Agreements under negotiation are draft versions of customer agreements where you define prices, discounts, terms, and other customer-specific details. At this stage, you can review and adjust the agreement before finalizing it. Once all terms are approved and ready, you publish the agreement, making it an active, official record used for transactions such as quotes and orders.
In this topic, learn how to work with agreements under negotiation:
Note
You can also access and manage agreements from the Agreements (Negotiation) tab in accounts and opportunities, following the same process described in this topic.
Access agreements under negotiation
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Move through or search to locate the agreement and select it from the list.
In the agreement, in the upper right corner, select the agreement version.
Select a tab to view information or make changes:
Line Items—Add and configure agreement line items. For details, read Manage line items.
Overview—Manage agreement and pricing information. For details, read Manage agreement information.
Price Items—Manage components that make up the total price of an agreement. For details, read Work with price items in Manage agreement pricing.
Notes—View and add notes for the agreement. For details, read Manage agreement notes.
Approvals—View the approval process and status for the agreement. For details, read About approvals and Submit agreements for approval.
Partners—View and add agreement partners. For details, read Manage agreement partners.
Attachments—View and add agreement attachments. For details, read Manage agreement attachments.
Assign agreements
Use one of the following methods to assign agreements.
Assign one agreement
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Move through or search to locate the agreement.
On the agreement row, select More. Then select an option:
Select Assign to me to assign the agreement to yourself. You'll become the agreement's primary owner. Additionally, on the Partners tab in the agreement, the Default switch for the Owner Party function will be set to YES.
Select Assign to Others, then select a user to assign the agreement to.
Assign one or multiple agreements
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Move through or search to locate the agreements.
Select checkboxes next to the IDs of one or multiple agreements.
From the button bar above the list of agreements, select Assign the Agreement. Then select an option:
Select Assign to me to assign the agreement to yourself. You'll become the agreement's primary owner. Additionally, on the Partners tab in the agreement, the Default switch for the Owner Party function will be set to YES.
Select Assign to Others, then select a user to assign the agreement to.
Publish agreements
Tip
To ensure that product details in the agreement are up-to-date, run presubmission checks before publishing the agreement.
To publish an accepted agreement:
From the top button bar, select Actions > Publish.
The agreement moves to the Agreements (Published) tab. For details on working with published agreements, read Manage published agreements.
Copy agreements
Use one of the following methods to copy an agreement.
From the agreement list
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
On the agreement row, select More, then select Copy.
From the agreement
From the top button bar, select Actions > Copy.
Additionally, your administrator can configure whether to copy custom business relation attributes.
Configure copying custom business relation attributes
Before you begin
To allow quantity updates for product bundle item, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read Role management.
Note
If you use both agreements management and quoting capabilities in Zilliant CPQ, this setting applies to copying BRAs in both agreements and quotes.
Use the Enable to copy the custom relation attribute during Quote copy process setting to control whether CPQ copies custom business relation attributes (BRAs) when users copy an agreement:
When the setting is enabled, CPQ copies custom relation attributes from the source agreement to the new agreement at both header and line-item levels.
When the setting is disabled, CPQ doesn’t copy custom relation attributes during agreement copy.
By default, this setting is disabled.
Tip
Use the Post Quote Creation Groovy script to reset or modify business relation attributes during the agreement copy process.
To configure the setting:
From the application left navigation area, select Administration.
From the top navigation bar, select Master Data Management.
Scroll or search to locate Setting Boolean and select it from the list.
In the Name column, select Enable to copy the custom relation attribute during Quote copy process.
Set the Setting Value Boolean switch to YES to enable the setting or NO to disable it.
Select Save.
Additionally, learn how to control the execution of Groovy scripts linked to BDAs and BRAs during line item creation.
Delete agreements
Use one of the following methods to delete agreements.
Delete one agreement
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
On the agreement row, select More, then select Delete.
Delete one or multiple agreements
From the application left navigation area, select Agreement.
From the top navigation bar, select Agreements (Under Negotiation).
Select checkboxes next to the IDs of one or multiple agreements.
From the button bar above the list of agreements, select Delete.
.png?sv=2022-11-02&spr=https&st=2026-05-10T15%3A04%3A54Z&se=2026-05-10T15%3A18%3A54Z&sr=c&sp=r&sig=V3gLoVMLXp%2FMttH3wRYzrEFYhXvG%2FyNXsAsqq%2FsNVwA%3D)