---
title: "Create agreements"
slug: "create-agreements"
description: "Follow these steps to create agreements in the Agreements or Accounts list views."
updated: 2025-07-22T20:23:17Z
published: 2025-07-22T20:23:17Z
canonical: "docs.zilliant.com/create-agreements"
---

> ## 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.

# Create agreements

This topic describes managing agreements in Deal Manager.

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

Create agreements in the **Agreements** or **Accounts** list views.

## Create an agreement in the Agreements list

1. From the **Agreements** tab,  select **New**.
2. In the **New Agreement** dialog, select or enter details to create the agreement:
  - **Account**—Search for and select the account to associate with this agreement.
  - **Agreement Name**—Enter a unique name for the agreement.
  - **Start Date**—Adjust as needed. By default, this is set to seven days from the agreement creation date.
  - **End Date**—Adjust as needed. By default, this is set to one year from the **Start Date**.
3. Select **Save** to save the agreement, or select **Save & New** to save the agreement and create another one. Either option causes a confirmation message to appear.
4. Select the link in the confirmation message to open the new agreement.

          
          

At this point, your new agreement consists only of a header. Once you [add lines](/v1/docs/add-lines-to-agreements) to your agreement, all corresponding calculated fields in the header will display meaningful values.

## Create an agreement in the Accounts list

If you choose to create an agreement in the **Accounts** list, you can easily review and verify that you have selected the correct account before creating the agreement. The system automatically enters the **Account Name** for you during this process.

1. In the list of **Accounts**, select an account name to open it and review its details.
2. Select **Related**, and in the related list of agreements, select **New**.
3. Select or enter details to create the agreement:
  - **Agreement Name**—Enter a unique name for the agreement.
  - **Start Date**—Adjust as needed. By default, this is set to seven days from the agreement creation date.
  - **End Date**—Adjust as needed. By default, this is set to one year from the **Start Date**.
4. Select **Save** to save the agreement, or select **Save & New** to save the agreement and create another one. Either option causes a confirmation message to appear.
5. Select the link in the confirmation message to open the new agreement.

          
          

At this point, your new agreement consists only of a header. Once you [add lines](/v1/docs/add-lines-to-agreements) to your agreement, all corresponding calculated fields in the header will display meaningful values.

### Create an agreement [1:32]

[![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/create_agreement_thumbnail.png?sv=2026-02-06&spr=https&st=2026-11-04T03%3A41%3A50Z&se=2026-11-04T04%3A41%3A50Z&sr=c&sp=r&sig=bsr2JDwvWzlargMKGecgp4lwMt2lXq%2FawB1KXtFiS68%3D)](https://docs.zilliant.com/v1/docs/video-create-agreements)