sr=c&sp=r&sig=EXQtOnfC160ngD0KPrJW2ujiPDfhfH%2FbjmlgYQeVspM%3D)

The following features enable you to establish and support all stages of your agreement management process.

### Key features

- [Add](/v1/docs/add-lines-to-agreements), remove, and [edit](/v1/docs/edit-lines-in-agreements) single and multiple lines in an agreement.
- [Import](/v1/docs/import-lines-from-file) lines into an agreement.
- Set and update the pricing on each product line. Use multiple [pricing policy types](/v1/docs/select-policy-types-for-lines)—fixed price, discount from list, and markup over cost—at different levels of the product hierarchy.
- Use key metrics such as margin, expected revenue, and adherence to price guidance, to evaluate and score agreements at agreement and line levels.
- Automate the [agreement approval](/v1/docs/submit-agreements-for-approval) process according to predefined business criteria.
- Route agreements through [multiple approval levels](/v1/docs/submit-agreements-for-approval), with thresholds defined by the business.
- Quickly identify agreements approaching expiration, create [renewal agreements](/v1/docs/renew-agreements) from a previous agreement, and automatically update primary data and price guidance.
- Create alternative scenarios for an agreement, compare across scenarios, and designate the primary scenario.

### Optional features

Some features are not included in the default configuration. The Zilliant implementation team will work with you to enable optional features that enhance or replace default features.

Learn more about the agreement management:

- [Manage agreements](/v1/docs/manage-agreements)
- [Common questions](/v1/docs/common-questions-1)