# Zilliant Product Documentation

> Knowledge base documentation for Zilliant Product Documentation.

## Docs Main

- [Zilliant Revenue Suite](https://docs.zilliant.com/docs/2026-release-schedule-revenue.md): View 2026 release preview, release, and patch schedules for Zilliant Revenue Suite.
- [Spring 2025](https://docs.zilliant.com/docs/spring-2025-1.md)
- [Winter 2025](https://docs.zilliant.com/docs/winter-2025-1.md)
- [Spring 2026](https://docs.zilliant.com/docs/spring-2026-revenue.md): Learn what the Revenue suite Spring 2026 release brings.
- [Fall 2024](https://docs.zilliant.com/docs/cpq-and-ecommerce-fall-2024.md): Learn about new features and enhancements for CPQ and eCommerce in our Fall 2024 release.
- [Summer 2024](https://docs.zilliant.com/docs/summer-2024-release.md): Learn about new features and capabilities in Zilliant's Summer 2024 release.
- [Fall 2025](https://docs.zilliant.com/docs/2025-fall-release-update-revenue.md): Learn about Zilliant's latest additions and enhancements included in our Fall 2025 release.
- [Summer 2025](https://docs.zilliant.com/docs/2025-summer-release-update-revenue.md): Learn about Zilliant's latest additions and enhancements included in our Summer 2025 release.
- [Spring 2025](https://docs.zilliant.com/docs/2025-spring-release-update-revenue.md)
- [Winter 2025](https://docs.zilliant.com/docs/2025-winter-release-update-revenue.md): Preview new features and enhancements in Zilliant's Winter 2025 release.
- [Winter 2026](https://docs.zilliant.com/docs/2026-winter-release-update-revenue.md): Learn about the latest additions and enhancements included in Zilliant's Winter 2026 Revenue Suite release.
- [Spring 2026](https://docs.zilliant.com/docs/spring-2026.md)
- [Fall 2024](https://docs.zilliant.com/docs/fall-2024.md)
- [Spring 2025](https://docs.zilliant.com/docs/spring-2025.md)
- [Winter 2025](https://docs.zilliant.com/docs/winter-2025.md)
- [2026 updates](https://docs.zilliant.com/docs/2026-patch-updates-revenue.md)
- [2025 updates](https://docs.zilliant.com/docs/cpq-and-ecommerce-patch-updates.md): Read patch notes for Zilliant CPQ and eCommerce.
- [About Price Manager](https://docs.zilliant.com/docs/about-price-manager.md): Learn about our app that provides the means to manage, adjust, and publish prices, and how you can use it.
- [Price Manager use cases](https://docs.zilliant.com/docs/use-cases-for-price-manager.md): Explore common challenges supported by generally available Price Manager capabilities.
- [Get started with Price Manager](https://docs.zilliant.com/docs/get-started-with-price-manager.md): Learn more about Price Manager, its concepts, solutions, and how to use it.
- [Manage templates](https://docs.zilliant.com/docs/manage-templates.md): Learn more about templates in Price Manager, and how to create and register them.
- [Configure data load and publishing](https://docs.zilliant.com/docs/configure-data-load-and-publishing.md): Set up the load of data into your template, and publishing of the updated data into your master records.
- [About Price List Management](https://docs.zilliant.com/docs/about-price-list-management.md): Learn about the Zilliant's quick start solution for managing global, country, and regional price lists.
- [Set up the quick start](https://docs.zilliant.com/docs/set-up-the-quick-start.md): Install and set up the Price List Management quick start.
- [Manage scenarios](https://docs.zilliant.com/docs/scenarios.md): Open, create, edit, and refresh Price Manager scenarios—Zilliant's solution to review, analyze, and update data, working separately from your active data until you're ready to publish.
- [Passthrough Cost Global List template](https://docs.zilliant.com/docs/global-list-cost-passthrough.md): Edit this template to analyze the impact of supplier cost changes and make price updates, including a full or partial "cost passthrough" to the global price list.
- [Global List Update](https://docs.zilliant.com/docs/global-list-update.md): Edit this template to make global price list updates, which flow into country price lists.
- [Update Exchange Rates template](https://docs.zilliant.com/docs/update-exchange-rates.md): Edit this template to update exchange rates and review impact to country price lists.
- [Country List Update template](https://docs.zilliant.com/docs/country-list-update.md): Edit this template to update country factors, including product discounts and overrides, and review the impact to the country price list.
- [Passthrough Cost Country List template](https://docs.zilliant.com/docs/cost-passthrough-to-country-list.md): Edit this template to analyze the impact of supplier cost changes and make necessary price updates, including a full or partial "cost passthrough" to the country price list.
- [Passthrough Cost Region List template](https://docs.zilliant.com/docs/cost-passthrough-to-region-list.md): Edit this template to analyze the impact of supplier cost changes and make necessary price updates, including a full or partial "cost passthrough" to the region price list.
- [Update Region Prices template](https://docs.zilliant.com/docs/update-region-prices.md): Edit this template to update region factors, including product discounts and overrides, and to review the impact to the region price list.
- [About Pricing Engine](https://docs.zilliant.com/docs/about-pricing-engine.md): Learn about our app designed to help you model changes to discounts, costs, or promotional periods, and how those changes affect underlying pricing data.
- [Create a price element](https://docs.zilliant.com/docs/create-a-price-element.md): Create price elements—non-calculated elements of the pricing waterfall, which are crucial components in Pricing Engine.
- [Create a price build](https://docs.zilliant.com/docs/create-a-price-build.md): Create a price build—a component in Pricing Engine that represents the databases associated with a pricing waterfall.
- [About Price IQ](https://docs.zilliant.com/docs/about-price-iq.md): Learn about Zilliant's Price IQ.
- [Scenario configuration overview](https://docs.zilliant.com/docs/price-iq-scenario-configuration.md): Learn about the Scenario Config workbook—a central point for configuring scenarios in Price IQ.
- [Add scenario columns](https://docs.zilliant.com/docs/add-scenario-columns.md): Add new columns to the Price Details worksheet in your Price IQ scenarios.
- [Manage strategy worksheets](https://docs.zilliant.com/docs/manage-strategy-worksheets.md): Create a strategy worksheet in your Price IQ scenario, configure scope and parameter columns for the worksheet.
- [Create constraints](https://docs.zilliant.com/docs/create-constraints.md): Create bound and spread constraints—specific conditions that the variables in the optimization problem must satisfy.
- [Create columns in the analytics entity](https://docs.zilliant.com/docs/create-columns-in-the-analytics-entity.md): Create a column in the shared analytics entity and link it to your Price IQ scenario.
- [Create columns in the target publish entity](https://docs.zilliant.com/docs/create-columns-in-the-target-publish-entity.md): Create a column in the target publish entity and link it to your Price IQ scenario.
- [Create scenario scopes](https://docs.zilliant.com/docs/create-scenario-scopes.md): Create scopes to allow users to limit the number of prices that their Price IQ scenario will optimize.
- [Manage scenarios](https://docs.zilliant.com/docs/price-iq-scenarios.md): Work with scenarios in Price IQ: open, create, build scenarios, and execute scenario actions.
- [Apply strategies](https://docs.zilliant.com/docs/apply-strategies.md): Learn more about pricing strategies in Price IQ and how to apply them to your prices.
- [Optimize prices](https://docs.zilliant.com/docs/optimize-prices.md): Optimize prices in your Price IQ scenario.
- [Review prices](https://docs.zilliant.com/docs/review-prices.md): Review and investigate your optimized prices using built-in analytics.
- [Publish prices](https://docs.zilliant.com/docs/publish-prices.md): Publish the optimized prices into your connected price management system.
- [About CPQ](https://docs.zilliant.com/docs/about-cpq.md): Learn about Zilliant's configure, price, quote (CPQ) software solution.
- [Work with the new UI](https://docs.zilliant.com/docs/work-with-the-new-ui.md): Enable the new enhanced UI in Zilliant CPQ.
- [Language and localization](https://docs.zilliant.com/docs/language.md): Learn how to configure language capabilities in the Zilliant CPQ application.
- [Currencies](https://docs.zilliant.com/docs/currencies.md): Learn how to configure currencies and currency conversion rates in Zilliant CPQ.
- [Countries and regions](https://docs.zilliant.com/docs/countries-and-regions.md)
- [Fiscal period](https://docs.zilliant.com/docs/fiscal-period.md): Learn how to configure the fiscal period in Zilliant CPQ.
- [Incoterms](https://docs.zilliant.com/docs/inco-terms.md): Learn how to set up Incoterms in Zilliant CPQ.
- [Industry](https://docs.zilliant.com/docs/industry.md): Learn how to maintain industry data in Zilliant CPQ.
- [Attachments](https://docs.zilliant.com/docs/attachments.md): Learn how to define attachment rules in Zilliant CPQ.
- [Session management](https://docs.zilliant.com/docs/session-management-and-lock-handling.md): Learn how to manage user sessions and release locked sessions in Zilliant CPQ.
- [Employee management](https://docs.zilliant.com/docs/employee-management.md): Learn how to create an employee record in Zilliant CPQ.
- [User management](https://docs.zilliant.com/docs/user-management-1.md)
- [System-level user preferences](https://docs.zilliant.com/docs/system-level-user-preferences.md): Learn how to set system- and user-level settings in Zilliant CPQ.
- [Sales team](https://docs.zilliant.com/docs/sales-team.md)
- [Role management](https://docs.zilliant.com/docs/role-management.md): Learn how to define and assign roles in Zilliant CPQ.
- [Password policy](https://docs.zilliant.com/docs/password-policy.md)
- [Permissions](https://docs.zilliant.com/docs/permissions.md): Learn about permission types in Zilliant CPQ.
- [Read restriction rules](https://docs.zilliant.com/docs/read-restriction-rules.md): Learn how to create conditions and then use them to establish read restriction rules in Zilliant CPQ.
- [Organization structure](https://docs.zilliant.com/docs/organization-structure.md): Learn how to set up organizational units, called Sales Areas, in Zilliant CPQ.
- [License management](https://docs.zilliant.com/docs/license-management.md): Learn how to subscribe and unsubscribe to user licenses in Zilliant CPQ.
- [Single sign-on (SSO)](https://docs.zilliant.com/docs/single-sign-on-sso.md): Learn how to configure SSO in Zilliant CPQ.
- [Configure mail server for email notifications](https://docs.zilliant.com/docs/configure-mail-server-for-email-notifications.md): Learn how to configure the mail server for email notifications from Zilliant CPQ.
- [About accounts](https://docs.zilliant.com/docs/about-accounts.md): Learn about accounts in Zilliant CPQ.
- [Account configuration](https://docs.zilliant.com/docs/account-configuration.md): Learn how to configure accounts in Zilliant CPQ.
- [About activities](https://docs.zilliant.com/docs/about-activity-management.md): Learn about different types of activities in Zilliant CPQ.
- [Configure activities](https://docs.zilliant.com/docs/configure-activities.md): Learn how to configure activities in Zilliant CPQ.
- [Tasks](https://docs.zilliant.com/docs/tasks.md): Learn how to create and configure tasks in Zilliant CPQ.
- [Emails](https://docs.zilliant.com/docs/emails.md): Learn how to set up automatic contact creation in Zilliant CPQ.
- [Meetings](https://docs.zilliant.com/docs/meetings.md)
- [Phone calls](https://docs.zilliant.com/docs/phone-calls.md)
- [About product modeling](https://docs.zilliant.com/docs/about-product-modeling.md): Learn about product modeling in Zilliant CPQ.
- [Create products](https://docs.zilliant.com/docs/create-products.md): Learn about the different ways to create products in Zilliant CPQ.
- [Download a product template](https://docs.zilliant.com/docs/download-a-product-template.md): In Zilliant CPQ, download a product template in the Excel format. You can download an empty template or a template with data for specific products.
- [Configure product templates](https://docs.zilliant.com/docs/configure-product-templates.md): Learn how to configure a product template in Excel format, and upload it into the system.
- [Hide product groups and sub-groups from the UI Profile](https://docs.zilliant.com/docs/hide-product-groups-and-subgroups-from-the-ui-profile.md)
- [About the product BOM](https://docs.zilliant.com/docs/about-the-product-bom.md): Learn about the product BOM in Zilliant CPQ.
- [Create a product BOM](https://docs.zilliant.com/docs/create-a-product-bom.md): Learn how to create a product bill of materials in Zilliant CPQ.
- [Create a knowledge base](https://docs.zilliant.com/docs/create-a-knowledge-base.md): Learn how to create a knowledge base in Zilliant CPQ.
- [Download a knowledge base](https://docs.zilliant.com/docs/download-a-knowledge-base.md): Download a product knowledge base in Excel format in Zilliant CPQ.
- [Create a knowledge base snapshot](https://docs.zilliant.com/docs/create-a-knowledge-base-snapshot.md): Snapshots activate a knowledge base, making its configuration available for use. Learn how to create a snapshot.
- [About dynamic attributes](https://docs.zilliant.com/docs/about-dynamic-attributes.md)
- [Create dynamic attributes](https://docs.zilliant.com/docs/create-dynamic-attributes.md)
- [Add dynamic attributes to products](https://docs.zilliant.com/docs/add-dynamic-attributes-to-products.md)
- [Group dynamic attributes in a knowledge base](https://docs.zilliant.com/docs/group-dynamic-attributes-in-a-knowledge-base.md)
- [Create quote attributes](https://docs.zilliant.com/docs/create-quote-attributes-kbtriggerrelation.md)
- [Download dynamic attributes Excel spreadsheet](https://docs.zilliant.com/docs/download-product-attributes.md)
- [About product triggers](https://docs.zilliant.com/docs/about-product-triggers.md)
- [Define range triggers](https://docs.zilliant.com/docs/define-range-triggers.md)
- [Define BOM triggers](https://docs.zilliant.com/docs/define-bom-triggers.md)
- [Define conditional triggers](https://docs.zilliant.com/docs/define-conditional-triggers.md)
- [Define a related product group](https://docs.zilliant.com/docs/define-a-related-product-group.md)
- [Define calculations](https://docs.zilliant.com/docs/define-calculations.md)
- [Troubleshoot product modeling](https://docs.zilliant.com/docs/troubleshoot-product-modeling.md)
- [About guided selling](https://docs.zilliant.com/docs/about-guided-selling-1.md): Read about the guided selling feature in Zilliant CPQ that helps you find products that best fit your customer's requirements.
- [Configure question sets](https://docs.zilliant.com/docs/configure-question-set.md): Learn how to configure, define, and edit a question set to include in the Zilliant CPQ guided selling feature.
- [Upload a question set](https://docs.zilliant.com/docs/upload-a-question-set.md): Follow these steps to upload a simple question set by creating and uploading a question set spreadsheet in Excel format.
- [About equipment](https://docs.zilliant.com/docs/about-equipment.md): Learn about equipment in Zilliant CPQ.
- [Configure equipment](https://docs.zilliant.com/docs/configure-equipment.md): Learn how to configure equipment in Zilliant CPQ.
- [About leads](https://docs.zilliant.com/docs/about-leads.md): Learn how to view leads and advance leads into opportunities in Zilliant CPQ.
- [About opportunities](https://docs.zilliant.com/docs/about-opportunities.md): Learn how Zilliant CPQ helps teams accelerate sales cycles.
- [Opportunity pipeline](https://docs.zilliant.com/docs/opportunity-pipeline.md): Learn how to view opportunities from the pipeline view in Zilliant CPQ.
- [Configure opportunity sales phases](https://docs.zilliant.com/docs/configure-opportunity-sales-phases.md): Learn how to define sales phases and prioritize your opportunity pipeline using Zilliant CPQ.
- [About quotes](https://docs.zilliant.com/docs/about-quotes.md): Learn how to work with quotes in Zilliant CPQ.
- [Manage quotes](https://docs.zilliant.com/docs/manage-quotes.md): Learn how to open, create, assign, copy, and delete quotes in Zilliant CPQ.
- [Manage line items](https://docs.zilliant.com/docs/manage-line-items.md): Learn how to manage line items in Zilliant CPQ.
- [Manage line item columns](https://docs.zilliant.com/docs/manage-columns.md): Learn how to customize columns that appears on the Quotes Items tab in Zilliant CPQ.
- [Freeze quote price](https://docs.zilliant.com/docs/freeze-quote-price.md): Learn how to freeze a quote price in Zilliant CPQ.
- [Manage quote pricing](https://docs.zilliant.com/docs/manage-quote-pricing.md): Control how prices are calculated and managed in a quote.
- [Work with product configurator](https://docs.zilliant.com/docs/work-with-product-configurator.md): Use product configurator in Zilliant CPQ to configure products before adding them to quotes.
- [Customize product configurator](https://docs.zilliant.com/docs/customize-product-configurator.md): Customize the product configurator: filter fields, customize the view, set image sizes, and more.
- [Manage product variants](https://docs.zilliant.com/docs/manage-product-variants.md): Due to the complexity of product manufacturing, numerous product variants are created over time. To streamline quote creation, Zilliant CPQ allows you to view and reuse variants of a selected configurable product.
- [View visual analytics in quotes](https://docs.zilliant.com/docs/view-visual-analytics-in-quotes.md): Access real-time, interactive analytics directly from quotes.
- [Update knowledge base version](https://docs.zilliant.com/docs/update-knowledge-base-version.md): Enable prompts about knowledge base updates to ensure that you work with the latest version of configurable products.
- [Submit quotes for approval](https://docs.zilliant.com/docs/submit-quotes-for-approval.md): In CPQ, before sending a quote to a customer, you may need your manager's approval to ensure it follows company policies and pricing guidelines. Learn how to submit your quote for approval.
- [Manage proposals](https://docs.zilliant.com/docs/manage-proposals.md): After a quote is approved, you can generate and download a proposal for your customer to review. Learn how to work with proposals in Zilliant CPQ.
- [Run presubmission checks](https://docs.zilliant.com/docs/run-presubmission-checks.md): Learn how to run presubmission checks when working with quotes in Zilliant CPQ.
- [Configure quantity settings for BOM items](https://docs.zilliant.com/docs/configure-quantity-settings-for-bom-items.md): Learn how to configure quantity settings for BOM items in Zilliant CPQ.
- [Configure partners](https://docs.zilliant.com/docs/configure-partners.md): Learn how admins can configure partners in Zilliant CPQ.
- [About pricing](https://docs.zilliant.com/docs/about-pricing.md): Learn more about pricing approaches in Zilliant CPQ.
- [Pricing scheme determination](https://docs.zilliant.com/docs/pricing-scheme-determination-guide.md): Learn about pricing schemes in Zilliant CPQ.
- [Internal pricing engine](https://docs.zilliant.com/docs/internal-pricing-engine.md): Learn about the Zilliant CPQ internal pricing engine.
- [Price item type category](https://docs.zilliant.com/docs/price-item-type-category.md): Learn about price item type categories in Zilliant CPQ.
- [Configure internal pricing (Excel)](https://docs.zilliant.com/docs/configure-internal-pricing.md): Learn how to define and update pricing schemes in Excel in Zilliant CPQ.
- [Enable pricing guidance and data in quotes and agreements](https://docs.zilliant.com/docs/enable-pricing-guidance-and-data-in-quotes-and-agreements.md): Integrate Price Manager and Price IQ with Zilliant CPQ to seamlessly attach pricing guidance and price data to your quotes to derive insights into your pricing strategy.
- [Troubleshoot pricing](https://docs.zilliant.com/docs/troubleshoot-pricing.md): View tips for troubleshooting external and internal pricing in Zilliant CPQ.
- [About approvals](https://docs.zilliant.com/docs/about-approvals.md): Learn about approvals in Zilliant CPQ.
- [Configure approvals](https://docs.zilliant.com/docs/configure-approval.md): Learn how to configure approvals in Zilliant CPQ.
- [Status flow](https://docs.zilliant.com/docs/status-flow.md): Learn about available roles and actions in the quotes workflow.
- [Customize approval process settings](https://docs.zilliant.com/docs/approval-process.md): Learn how to set up and follow the quote approval process in Zilliant CPQ.
- [Approval through email](https://docs.zilliant.com/docs/approval-via-email.md)
- [Routing](https://docs.zilliant.com/docs/routing.md): Learn how to configure and use routing of quotes and agreements under negotiation in Zilliant CPQ.
- [Virtual team](https://docs.zilliant.com/docs/virtual-team.md): Learn how to set up virtual teams in Zilliant CPQ.
- [Document flow in quotes](https://docs.zilliant.com/docs/document-flow-in-quotes.md): Learn how to view a document flow in quotes in Zilliant CPQ.
- [Lookup tables](https://docs.zilliant.com/docs/lookup-tables.md): Learn how to add lookup tables and columns in Zilliant CPQ.
- [Lookup views](https://docs.zilliant.com/docs/lookup-views.md): Create and manage lookup views—dynamic, read-only tables that fetch real-time data directly from your quotes and sales items.
- [General property and ontology files](https://docs.zilliant.com/docs/general-property-and-ontology-files.md): Learn about general property an ontology files in Zilliant CPQ.
- [Search for product variants](https://docs.zilliant.com/docs/search-for-product-variants.md): View and reuse variants of a selected configurable product in Zilliant CPQ through a Groovy script, through API, or from the product configurator.
- [Extend the application schema through UI](https://docs.zilliant.com/docs/extend-the-application-schema-through-ui.md): Customize your CPQ workspace by adding custom attributes to the application data model.
- [Add fields to objects in the classic view](https://docs.zilliant.com/docs/add-fields-to-objects-in-the-classic-view.md): Customize your CPQ workspace by adding custom fields to objects in the classic view. Adding custom fields helps you track information important for your company, making your workflow more efficient.
- [About analytics and reports](https://docs.zilliant.com/docs/about-analytics-and-reports.md): Learn about tracking and using data in Zilliant CPQ.
- [Homepage widgets](https://docs.zilliant.com/docs/homepage-widgets.md): Learn how to add widgets to the Zilliant CPQ home page.
- [Cockpit reports](https://docs.zilliant.com/docs/cockpit.md): Learn about Zilliant CPQ Cockpit reports.
- [Excel reports](https://docs.zilliant.com/docs/upload-analytics.md): Learn about spreadsheet reports in Zilliant CPQ.
- [About templates](https://docs.zilliant.com/docs/about-report-templates.md): Learn about proposal and report templates in Zilliant CPQ.
- [Generating reports](https://docs.zilliant.com/docs/generating-reports.md): Learn about the parameters, methods and expressions to generate PDF and Excel reports in Zilliant CPQ.
- [Add and configure proposal report templates](https://docs.zilliant.com/docs/proposal-report-templates.md): Learn how to define, configure, and download proposal report templates in Zilliant CPQ.
- [Additional report and subreport templates](https://docs.zilliant.com/docs/additional-report-and-subreport-templates.md)
- [PDF proposal encryption](https://docs.zilliant.com/docs/pdf-proposal-encryption.md): Learn how to password protect a quote proposal in Zilliant CPQ.
- [Excel report templates](https://docs.zilliant.com/docs/excel-report-templates.md): Learn how to work with Excel report templates in Zilliant CPQ.
- [Email notification templates](https://docs.zilliant.com/docs/email-notification-templates.md): Learn how to configure and send email notifications about quote changes in Zilliant CPQ.
- [Rich text editor attributes](https://docs.zilliant.com/docs/rich-text-editor-attributes.md): Learn how to use advanced options to format text in quotes.
- [Access UI customization dialogs](https://docs.zilliant.com/docs/access-ui-customization-dialogs.md)
- [Customize fields](https://docs.zilliant.com/docs/customize-fields.md): Learn how to configure fields in Zilliant CPQ to display or capture important object data in various UI locations.
- [Customize columns](https://docs.zilliant.com/docs/customize-columns.md)
- [Customize tables](https://docs.zilliant.com/docs/customize-table-layout.md): Tailor how data is displayed in CPQ tables within key business objects like Quote or Agreement. You can manage column visibility, rearrange columns, and adjust their width.
- [Configure layouts of the line item table](https://docs.zilliant.com/docs/manage-layouts-in-the-line-item-table.md): Use layouts in Zilliant CPQ to control how data appears in the line item table. A layout defines which columns and in which order are visible to specific users.
- [Search, filter, and sort data in list tables](https://docs.zilliant.com/docs/search-filter-and-sort-data-in-list-tables.md): Quickly find and organize records in CPQ list tables using the search, filter, and sort features.
- [Customize tabs on the object detail screen](https://docs.zilliant.com/docs/customize-tabs-on-the-object-detail-screen.md)
- [Customize sections and fields in tabs](https://docs.zilliant.com/docs/customize-sections-and-fields-in-tabs.md)
- [Customize Sales Item Text tab](https://docs.zilliant.com/docs/customize-the-sales-item-text-tab.md): Customize the Sales Item Text tab by managing the visibility and editability of sales item text options for users.
- [Customize header on the object detail screen](https://docs.zilliant.com/docs/customize-header-on-the-object-detail-screen.md)
- [Customize actions](https://docs.zilliant.com/docs/customize-actions.md)
- [Localization](https://docs.zilliant.com/docs/localization.md): Learn how to configure language selections in Zilliant CPQ.
- [Filter content](https://docs.zilliant.com/docs/filter-content.md): Learn how to filter for unassigned quotes in Zilliant CPQ.
- [Saved search](https://docs.zilliant.com/docs/saved-search.md): Learn how to use and define saved search queries in Zilliant CPQ.
- [Relative date and time](https://docs.zilliant.com/docs/relative-selects.md): Learn how to configure relative date and time selections in Zilliant CPQ.
- [UI Profile](https://docs.zilliant.com/docs/ui-profile.md): Learn how to customize labels, conditional field display, and read-only fields in Zilliant CPQ.
- [Group Profile](https://docs.zilliant.com/docs/group-profile.md): Learn how to set up a group profile in Zilliant CPQ.
- [DA Profile](https://docs.zilliant.com/docs/da-profile.md): Learn how to add a dynamic attributes profile and map it to a lookup table in Zilliant CPQ.
- [Troubleshoot UI](https://docs.zilliant.com/docs/troubleshoot-ui.md): Learn how to troubleshoot UI errors in Zilliant CPQ.
- [Authorize.Net](https://docs.zilliant.com/docs/authorizenet.md): Learn how to enable and configure a third-party payment gateway.
- [Cybersource](https://docs.zilliant.com/docs/cybersource.md)
- [About Groovy](https://docs.zilliant.com/docs/about-groovy.md): Learn about using Apache Groovy scripts in Zilliant CPQ.
- [Binding variables](https://docs.zilliant.com/docs/binding-variables.md): Learn about binding variables in Groovy scripts, and how to query scripts for available binding variables.
- [Upload a Groovy script](https://docs.zilliant.com/docs/upload-a-groovy-script.md): Use the steps in this topic to upload and configure Apache Groovy scripts in the Zilliant CPQ application.
- [About extension points](https://docs.zilliant.com/docs/about-extension-points.md): Learn about system extension points in Zilliant CPQ.
- [Additional Approval Action](https://docs.zilliant.com/docs/additional-approval-action.md): Use this extension point to run a script to enable custom capabilities in the quote approval process.
- [Additional Data for Proposal Generation](https://docs.zilliant.com/docs/additional-data-for-proposal-generation.md): Use this extension point to run a script to get additional data for the proposal report generation.
- [Check Credit Limit](https://docs.zilliant.com/docs/check-credit-limit.md): Read details for the Check Credit Limit extension point in Zilliant CPQ.
- [Create ERP Sales Order](https://docs.zilliant.com/docs/create-erp-sales-order.md): Learn how to run a Groovy scrip to enable a custom implementation when an ERP sales order is created.
- [Create MTO BOM](https://docs.zilliant.com/docs/create-mto-bom.md): Use this extension point to run a script to create a new BOM for a material in the ERP system.
- [Create MTO Material](https://docs.zilliant.com/docs/create-mto-material.md): Use this extension point to run a script to create a new material in the ERP system.
- [Create MTO Routing](https://docs.zilliant.com/docs/create-mto-routing.md): Use this extension point to run a script to create a new material routing in the ERP system.
- [Create Price to ERP](https://docs.zilliant.com/docs/create-price-to-erp.md): Learn how to run a Groovy scrip to create ERP price items.
- [Create Quote Routing Recipients](https://docs.zilliant.com/docs/create-quote-routing-recipients.md): Use this extension point to run a script to apply custom filters and show only relevant personnel to the sales user.
- [Custom Quote Action](https://docs.zilliant.com/docs/custom-quote-action.md): Learn how to add a business-specific button to the quote detail screen. When users select this button, your script runs automatically to perform a defined task or workflow.
- [Filter Account List](https://docs.zilliant.com/docs/filter-account-list.md): Learn how to implement the Filter Account List Groovy extension in Zilliant CPQ.
- [Filter Product List](https://docs.zilliant.com/docs/filter-product-list.md): Use this extension point to limit the products displayed to a user in CPQ or eCommerce based on custom assortment conditions.
- [Generating AutoCAD Drawing](https://docs.zilliant.com/docs/generating-autocad-drawing.md): Use this extension point to generate an AutoCAD drawing based on the quote structure.
- [Get Range Values](https://docs.zilliant.com/docs/get-range-values.md): Use this extension point to run a script to retrieve range values of a business relational attribute from a custom table or from an external system.
- [Google Map Validation](https://docs.zilliant.com/docs/google-map-validation.md): Use this extension point to run a script to validate the Google Maps content for a sales item.
- [On Change Quote Pricing Relevant](https://docs.zilliant.com/docs/on-change-quote-pricing-relevant.md): Use this extension point to run a script when specific quote business attributes are changed.
- [On Configuration Exits](https://docs.zilliant.com/docs/on-configuration-exits.md): Use this extension point to prevent the configuration page from closing, execute a BOM explosion based on the lookup table and conditions defined in the script, or replace a configurable product with matching classified products.
- [On Quote Routing](https://docs.zilliant.com/docs/on-quote-routing.md): Use this extension point to run a script to run a custom action when a quote's proposal is marked as sent.
- [Organize Line Item Structure](https://docs.zilliant.com/docs/organize-line-item-structure.md): Use this extension point to automatically add products, configure them, set quote attributes, and perform other supported operations in quotes.
- [Post Agreement Deactivate](https://docs.zilliant.com/docs/post-agreement-deactivate.md): Run a script to execute custom actions when users deactivate an agreement.
- [Post Agreement Quote Publish](https://docs.zilliant.com/docs/post-agreement-quote-publish.md): Use this extension point to run a script to execute custom actions when users publish an accepted agreement.
- [Post Agreement Revise](https://docs.zilliant.com/docs/post-agreement-revise.md): Use this extension point to run a script to execute custom actions when users revise a published agreement.
- [Post Quote Creation](https://docs.zilliant.com/docs/post-quote-creation.md): Details about the Post Quote Creation extension point in Zilliant CPQ Groovy scripts.
- [Quote Proposal Sent](https://docs.zilliant.com/docs/quote-proposal-sent.md): Use this extension point to run a script to run a custom action when a quote's proposal is marked as sent.
- [Quote to Sales Order Creation](https://docs.zilliant.com/docs/quote-to-sales-order-creation.md): Use this extension point to tailor the sales office assignment and other relevant attributes in the Sales Order object to meet your unique business requirements.
- [Report Sync](https://docs.zilliant.com/docs/report-sync.md): Use this extension point to run a script to automatically submit reports to an external system at the defined time intervals.
- [Sales Text Parameter Mapping](https://docs.zilliant.com/docs/sales-text-parameter-mapping.md): Use this extension point to run the script to convert the user's language code into a text's language code.
- [Server Startup](https://docs.zilliant.com/docs/server-startup.md): Use this extension point to execute specific tasks automatically after the server restart.
- [Simulate ERP Sales Order](https://docs.zilliant.com/docs/simulate-erp-sales-order.md): Use this extension point to run a script to enable a custom implementation when ERP pricing is performed.
- [Debugging Groovy Scripts](https://docs.zilliant.com/docs/debugging-groovy-scripts.md): Learn how to debug Groovy scripts in Zilliant CPQ.
- [About IMCScript](https://docs.zilliant.com/docs/about-imcscript.md): Learn about the IMCScript scripting language for Zilliant CPQ.
- [Manage scripts](https://docs.zilliant.com/docs/manage-imcscript-scripts.md): Learn how to manage IMCScript scripts in Zilliant CPQ.
- [Test scripts](https://docs.zilliant.com/docs/test-imcscript-scripts.md): Learn how to test IMCScript scripts in Zilliant CPQ.
- [IMCScript built-in functions](https://docs.zilliant.com/docs/imcscript-built-in-functions.md): Use this reference to explore available IMCScript built-in constants and functions and how to use them effectively.
- [IMCScript variables](https://docs.zilliant.com/docs/imcscript-variables.md): IMCScript variables reference
- [IMCScript operators](https://docs.zilliant.com/docs/imcscript-operators.md): Learn how to use IMCScript operators.
- [IMCScript conditional loops](https://docs.zilliant.com/docs/imcscript-conditional-loops.md): Learn how to use conditional loops using IMCScript.
- [About Outlook integration](https://docs.zilliant.com/docs/about-outlook-integration.md): Learn more about integrating Zilliant CPQ with Microsoft Outlook.
- [Set up Outlook integration](https://docs.zilliant.com/docs/set-up-outlook-integration.md): Follow steps to set up Outlook integration with Zilliant CPQ.
- [Set up the Outlook add-in](https://docs.zilliant.com/docs/provisioning-the-outlook-add-in-1.md)
- [Use the Outlook add-in](https://docs.zilliant.com/docs/using-the-outlook-add-in-1.md)
- [Set up server-side synchronization](https://docs.zilliant.com/docs/set-up-server-side-synchronization.md)
- [About Salesforce CRM integration](https://docs.zilliant.com/docs/about-salesforce-crm-integration.md): Learn about the Zilliant CPQ pre-built integration with Salesforce CRM.
- [Install Salesforce Lightning UI](https://docs.zilliant.com/docs/install-salesforce-lightning-ui.md): Learn how to install Zilliant CPQ as a managed package in the SFDC Lightning App UI.
- [About SAP ERP integration](https://docs.zilliant.com/docs/about-sap-erp-integration.md): Zilliant CPQ supports integration with SAP Enterprise Resource Planning (SAP ERP). This integration facilitates operational efficiency by leveraging SAP's robust data management capabilities.
- [Configure network connection](https://docs.zilliant.com/docs/configure-network-connection.md): Configure a network connection between Zilliant CPQ and SAP ERP to enable the integration.
- [Create a SAP RFC user](https://docs.zilliant.com/docs/create-a-sap-rfc-user.md): Create an RFC user to access and execute operations in SAP ERP, such as simulating pricing, creating sales orders, or retrieving product and customer data.
- [Enable BAPIs](https://docs.zilliant.com/docs/enable-bapis.md): Authorize the RFC user to access specific Business Application Programming Interfaces (BAPIs) to enable secure communication between Zilliant CPQ and SAP ERP.
- [About product data sync](https://docs.zilliant.com/docs/about-product-data-synchronization.md): Learn about product data synchronization between Zilliant CPQ and SAP ERP.
- [Prepare and sync products](https://docs.zilliant.com/docs/prepare-and-sync-products.md): Synchronize products between SAP ERP and Zilliant CPQ.
- [Prepare and sync product knowledge bases](https://docs.zilliant.com/docs/prepare-and-sync-product-knowledge-bases.md): Synchronize product class data between SAP ERP and Zilliant CPQ.
- [Prepare and sync product dynamic attributes](https://docs.zilliant.com/docs/prepare-and-sync-product-dynamic-attributes.md): Synchronize product class characteristic data between SAP ERP and Zilliant CPQ.
- [Prepare and sync product category data](https://docs.zilliant.com/docs/prepare-and-sync-product-hierarchy.md): Synchronize product hierarchy data between SAP ERP and Zilliant CPQ.
- [Prepare and sync product sales text](https://docs.zilliant.com/docs/prepare-and-sync-product-sales-text.md): Synchronize product sales text data between SAP ERP and Zilliant CPQ.
- [Prepare and sync product attachments](https://docs.zilliant.com/docs/prepare-and-sync-product-attachments.md): Synchronize product attachments between Zilliant CPQ and SAP ERP.
- [Prepare and sync product sales area data](https://docs.zilliant.com/docs/synchronize-product-sales-area.md): Synchronize product sales area data between Zilliant CPQ and SAP ERP.
- [Synchronization history](https://docs.zilliant.com/docs/synchronization-history.md): View and delete ERP synchronization history in Zilliant CPQ.
- [About account data sync](https://docs.zilliant.com/docs/about-account-data-sync.md): Learn how to configure account data synchronization between Zilliant CPQ and SAP ERP.
- [Prepare and sync accounts](https://docs.zilliant.com/docs/prepare-and-sync-accounts.md)
- [Prepare and sync account sales area data](https://docs.zilliant.com/docs/prepare-and-sync-account-sales-area-data.md)
- [Prepare and sync partner functions](https://docs.zilliant.com/docs/prepare-and-sync-partner-functions.md): Learn how to prepare and synchronize partner function data between Zilliant CPQ and SAP ERP.
- [Manage synchronization notifications](https://docs.zilliant.com/docs/manage-synchronization-notifications.md): Control how many email notifications about ERP data synchronization jobs you receive.
- [Use SAP Cstic and classes in CPQ](https://docs.zilliant.com/docs/sap-cstic-and-class-in-cpq.md): Use SAP Cstic and classes in Zilliant CPQ.
- [Simulate pricing](https://docs.zilliant.com/docs/pricing-simulation-in-sap-erp.md): Learn about pricing simulation in Zilliant CPQ and SAP ERP.
- [Make to order](https://docs.zilliant.com/docs/make-to-order.md): Learn about make-to-order (MTO) products in Zilliant CPQ and SAP ERP.
- [Product substitution](https://docs.zilliant.com/docs/product-substitution.md): Learn about product substitution in Zilliant CPQ and SAP ERP integrations.
- [Glossary](https://docs.zilliant.com/docs/settings.md)
- [About SAP C4C integration](https://docs.zilliant.com/docs/about-sap-c4c-integration.md): Learn about features supported for SAP C4C and CPQ integration.
- [Custom field mapping](https://docs.zilliant.com/docs/custom-field-mapping.md): Configure custom field mapping between CPQ and C4C.
- [C4C setup](https://docs.zilliant.com/docs/c4c-setup.md): Learn how to set up Zilliant CPQ and SAP C4C.
- [CPQ setup](https://docs.zilliant.com/docs/cpq-system-setup.md)
- [Global data setup](https://docs.zilliant.com/docs/global-data.md)
- [Accounts](https://docs.zilliant.com/docs/import-accounts-from-c4c.md): Learn how to import accounts from C4C into Zilliant CPQ.
- [Opportunities](https://docs.zilliant.com/docs/import-opportunities-from-c4c.md): Learn how to export an opportunity from C4C to Zilliant CPQ.
- [Quotes](https://docs.zilliant.com/docs/import-quotes-from-c4c.md)
- [Partners](https://docs.zilliant.com/docs/import-partners-from-c4c.md): Learn about importing partners from C4C into CPQ.
- [Quotes](https://docs.zilliant.com/docs/export-quotes-to-c4c.md): Learn how to export CPQ quotes to SAP C4C.
- [SSC](https://docs.zilliant.com/docs/standard-service-catalog-ssc.md): Learn how to set up Zilliant CPQ integration with SSC.
- [About integration](https://docs.zilliant.com/docs/about-visual-analytics-integration.md): Integrate Zilliant CPQ with Tableau dashboards to embed real-time, interactive analytics directly into your quoting and agreement workflows.
- [Set up visual analytics integration](https://docs.zilliant.com/docs/set-up-visual-analytics-integration.md): Set up visual analytics integration.
- [Product recommendations in CPQ and eCommerce](https://docs.zilliant.com/docs/product-recommendations-in-cpq-and-ecommerce.md): Learn about product recommendations in Zilliant CPQ and eCommerce.
- [Set up a CPQ integration](https://docs.zilliant.com/docs/set-up-a-cpq-integration.md)
- [Set up target applications](https://docs.zilliant.com/docs/set-up-target-applications.md)
- [Account and product mapping](https://docs.zilliant.com/docs/account-and-product-mapping.md)
- [Manage log levels](https://docs.zilliant.com/docs/manage-log-levels.md)
- [CPQ licenses and libraries](https://docs.zilliant.com/docs/cpq-licenses-and-libraries.md)
- [About agreements](https://docs.zilliant.com/docs/about-agreements.md): Agreements management in Zilliant CPQ (Revenue) streamlines the process of creating, negotiating, and managing customer price agreements. Learn how to configure and work with agreements.
- [Create agreements](https://docs.zilliant.com/docs/create-agreements-1.md): Learn how to create and configure agreements in Zilliant CPQ.
- [Manage agreements under negotiation](https://docs.zilliant.com/docs/manage-agreements-under-negotiation.md): Learn how to work with agreements under negotiation.
- [Manage published agreements](https://docs.zilliant.com/docs/manage-published-agreements.md): Learn how to work with published agreements.
- [Manage line items](https://docs.zilliant.com/docs/manage-agreement-line-items.md): Learn how to work with line items. Agreement line items store information about products to which you apply special prices and discounts.
- [Manage agreement pricing](https://docs.zilliant.com/docs/manage-agreement-pricing.md): Control how prices are calculated and managed in an agreement.
- [View visual analytics in agreements](https://docs.zilliant.com/docs/view-visual-analytics.md): Access real-time, interactive analytics directly from agreements.
- [Submit agreements for approval](https://docs.zilliant.com/docs/submit-agreements-for-approval-1.md): In CPQ, before sending an agreement to a customer, you may need your manager's approval to ensure it follows company policies and pricing guidelines. Learn how to submit your agreement for approval.
- [Manage proposals](https://docs.zilliant.com/docs/manage-agreement-proposals.md): After a manager approves an agreement under negotiation, you can generate and download a proposal to send to your customer. Learn how to create a proposal.
- [Run presubmission checks](https://docs.zilliant.com/docs/run-presubmission-checks-in-agreements.md): To ensure that product and pricing data in your agreement under negotiation are up-to-date, at any moment you can check it for inactive products, inactive pricing schemes, and more.
- [Map fields for agreement publication](https://docs.zilliant.com/docs/map-fields-for-agreement-publication.md): Learn how to transfer standard and custom fields from agreements under negotiation to published agreements.
- [Configure agreement settings](https://docs.zilliant.com/docs/configure-agreement-settings.md)
- [About eCommerce](https://docs.zilliant.com/docs/about-ecommerce.md): Learn about the Zilliant eCommerce application.
- [Self-registration](https://docs.zilliant.com/docs/self-registration.md)
- [User roles](https://docs.zilliant.com/docs/user-roles.md)
- [Employee users](https://docs.zilliant.com/docs/employee-users.md)
- [Contact users](https://docs.zilliant.com/docs/contact-users.md)
- [Prospect users](https://docs.zilliant.com/docs/prospect-users.md)
- [Theming](https://docs.zilliant.com/docs/theming.md): Learn how to create and apply a theme to the Zilliant eCommerce application.
- [Logo and browser settings](https://docs.zilliant.com/docs/logo-and-browser-settings.md)
- [Login page](https://docs.zilliant.com/docs/login-page.md): Learn how to upload a custom banner that appears on the eCommerce login page.
- [Landing page](https://docs.zilliant.com/docs/landing-page-1.md): Learn how to manage banners that appear on the eCommerce landing page.
- [Header and footer](https://docs.zilliant.com/docs/header-and-footer.md)
- [Localization](https://docs.zilliant.com/docs/localization-1.md)
- [Product catalog](https://docs.zilliant.com/docs/product-catalog.md): Learn how to change how products and equipment appear in the Zilliant eCommerce portal.
- [Product visibility](https://docs.zilliant.com/docs/product-visibility.md)
- [About Visual Product Finder](https://docs.zilliant.com/docs/about-visual-product-finder.md): Learn how to use the Zilliant CPQ Visual Product Finder
- [Configure Visual Product Finder](https://docs.zilliant.com/docs/configure-visual-product-finder.md): Learn how to configure products in the Visual Product Finder.
- [Configure 3D Visual Product Finder](https://docs.zilliant.com/docs/configure-3d-visual-product-finder.md)
- [Advanced Spare Parts Finder](https://docs.zilliant.com/docs/advanced-spare-parts-finder.md)
- [Product filters](https://docs.zilliant.com/docs/product-filters.md)
- [Product comments](https://docs.zilliant.com/docs/product-comments.md): Learn how to add internal comments to products in Zilliant eCommerce.
- [Pricing cache](https://docs.zilliant.com/docs/pricing-cache.md): Learn how to configure a pricing cache in Zilliant eCommerce.
- [Shopping cart](https://docs.zilliant.com/docs/shopping-cart.md)
- [Required checkout fields](https://docs.zilliant.com/docs/required-checkout-fields.md)
- [Payment methods](https://docs.zilliant.com/docs/payment-methods.md)
- [Orders and inquiries](https://docs.zilliant.com/docs/orders-and-inquiries.md)
- [Available-To-Promise (ATP) check](https://docs.zilliant.com/docs/available-to-promise-atp-check.md): Learn about ATP functionality in Zilliant eCommerce.
- [Reviewing orders and viewing inquiries](https://docs.zilliant.com/docs/reviewing-orders-and-viewing-inquiries.md)
- [About Sales IQ](https://docs.zilliant.com/docs/about-sales-iq.md): Learn what you can do with Sales IQ, how it works, and how to use it.
- [Sales IQ & Campaign Manager use cases](https://docs.zilliant.com/docs/sales-iq-campaign-manager-use-cases.md): Explore common challenges supported by generally available Sales IQ and Campaign Manager capabilities.
- [Prep data](https://docs.zilliant.com/docs/prep-data.md): For Sales IQ to generate summaries aligned with your objective, you must prep your data in the system, then run the data through the desired engine.
- [Convert currency](https://docs.zilliant.com/docs/convert-currency.md): The Sales IQ data model assumes that all customers transact in a single currency. If your data uses multiple currencies, you must normalize the data to a single currency.
- [Refresh time periods](https://docs.zilliant.com/docs/refresh-time-periods.md): Each time you add new transaction data to Sales IQ, you must refresh the time period data in the Sales IQ system. Sales IQ uses certain entities and configuration settings to define this time period data.
- [Refresh seasonality](https://docs.zilliant.com/docs/refresh-seasonality.md): You can refresh the seasonality model used by Sales IQ to reflect an updated configuration.
- [About engine outputs](https://docs.zilliant.com/docs/about-engine-outputs.md): Sales IQ sorts and filters customer, product, and transaction data into actionable summaries aligned with your objective. To generate these summaries, configure and run the engine that aligns with your objective.
- [Lost Sales (LS) engine](https://docs.zilliant.com/docs/lost-sales-ls-engine.md): The Lost Sales (LS) engine generates a summary of the recent spend pattern for your desired customer and product group combinations. The spend pattern is filtered between defined baseline and evaluation periods.
- [Win-Back (WB) engine](https://docs.zilliant.com/docs/win-back-wb-engine.md): The Win-Back (WB) engine generates a spend history for each of your desired customer and product group combinations. This engine highlights spending during the historical peak year and evaluation periods.
- [Contract Compliance (CC) engine](https://docs.zilliant.com/docs/contract-compliance-cc-engine.md): The Contract Compliance (CC) engine generates a summary of the degree to which contracted volume commitments have been satisfied by shipped volume.
- [Cross-Sell (XS) engine](https://docs.zilliant.com/docs/cross-sell-xs-engine.md): The Cross-Sell (XS) engine generates profiles of core customers’ expected spending, and matches non-core customers to those profiles. The engine also generates summary metrics for all customers based on certain settings and parameters.
- [Customer metrics](https://docs.zilliant.com/docs/customer-metrics.md): When you run the XS engine, it populates the Sales IQ > Engine Config > XS Customer Metrics worksheet with summary metrics and attributes for all customers, based on certain settings.
- [White Space (WS) engine](https://docs.zilliant.com/docs/white-space-ws-engine.md): The White Space (WS) engine uses XS engine outputs to match all inactive customers to a profile based on the available customer data.
- [Last Price (LP) engine](https://docs.zilliant.com/docs/last-price-lp-engine.md): The Last Price (LP) engine generates summary metrics for every observed customer and product ID combination within a baseline time period.
- [Targeted Sale (TS) engine](https://docs.zilliant.com/docs/targeted-sale-ts-engine.md): The Targeted Sale (TS) engine generates an aggregation of historical sales by customer ID and product group. This aggregation is the basis of Sales IQ’s Inventory and Substitution output worksheets.
- [About related data outputs](https://docs.zilliant.com/docs/about-related-data-outputs.md): Sales IQ sorts and filters customer, product, and transaction data into actionable summaries aligned with your objective. To view these summaries, configure the appropriate output worksheet.
- [Contract Price (CP) output worksheet](https://docs.zilliant.com/docs/contract-price-cp-output-worksheet.md): The Contract Price (CP) output worksheet displays all data related to contracts. Use the data in this worksheet when you want to update pricing for an existing contract or price record.
- [Inventory (INV) output worksheet](https://docs.zilliant.com/docs/inventory-inv-output-worksheet.md): The Inventory (INV) output worksheet displays all data related to products in the INV Product Map worksheet.
- [Substitution (SUB) output worksheet](https://docs.zilliant.com/docs/substitution-sub-output-worksheet.md): The Substitution (SUB) output worksheet displays all data related to products in the SUB Product Map worksheet.
- [About Campaign Manager](https://docs.zilliant.com/docs/about-campaign-manager.md): Campaign Manager reads from various data sources to create sets of steps and relevant actions aligned with your objective. These sets can be published to any end user system. Depending on your objective, Campaign Manager works optimally in tandem with Sales IQ.
- [Sales IQ & Campaign Manager use cases](https://docs.zilliant.com/docs/sales-iq-campaign-manager-use-cases-1.md): Explore common challenges supported by generally available Sales IQ and Campaign Manager capabilities.
- [Common questions](https://docs.zilliant.com/docs/common-questions-campaign-manager.md): Find answers to frequently asked questions about Campaign Manager.
- [About action types](https://docs.zilliant.com/docs/about-action-types.md): Action types are a crucial component of Campaign Manager. They tell Campaign Manager how to sort and filter ingested data into data that is actionable for your use case.
- [Add an action type](https://docs.zilliant.com/docs/add-an-action-type.md): Manage action types in the Action Types worksheet.
- [Action metrics](https://docs.zilliant.com/docs/action-metrics.md): Learn about action metrics and their settings.
- [Engine output threshold conditions](https://docs.zilliant.com/docs/engine-output-threshold-conditions.md): Learn about engine output threshold conditions and their settings.
- [About campaigns](https://docs.zilliant.com/docs/about-campaigns.md): Campaign Manager reads from various data sources to create sets of steps and relevant actions aligned with your objective. These sets are called campaigns, and their steps and relevant actions are called action types. After you set up and run a campaign, you can review its action types before publishing them to your desired end user system.
- [Add a campaign action](https://docs.zilliant.com/docs/add-a-campaign-action.md): Add a campaign action to a campaign.
- [Add a campaign](https://docs.zilliant.com/docs/add-a-campaign.md): Add campaigns and define their settings.
- [Customer eligibility](https://docs.zilliant.com/docs/customer-eligibility.md): Define which customers are eligible to receive an action.
- [Campaign reactivation period](https://docs.zilliant.com/docs/campaign-reactivation-period.md): Define values for each reactivation period included on the Campaign Settings worksheet.
- [Campaign thresholds](https://docs.zilliant.com/docs/campaign-thresholds.md): Define values for each metric threshold included on the Campaign Thresholds worksheet.
- [Customer scope](https://docs.zilliant.com/docs/customer-scope.md): Define which customers to include in a run of the campaign.
- [Product scope](https://docs.zilliant.com/docs/product-scope.md): Define which product groups to include in a run of the campaign action.
- [Run a campaign](https://docs.zilliant.com/docs/run-a-campaign.md): Explore what happens when you run a campaign, and how to run and publish a campaign.
- [Campaign conflicts and automatic updates](https://docs.zilliant.com/docs/campaign-conflicts-and-automatic-updates.md): When you run and publish a campaign, Campaign Manager publishes actions and updates published actions based on action type attributes, campaign attributes, and published actions' statuses to avoid conflicts.
- [Validate campaign actions](https://docs.zilliant.com/docs/validate-campaign-actions.md): Review actions after you run a campaign and then select which of them should be published.
- [Review published actions](https://docs.zilliant.com/docs/review-published-actions.md): Review and update published actions.
- [View the publish log and campaign analytics](https://docs.zilliant.com/docs/view-the-publish-log-and-campaign-analytics.md): View published actions and view campaign analytics.
- [Action reason codes](https://docs.zilliant.com/docs/reason-codes.md): A reason code describes the most recent response to a published action. You can configure reason codes to prompt users to select from a picklist of reasons when updating an action’s status.
- [Custom action types](https://docs.zilliant.com/docs/custom-action-types.md): Given the flexible framework of how Campaign Manager runs campaigns, you can create new action types at any point that reference new worksheet views.
- [Custom actions](https://docs.zilliant.com/docs/custom-actions.md): As an alternative to the the process of running a campaign based on an engine output, Campaign Manager allows you to directly import custom actions.
- [Configure a feedback loop](https://docs.zilliant.com/docs/configure-a-feedback-loop.md): Go to the Feedback Loop worksheet to see the feedback loop configuration and the current pursued rate for each published combination of Action Type + Product Group + Feedback Loop Segment.
- [Manage users](https://docs.zilliant.com/docs/manage-users.md): Manage user access to your Zilliant products: define, add, edit, and delete users.
- [Configure users list](https://docs.zilliant.com/docs/configure-users-list.md): Configure which users and profiles are visible in the Zilliant users list in the User Management application.
- [Manage groups](https://docs.zilliant.com/docs/manage-groups.md): Manage the content users can see and interact with in IQ Interface by configuring group permissions.
- [Manage roles](https://docs.zilliant.com/docs/manage-roles.md): Create and manage roles and associated permissions.
- [Manage filter sets](https://docs.zilliant.com/docs/manage-filter-sets.md): Use filter sets to manage the content users can see in worksheets.
- [About IQ Interface](https://docs.zilliant.com/docs/about-iq-interface.md): Learn about Zilliant IQ Interface—powerful development framework with an intuitive spreadsheet-like workbook and worksheet structure.
- [Get started with IQ Interface](https://docs.zilliant.com/docs/get-started-with-iq-interface.md): Learn what you can use IQ Interface for, how to optimize your experience, and what are the main concepts of the product.
- [Common questions](https://docs.zilliant.com/docs/common-questions.md): Find answers to common questions about IQ Interface.
- [Troubleshoot IQ Interface](https://docs.zilliant.com/docs/troubleshooting.md): Learn how to solve common issues with IQ Interface.
- [Create workbooks](https://docs.zilliant.com/docs/create-workbooks.md): Create a workbook and associated new worksheet.
- [Reorder worksheets in a workbook](https://docs.zilliant.com/docs/reorder-worksheets-in-a-workbook.md): Reorder worksheets in a workbook.
- [About worksheets](https://docs.zilliant.com/docs/about-worksheets.md): Learn about IQ Interface worksheets.
- [Create a worksheet from a database](https://docs.zilliant.com/docs/create-a-worksheet-from-a-database.md): Create worksheets from the existing database.
- [Create a worksheet from a data file](https://docs.zilliant.com/docs/configure-worksheet-from-data-file.md): Create a worksheet by importing a data file.
- [Create an aggregate worksheet](https://docs.zilliant.com/docs/create-an-aggregate-worksheet.md): Create an aggregate worksheet to group data from another worksheet by unique values and perform calculations on those data groups.
- [Create a Tableau analytics worksheet](https://docs.zilliant.com/docs/create-a-tableau-analytics-worksheet.md): Create individual Tableau analytics worksheets, configure static and dynamic parameters to pass to Tableau.
- [Link Tableau analytics to a worksheet](https://docs.zilliant.com/docs/link-tableau-analytics-to-a-worksheet.md): Link Tableau analytics to an existing IQ Interface worksheet.
- [Refresh worksheet data](https://docs.zilliant.com/docs/refresh-worksheet-data.md): Refresh worksheets and add the Refresh Automatically toggle to a worksheet.
- [Sort data](https://docs.zilliant.com/docs/sort-data.md): Sort columns in ascending or descending order, define a default view for a worksheet, and reset your personalized worksheet view to the default one.
- [Import and export data](https://docs.zilliant.com/docs/import-and-export-data.md): Import data into a worksheet from a CSV file, and export worksheet data to a CSV file.
- [Define worksheet relationships](https://docs.zilliant.com/docs/worksheet-relationships.md): Define master-detail worksheet relationships to enable the display of data from one worksheet as expandable detail records in another worksheet.
- [Delete a worksheet](https://docs.zilliant.com/docs/delete-a-worksheet.md): Delete a worksheet in a workbook.
- [Highlight rows](https://docs.zilliant.com/docs/highlight-rows.md): Highlight worksheet rows to bring attention to important data in your worksheets, or to values that need review.
- [Define input columns](https://docs.zilliant.com/docs/define-input-columns.md): Show hidden input columns, create, delete, edit, and make visible input columns.
- [Configure dropdown columns](https://docs.zilliant.com/docs/configure-dropdown-columns.md): Configure a dropdown column with a static or dynamic dropdown list.
- [Configure type-ahead columns](https://docs.zilliant.com/docs/configure-type-ahead-columns.md): Configure a type-ahead column with a static or dynamic type-ahead list.
- [Configure resource link columns](https://docs.zilliant.com/docs/configure-resource-link-columns.md): Configure resource link columns to add to a worksheet hyperlinks that redirect users to other workbooks or worksheets.
- [Define related columns](https://docs.zilliant.com/docs/define-related-columns.md): Create relationships between worksheets, add related columns, edit and delete them.
- [Define calculated columns](https://docs.zilliant.com/docs/define-calculated-columns.md): Create, edit, and delete calculated columns.
- [About formula expressions](https://docs.zilliant.com/docs/formula-expressions.md): Learn about formula expressions used to calculate the values in calculated columns.
- [Show hidden columns](https://docs.zilliant.com/docs/show-hidden-columns.md): Show hidden columns in worksheets.
- [Pin columns in a worksheet](https://docs.zilliant.com/docs/pin-columns-in-a-worksheet.md): Pin a worksheet column to the right or left sides of a worksheet.
- [Highlight columns and fields](https://docs.zilliant.com/docs/highlight-columns-and-fields.md): Use color to highlight worksheet columns or separate column fields.
- [Configure column groups](https://docs.zilliant.com/docs/configure-column-groups.md): Learn about column groups. Create, reorder, edit, and delete column groups.
- [Update worksheet data](https://docs.zilliant.com/docs/update-worksheet-data-1.md): Update input, related, and calculated columns, copy and paste worksheet rows.
- [About KPI cards](https://docs.zilliant.com/docs/about-kpi-cards.md): Learn about KPI cards and their types.
- [Add a KPI card](https://docs.zilliant.com/docs/add-a-kpi-card.md): Create standard and user-editable KPI cards.
- [Manage KPI cards](https://docs.zilliant.com/docs/manage-kpi-cards.md): Edit, reorder, hide, and delete KPI cards.
- [Enable personalized filters](https://docs.zilliant.com/docs/add-filters.md): Configure personalized filters, lock, delete, and make filters active or inactive.
- [Filter worksheets by multiple values](https://docs.zilliant.com/docs/filter-multiple-values.md): Configure a filter with a list of values that will be applied to the worksheet instantaneously.
- [About locale settings](https://docs.zilliant.com/docs/about-locale-settings.md): Learn about locale settings in IQ Interface.
- [Format numbers](https://docs.zilliant.com/docs/change-number-format.md): Set numeric field values to match the format typically preferred in your locale.
- [Format dates](https://docs.zilliant.com/docs/change-date-format.md): Specify that displayed dates rely on your Salesforce locale settings.
- [Change language settings](https://docs.zilliant.com/docs/change-language-settings.md): Change the language of the application and custom text in IQ Interface.
- [Use icons for button labels](https://docs.zilliant.com/docs/use-icons-for-labels.md): Replace text with icons on action buttons.
- [Add Refresh Automatically toggle](https://docs.zilliant.com/docs/add-refresh-automatically-toggle.md): Add a Refresh Automatically toggle that controls how data is refreshed in a worksheet.
- [Add help links](https://docs.zilliant.com/docs/add-help-links.md): Enable links from your worksheets to Zilliant product documentation or other help resources.
- [Configure help links allowlist](https://docs.zilliant.com/docs/configure-help-links-allowlist.md): Enable users to use help links by configuring the allowlist.
- [Add custom row-level action buttons](https://docs.zilliant.com/docs/add-row-level-actions.md): Configure custom actions for each record in a worksheet, and then load these actions with desired parameters.
- [Add custom toolbar action buttons](https://docs.zilliant.com/docs/add-toolbar-actions.md): Configure custom action buttons for the worksheet toolbar.
- [View the job execution log](https://docs.zilliant.com/docs/view-the-job-execution-log.md): Check the status of jobs submitted by IQ Interface users in the dashboard execution log or worksheet activity log.
- [View the worksheet activity log](https://docs.zilliant.com/docs/view-the-worksheet-activity-log.md): See who made changes in a worksheet, and when those changes were made.
- [About action cards component](https://docs.zilliant.com/docs/about-action-cards-component.md): Learn about the Action Cards component and its ability to display to users an aggregate summary of the records in any object.
- [Configure action cards](https://docs.zilliant.com/docs/create-action-cards-configuration.md): Learn how to add and configure action cards configuration.
- [Configure action card groups](https://docs.zilliant.com/docs/configure-action-card-groups.md): Follow these steps to create action card groups.
- [Link action cards to a group](https://docs.zilliant.com/docs/link-action-cards-to-group.md): Learn how to link the action card you have created to the appropriate group so that it will be displayed
- [Add action cards to a page](https://docs.zilliant.com/docs/add-action-cards-to-page.md): Add the Action Card component to the Lightning page.
- [About the CDT component](https://docs.zilliant.com/docs/about-cdt.md): Learn about the Zilliant-developed Configurable Data Table (CDT) component that enables you to flexibly display any type of data from a Salesforce object in a tabular format.
- [Define the CDT configuration](https://docs.zilliant.com/docs/define-cdt-configuration.md): Follow these steps to define one or multiple data table configurations.
- [Define fields for the CDT table](https://docs.zilliant.com/docs/define-fields-for-cdt-table.md): Read how to define the fields that appear in the Configurable Data Table (CDT) Lightning component that use the defined data table configuration.
- [Define action buttons for CDT](https://docs.zilliant.com/docs/define-action-buttons-for-cdt.md): Follow these steps to define action buttons that you want to appear in the Configurable Data Table (CDT) Lightning component.
- [Translate the CDT labels](https://docs.zilliant.com/docs/translate-cdt-labels.md): Learn how to translate column and field labels that are displayed by the rendered Configurable Data Table (CDT).
- [Configure Search Bar for CDT](https://docs.zilliant.com/docs/configure-search-bar-for-cdt.md): Follow these steps to define and configure a header-level Search bar for the CDT list of records.
- [About the CCC component](https://docs.zilliant.com/docs/about-ccc.md): Read about the Zilliant-developed Configurable Card Collection (CCC) component that enables you to flexibly display any type of data from a Salesforce object as a collection of cards.
- [Activate the CCC component](https://docs.zilliant.com/docs/to-activate-the-ccc-component.md): Follow these steps to activate the Configurable Card Collection component.
- [Prep for analytics integration](https://docs.zilliant.com/docs/prep-for-analytics-integration.md)
- [Integrate Tableau analytics](https://docs.zilliant.com/docs/integrate-tableau-analytics.md)
- [About Salesforce CPQ Connector](https://docs.zilliant.com/docs/about-salesforce-cpq-connector.md): Learn about Zilliant's app that extends Salesforce CPQ with Zilliant's integrated product pricing solutions.
- [Configure Salesforce CPQ Connector](https://docs.zilliant.com/docs/configure-cpq-connector.md): Set up CPQ Connector in your Salesforce org.
- [Update Zilliant guidance for quote lines](https://docs.zilliant.com/docs/update-zilliant-guidance-for-quote-lines.md): Learn about the update of Zilliant guidance for quote lines.
- [Review Zilliant embedded analytics](https://docs.zilliant.com/docs/review-zilliant-embedded-analytics.md): Learn about Zilliant embedded analytics.
- [About Deal Manager](https://docs.zilliant.com/docs/about-deal-manager.md): Read about Deal Manager capabilities and use cases.
- [Deal Manager use cases](https://docs.zilliant.com/docs/deal-manager-use-cases.md): Understand how Deal Manager provides solutions for your business use cases.
- [Deal Manager objects and fields](https://docs.zilliant.com/docs/deal-manager-objects-and-fields.md): Read about the main objects, fields, and components used when configuring Deal Manager user experience. Also, get to know specific Deal Manager concepts and terminology.
- [Activate Lightning record pages](https://docs.zilliant.com/docs/activate-lightning-components.md): Follow these steps to activate Lightning record pages for the Add Lines and Line Items components in your customer's org.
- [Make fields visible or editable](https://docs.zilliant.com/docs/make-fields-visible-editable.md): Follow these instructions to make fields Visible and Editable for your Deal Manager configuration.
- [How Add Lines component works](https://docs.zilliant.com/docs/how-add-lines-component-works.md): Read about the Zilliant-developed Add Lines component and its role in the Deal Manager configuration.
- [Configure lines display](https://docs.zilliant.com/docs/configure-number-of-lines-per-page.md): Change the default number of lines displayed by the Add Lines component per page.
- [Configure columns order and visibility](https://docs.zilliant.com/docs/configure-columns-order-and-visibility.md): Learn how to change the order and visibility of columns when displayed by the Add Lines component.
- [Define line levels](https://docs.zilliant.com/docs/multiple-line-levels.md): Learn how to define and configure multiple line levels for a product level. This capability is useful when adding new lines within a separate category.
- [Hide products](https://docs.zilliant.com/docs/hide-products-in-the-add-lines-grid.md): Configure filters to hide products from the Add Lines list.
- [Automate line insertion](https://docs.zilliant.com/docs/automate-line-insertion.md): Configure the automated line insertion or line deletion by using a custom Apex hook.
- [Configure pre-entry fields](https://docs.zilliant.com/docs/configure-pre-entry-fields.md): Learn how to configure pre-entry fields that require users to enter a value before displaying the matching product records that they can add to their deals.
- [How Line Items component works](https://docs.zilliant.com/docs/how-line-items-component-works.md): Learn about the Zilliant-developed Line Items component and its role in configuring the Deal Manager user experience.
- [Editable or deletable lines and columns](https://docs.zilliant.com/docs/configure-editabledeletable-status-of-lines.md): Configure line items and line columns to be editable and deletable.
- [Enable action buttons](https://docs.zilliant.com/docs/enable-action-buttons.md): Enable or disable standard action buttons in the Line Items component.
- [Hide lines](https://docs.zilliant.com/docs/hide-lines-in-line-items.md): Configure filters to hide specific lines from the Line Items list.
- [How Workspace works](https://docs.zilliant.com/docs/how-workspace-works.md): Learn about Workspace and its use and capabilities when creating a Deal Manager user experience.
- [Enable action buttons in Workspace list](https://docs.zilliant.com/docs/enable-action-buttons-in-workspace-list.md): Enable or disable action buttons for the Workspace grid.
- [Track and revert changes in lines](https://docs.zilliant.com/docs/track-and-revert-changes-in-lines.md): Configure Workspace to be able to track the change history in lines and to revert changes back to the original value.
- [Enable lines to be deleted](https://docs.zilliant.com/docs/enable-lines-to-be-deleted.md): Enable the possibility to permanently delete lines in Workspace.
- [Configure text wrapping in column fields and headers](https://docs.zilliant.com/docs/configure-text-wrapping-in-column-fields-and-headers.md): Configure text wrapping for long text values in the Add Lines, Line Items, and Workspace column fields and headers.
- [Configure header-level search bar](https://docs.zilliant.com/docs/configure-header-level-search-bar.md): Add a search bar to the Add Lines, Line Items, and Workspace lists to be able to do a global search for products.
- [Configure custom actions](https://docs.zilliant.com/docs/configure-custom-actions.md): Learn how to add and configure custom action buttons for the Add Lines, Line Items, and Workspace grids.
- [Hide standard and custom actions](https://docs.zilliant.com/docs/hide-standard-and-custom-action-buttons.md): Conditionally display standard and custom action buttons on the Add Lines, Line Items, and Workspace grids.
- [How Edit Lines modal works](https://docs.zilliant.com/docs/how-edit-lines-modal-works.md): Learn the specifics of the Edit Lines action button and its various interactions with the Add Lines and Line Items components.
- [Conditionally display columns](https://docs.zilliant.com/docs/conditionally-display-columns.md): Configure the conditional display of line and subline columns in the Edit Lines modal.
- [Expand sublines automatically](https://docs.zilliant.com/docs/automatically-expand-sub-lines.md): Configure the Edit Lines modal to automatically expand sublines on selected lines.
- [Limit the number of lines](https://docs.zilliant.com/docs/limit-the-number-of-lines.md): Set the limit to the number of lines that can be opened in the Edit Lines modal at once.
- [Mark fields as required](https://docs.zilliant.com/docs/mark-fields-as-required.md): Configure specific fields to be Required in the Edit Lines modal so that users must enter values before saving changes on the line.
- [Configure text wrapping in fields and headers](https://docs.zilliant.com/docs/configure-text-wrapping-in-fields-and-headers.md): Configure text wrapping for long text values in the Edit Lines modal column fields and headers.
- [Freeze columns](https://docs.zilliant.com/docs/freeze-columns.md): Freeze columns in Edit Lines modal to keep them visible when scrolling horizontally.
- [Display a link to the Details page](https://docs.zilliant.com/docs/display-a-link-to-the-details-page.md): Add the link to the Details page to be able to verify information about the line in the Edit Lines modal.
- [Define subline columns as read-only](https://docs.zilliant.com/docs/define-subline-columns-as-read-only.md): Configure sublines displayed in the Edit Lines modal as read-only.
- [Replace Save button with a custom action](https://docs.zilliant.com/docs/replace-save-button.md): Replace a standard Save button in the Edit Lines modal with a custom action.
- [About Mass Edit](https://docs.zilliant.com/docs/about-mass-edit.md): Learn about the Mass Edit feature and its capabilities in the Deal Manager configuration.
- [Configure Mass Edit](https://docs.zilliant.com/docs/configure-mass-edit.md): Configure a Mass Edit feature for the Lines Items component and Workspace to be able to perform bulk edits on selected lines.
- [About sublines on Deal Manager lines](https://docs.zilliant.com/docs/about-sublines-on-deal-manager-lines.md): Learn about the types of sublines that you can add and configure for Deal Manager lines.
- [Tiered pricing sublines](https://docs.zilliant.com/docs/configure-tiered-pricing-sublines.md): Add and configure tiered pricing sublines that enable you to assign different prices depending on a product volume.
- [Parameter sublines](https://docs.zilliant.com/docs/configure-parameter-sublines.md): Configure a specific type of sublines that is based on product parameters.
- [Configure translatable header](https://docs.zilliant.com/docs/configure-translatable-header.md): Learn how to configure a custom column header label for the parameter sublines.
- [Configure search filters](https://docs.zilliant.com/docs/configure-search-filters.md): Configure and pre-populate search filters for the Add Lines, Line Items, and Workspace lists.
- [Configure default filters](https://docs.zilliant.com/docs/configure-default-filters.md): Add and configure default filters for the Add Lines and Line Items lists.
- [Configure filters for sublines](https://docs.zilliant.com/docs/configure-filters-for-sublines.md): Learn how to add and configure static filters for sublines.
- [Configure filters for pre-entry fields](https://docs.zilliant.com/docs/configure-filters-for-pre-entry-fields.md): Configure filters to filter values in pre-entry fields that a user can choose from.
- [Configure object-sensitive filters](https://docs.zilliant.com/docs/configure-object-sensitive-filters.md): Learn how to configure object-specific filters that enable filtering by fields that don't exist on an agreement or quote line.
- [How to check for duplicate lines](https://docs.zilliant.com/docs/how-to-check-for-duplicate-lines.md): Learn how to check for line duplicates before and after adding lines.
- [Create duplicate check configuration record](https://docs.zilliant.com/docs/create-a-duplicate-check-config-record.md): Create the duplicate check configuration that you can use for searching for the duplicates of product lines.
- [Enable duplicate search for Add Lines](https://docs.zilliant.com/docs/enable-duplicate-search-for-add-lines.md): Learn how to check for line duplicates when adding lines.
- [Enable duplicate search for existing lines](https://docs.zilliant.com/docs/enable-duplicate-search-for-existing-lines.md): Learn how to check for line duplicates in the list of lines that have been already added.
- [Configure Copy action](https://docs.zilliant.com/docs/configure-copy-action-button.md): Configure a Copy Lightning action to be able to copy existing agreements/quotes.
- [JSON examples for the Contract copy directive](https://docs.zilliant.com/docs/json-examples-for-the-copy-directives.md): Details about the JSON examples for the copy directives with a single and multiple IQA configurations.
- [Configure custom copy directives](https://docs.zilliant.com/docs/configure-custom-copy-directive.md): Configure a custom Copy directive to reflect a specific use case.
- [Configure templates](https://docs.zilliant.com/docs/configure-templates.md): Learn how to configure agreement templates that you can use to build new agreements.
- [Add automatic post-processing](https://docs.zilliant.com/docs/add-automatic-post-processing-actions.md): Configure automatic post-processing with additional calculations for agreement lines in templates.
- [Filter lines in Copy and Template lists](https://docs.zilliant.com/docs/filter-lines-in-copy-template.md): Configure filters to control what lines should be copied/deleted in Copy and Template lists.
- [About scenarios](https://docs.zilliant.com/docs/about-scenarios.md): Learn about the scenarios feature in Deal Manager and the ability to compare the primary deal to its (many) scenarios.
- [Create a Scenario configuration](https://docs.zilliant.com/docs/create-scenario-configuration.md): Learn how to create and configure Scenario Configuration.
- [Add a New Scenario action button](https://docs.zilliant.com/docs/add-new-scenario-action-button.md): Learn how to add a new scenario action button to your deal.
- [Add a Compare action button](https://docs.zilliant.com/docs/add-compare-action.md): Learn how to add a Compare action button to your deal.
- [Add the Scenario List component](https://docs.zilliant.com/docs/add-the-scenario-component.md): Learn how to drop the Scenario List component onto your Lightning Record page.
- [Configure header object fields](https://docs.zilliant.com/docs/configure-header-object-fields.md): Learn how to label header object fields to differentiate between a primary deal and its scenario.
- [How CSV import works](https://docs.zilliant.com/docs/how-csv-import-works.md): Learn about the Zilliant-developed CSV Import component that enables you to import a CSV file into SQL Server.
- [Configure CSV Import component](https://docs.zilliant.com/docs/configure-csv-import-component.md): Learn how to configure a CSV Import component and drop it on the Contract, Price Lookup, or Deal record pages.
- [Configure post-processing of lines](https://docs.zilliant.com/docs/configure-post-processing-of-lines.md): Configure a specific Apex class to be able to add data to the imported lines in the same way you would add data when using the Add Lines component.
- [CsvImportPostProcessorData](https://docs.zilliant.com/docs/csvimportpostprocessordata.md): Learn how to register a custom Apex class to execute any post-processing logic for the uploaded lines if you are using the CSV import component for any other purpose than importing lines into Deal Manager.
- [Import lines from a CSV file](https://docs.zilliant.com/docs/import-lines-from-a-csv-file.md): Follow this procedure to import lines from a CSV file into your agreement or deal.
- [How Apex hooks work](https://docs.zilliant.com/docs/how-apex-hooks-work.md)
- [Pre-Entry Field Options Filterer](https://docs.zilliant.com/docs/pre-entry-field-options-filterer.md)
- [Pre-Entry Fields Configurer Class](https://docs.zilliant.com/docs/pre-entry-fields-configurer.md)
- [Line Items Creation Configurer Class](https://docs.zilliant.com/docs/scopedlineitemscreationconfigurer.md)
- [Line Items Evaluation Post Processor](https://docs.zilliant.com/docs/lineitemsevaluationpostprocessor.md)
- [Line Items Operations Configurer Class](https://docs.zilliant.com/docs/line-items-operations-configurer.md)
- [Line Items Filterer Class](https://docs.zilliant.com/docs/scoped-line-items-filterer.md)
- [Filter Field Post Processor](https://docs.zilliant.com/docs/simplefilterfieldpostprocessor.md)
- [Subline Change Line Subline Updater Class](https://docs.zilliant.com/docs/sublinechangelinesublineupdater.md)
- [Tiered Subline Change Line Subline Updater Class](https://docs.zilliant.com/docs/tieredsublinechangelinesublineupdater.md)
- [Line Change Subline Updater Class](https://docs.zilliant.com/docs/line-change-subline-updater.md)
- [Template Provider Class](https://docs.zilliant.com/docs/templateprovider.md)
- [Mass Edit Parameter Options Filterer](https://docs.zilliant.com/docs/mass-edit.md)
- [Subline Validator Class](https://docs.zilliant.com/docs/sublinevalidator.md)
- [CDT Scoped Records Filterer Class](https://docs.zilliant.com/docs/cdtscopedrecordsfilterer.md)
- [Post-Processable Filter Picklist Configurer](https://docs.zilliant.com/docs/post-processable.md)
- [About IQ Anywhere](https://docs.zilliant.com/docs/about-iq-anywhere.md): Read some general information about the IQ Anywhere Configuration and the special circumstances for events that use it.
- [Define an IQA Configuration](https://docs.zilliant.com/docs/define-an-iqa-configuration.md): Follow these instructions to define one or more IQA Configurations that are used to configure an API call between Deal Manager and the Zilliant database.
- [IQA for Deal Manager features](https://docs.zilliant.com/docs/iqa-for-deal-manager-features.md): Read about the ways to use the IQA Configuration for specific Deal Manager features.
- [Troubleshoot IQA Configuration](https://docs.zilliant.com/docs/troubleshoot-iqa-configuration.md): Learn how to use specific options to troubleshoot the IQ Anywhere configuration.
- [Multiple currencies in Salesforce](https://docs.zilliant.com/docs/multiple-currencies-salesforce.md): Read the summary of multiple currencies feature in Salesforce that Deal Manager uses.
- [Multicurrency in Deal Manager](https://docs.zilliant.com/docs/multi-currency-in-deal-manager.md): Read about a specific way that Deal Manager implements the multicurrency capabilities.
- [Common questions](https://docs.zilliant.com/docs/common-questions-1.md): Read answers to common questions about the Quick Start for Agreement Management.
- [Create agreements](https://docs.zilliant.com/docs/create-agreements.md): Follow these steps to create agreements in the Agreements or Accounts list views.
- [Add lines to agreements](https://docs.zilliant.com/docs/add-lines-to-agreements.md): Follow these steps to add lines to your agreements by using the Add Lines component.
- [Select policy types for lines](https://docs.zilliant.com/docs/select-policy-types-for-lines.md): Read how to select Policy Types for lines in the Quick Start for Agreement Management.
- [Import lines from a CSV file](https://docs.zilliant.com/docs/import-lines-from-file.md): Follow these steps to import lines into an agreement from a file in comma-separated value (CSV) format.
- [View and edit lines in agreements](https://docs.zilliant.com/docs/edit-lines-in-agreements.md): Read how to view and edit lines in the Quick Start for Agreement Management.
- [Renew agreements](https://docs.zilliant.com/docs/renew-agreements.md): Follow these steps to use the Deal Manager's agreement renewal capability and to identify the agreements that you should renew.
- [Submit agreements for approval](https://docs.zilliant.com/docs/submit-agreements-for-approval.md): Learn how to submit your agreements for approval.
- [Create and compare scenarios](https://docs.zilliant.com/docs/creating-scenarios-and-comparing-them.md): Follow these steps to create one or more scenarios to evaluate how potential changes might impact a deal while also keeping the original deal for comparison.
- [About Zilliant MCP Server](https://docs.zilliant.com/docs/about-zilliant-mcp-server.md): Zilliant MCP Server connects MCP-capable AI clients like ChatGPT or Claude to your existing Zilliant pricing data and intelligence. Ask questions in natural language and get structured, explainable answers—backed by Zilliant data and logic directly in the AI tools you already use.
- [Get started with Zilliant MCP Server](https://docs.zilliant.com/docs/get-started-with-zilliant-mcp-server.md): Use this topic to set up Zilliant MCP Server and confirm that it works with your MCP client. These instructions walk you through the setup process at a high level, from getting your connection details to authenticating and validating the connection with a test prompt.
- [Connect from ChatGPT](https://docs.zilliant.com/docs/connect-from-chatgpt.md): Connect ChatGPT to Zilliant MCP Server to ask Zilliant pricing questions directly from ChatGPT.
- [Connect from another MCP client](https://docs.zilliant.com/docs/connect-from-another-mcp-client.md): Ask Zilliant pricing questions directly by connecting your MCP client to Zilliant MCP Server.
- [Confirm the connection with Zilliant MCP Server](https://docs.zilliant.com/docs/confirm-the-connection-with-zilliant-mcp-server.md): After you connect your MCP client to Zilliant MCP Server, verify that the connection works as expected before you start using it for day-to-day pricing questions.
- [Prompting best practices](https://docs.zilliant.com/docs/prompting-best-practices.md): Use these tips to write effective prompts for Zilliant MCP workflows and get clear, data-backed answers grounded in your pricing logic.
- [Troubleshooting](https://docs.zilliant.com/docs/troubleshooting-1.md): Use this topic if you can’t connect to Zilliant MCP Server, authentication fails, or your MCP client doesn’t return structured results.
- [Frequently asked questions](https://docs.zilliant.com/docs/faq.md): Find quick answers to common questions about Zilliant MCP Server, including how data flows, what gets stored, compliance considerations, shared responsibilities, and more.
- [Get started with Zilliant CLI](https://docs.zilliant.com/docs/get-started-with-zilliant-cli.md): Learn about Zilliant CLI—Zilliant's powerful command-line interface tool designed to simplify and enhance your work with Zilliant orgs by streamlining the development and deployment experience.
- [Zilliant CLI for macOS](https://docs.zilliant.com/docs/zilliant-cli-for-macos.md): Download the Zilliant CLI installation file for macOS, install, and update the CLI.
- [Zilliant CLI for Windows](https://docs.zilliant.com/docs/install-and-update-zilliant-cli.md): Download the Zilliant CLI installation file for Windows, install, and update the CLI.
- [Sign in to ZOrgs](https://docs.zilliant.com/docs/sign-in-to-zorgs.md): Sign in to your Zilliant organization through Zilliant CLI.
- [Move configurations between ZOrgs](https://docs.zilliant.com/docs/move-configurations-between-zorgs.md): Use Zilliant CLI to move configuration artifacts from one Zilliant org to another and ensure consistency between your environments.
- [Delete artifacts in ZOrgs](https://docs.zilliant.com/docs/delete-artifacts-in-zorgs.md): Use Zilliant CLI to efficiently delete unwanted artifacts in your Zilliant orgs and ensure optimized performance of your environment.
- [Add artifacts to a ZOrg](https://docs.zilliant.com/docs/add-artifacts-to-a-zorg.md): Use Zilliant CLI to add artifacts from one Zilliant org to existing artifacts in another Zilliant org.
- [Create the artifact retrieval manifest](https://docs.zilliant.com/docs/create-the-artifact-retrieval-manifest.md): Learn how to manually create the artifact retrieval manifest that lists all the artifacts you want to retrieve from a ZOrg through Zilliant CLI.
- [Create the artifact deployment script](https://docs.zilliant.com/docs/create-the-artifact-deployment-script.md): Manually create the artifact deployment script that lists all the artifacts you want to deploy into a ZOrg through Zilliant CLI.
- [project commands](https://docs.zilliant.com/docs/project-commands.md): Use project commands in Zilliant CLI to create projects, retrieve and deploy metadata artifacts, create artifact retrieval manifests and artifact deployment scripts.
- [zorg commands](https://docs.zilliant.com/docs/zorg-commands.md): Use zorg commands in Zilliant CLI to work with your Zilliant organizations.
- [Troubleshoot Zilliant CLI](https://docs.zilliant.com/docs/troubleshoot-zilliant-cli.md)
- [Uninstall Zilliant CLI](https://docs.zilliant.com/docs/uninstall-zilliant-cli.md): Uninstall Zilliant CLI on your computer.
- [About this site](https://docs.zilliant.com/docs/zilliant-documentation.md): Welcome to Zilliant Documentation! Here's how you can find how-to and reference documentation on this site to help you configure and use Zilliant products.
- [Feedback](https://docs.zilliant.com/docs/feedback.md): We'd really like to hear from you! Learn how you can send us your feedback.
- [Glossary](https://docs.zilliant.com/docs/glossary.md): Find frequently used terms, abbreviations, and their meanings used in Zilliant applications.
- [Support](https://docs.zilliant.com/docs/support-1.md)

## v1-api (API Reference)

- [About Data Access API](https://docs.zilliant.com/apidocs/about-data-access-api.md)
- [Get an access token](https://docs.zilliant.com/apidocs/get-an-access-token.md)
- [List published frameworks](https://docs.zilliant.com/apidocs/list-published-frameworks.md)
- [List published versions for a framework](https://docs.zilliant.com/apidocs/list-published-versions-for-a-framework.md)
- [List elements for a framework version](https://docs.zilliant.com/apidocs/list-elements-for-a-framework-version.md)
- [List prices](https://docs.zilliant.com/apidocs/list-prices.md)
- [List prices with advanced filters](https://docs.zilliant.com/apidocs/list-prices-with-advanced-filters.md)
- [List adjustments](https://docs.zilliant.com/apidocs/list-adjustments.md)
- [List adjustments with advanced filters](https://docs.zilliant.com/apidocs/list-adjustments-with-advanced-filters.md)
- [List calculated prices](https://docs.zilliant.com/apidocs/list-calculated-prices.md)
- [List calculated prices with advanced filters](https://docs.zilliant.com/apidocs/list-calculated-prices-with-advanced-filters.md)
- [List cost records](https://docs.zilliant.com/apidocs/list-cost-records.md)
- [List cost records with advanced filters](https://docs.zilliant.com/apidocs/list-cost-records-with-advanced-filters.md)
- [List price overrides](https://docs.zilliant.com/apidocs/list-price-overrides.md)
- [List price overrides with advanced filters](https://docs.zilliant.com/apidocs/list-price-overrides-with-advanced-filters.md)
- [Introduction](https://docs.zilliant.com/apidocs/introduction-2.md)
- [Request an access token](https://docs.zilliant.com/apidocs/request-an-access-token.md)
- [About EXS](https://docs.zilliant.com/apidocs/about-exs.md)
- [Start an entity export](https://docs.zilliant.com/apidocs/send-entity-metadata-and-invoke-export.md)
- [Get export status](https://docs.zilliant.com/apidocs/get-the-export-status.md)
- [Download exported CSV file](https://docs.zilliant.com/apidocs/download-the-file.md)
- [Get export report](https://docs.zilliant.com/apidocs/get-the-report.md)
- [Get entity metadata](https://docs.zilliant.com/apidocs/profile-the-entity.md)
- [About EIS](https://docs.zilliant.com/apidocs/about-eis.md)
- [Send file metadata](https://docs.zilliant.com/apidocs/send-file-metadata.md)
- [Update file metadata and mapping](https://docs.zilliant.com/apidocs/update-file-metadata-and-mapping.md)
- [Upload a file into storage](https://docs.zilliant.com/apidocs/upload-a-file-into-storage.md)
- [Profile the input file](https://docs.zilliant.com/apidocs/profile-the-input-file.md)
- [Invoke the file import workflow](https://docs.zilliant.com/apidocs/invoke-the-file-import-workflow.md)
- [Get the import status](https://docs.zilliant.com/apidocs/get-the-import-status.md)
- [Get the report](https://docs.zilliant.com/apidocs/get-the-report-4.md)
- [Get the error file](https://docs.zilliant.com/apidocs/get-the-error-file.md)
- [Download the input file](https://docs.zilliant.com/apidocs/download-the-input-file.md)
- [About E2ES](https://docs.zilliant.com/apidocs/about-e2es.md)
- [List entity mappings](https://docs.zilliant.com/apidocs/list-entity-mappings.md)
- [Create entity mapping](https://docs.zilliant.com/apidocs/create-an-entity-mapping.md)
- [Get mapping by ID](https://docs.zilliant.com/apidocs/get-a-mapping-by-id.md)
- [Update mapping by ID](https://docs.zilliant.com/apidocs/update-a-mapping-by-id.md)
- [Delete mapping by ID](https://docs.zilliant.com/apidocs/delete-a-mapping-by-id.md)
- [Get mapping by name](https://docs.zilliant.com/apidocs/get-a-mapping-by-name.md)
- [Update mapping by name](https://docs.zilliant.com/apidocs/update-a-mapping-by-name.md)
- [Delete mapping by name](https://docs.zilliant.com/apidocs/delete-a-mapping-by-name.md)
- [About Formula Evaluation Service](https://docs.zilliant.com/apidocs/about-formula-evaluation-service.md)
- [Evaluate a formula](https://docs.zilliant.com/apidocs/evaluate-a-formula.md)
- [Evaluate formulas in batch](https://docs.zilliant.com/apidocs/evaluate-formulas-in-batch.md)
- [About Job Workflow Service](https://docs.zilliant.com/apidocs/about-job.md)
- [Run a job workflow](https://docs.zilliant.com/apidocs/run-a-job-workflow.md)
- [Get job workflow status](https://docs.zilliant.com/apidocs/get-job-workflow-status.md)
- [About LEDS](https://docs.zilliant.com/apidocs/about-leds.md)
- [List records in a logical entity](https://docs.zilliant.com/apidocs/get-all-records-from-a-logical-entity.md)
- [Insert or delete entity records](https://docs.zilliant.com/apidocs/insert-or-delete-records-in-an-entity.md)
- [Update entity records](https://docs.zilliant.com/apidocs/update-entity-records.md)
- [About E2E LEDS](https://docs.zilliant.com/apidocs/about-e2e-leds.md)
- [Move or update data between entities](https://docs.zilliant.com/apidocs/move-or-update-data-between-entities.md)
- [About Report Service](https://docs.zilliant.com/apidocs/about-report-service.md)
- [Get embeddable report view URL](https://docs.zilliant.com/apidocs/get-embeddable-report-view-url.md)
- [About SRS](https://docs.zilliant.com/apidocs/about-srs.md)
- [List mappings](https://docs.zilliant.com/apidocs/get-all-mappings.md)
- [Get a mapping](https://docs.zilliant.com/apidocs/get-a-mapping.md)
- [Create or update a mapping](https://docs.zilliant.com/apidocs/create-or-update-a-mapping.md)
- [Delete a mapping](https://docs.zilliant.com/apidocs/delete-a-mapping.md)
- [List CRM data sources](https://docs.zilliant.com/apidocs/get-crm-data-sources.md)
- [Get a CRM data source](https://docs.zilliant.com/apidocs/get-a-crm-data-source.md)
- [Create or update a CRM data source](https://docs.zilliant.com/apidocs/create-or-update-a-crm-data-source.md)
- [Delete a CRM data source](https://docs.zilliant.com/apidocs/delete-a-crm-data-source.md)
- [List REST data sources](https://docs.zilliant.com/apidocs/list-rest-data-sources.md)
- [Get a REST data source](https://docs.zilliant.com/apidocs/get-a-rest-data-source.md)
- [Create or update a REST data source](https://docs.zilliant.com/apidocs/create-or-update-a-rest-data-source.md)
- [Delete a REST data source](https://docs.zilliant.com/apidocs/delete-a-rest-data-source.md)
- [Obtain or refresh an OAuth access token](https://docs.zilliant.com/apidocs/obtain-or-refresh-an-oauth-access-token-1.md)
- [Get accounts](https://docs.zilliant.com/apidocs/get-accounts.md)
- [Create an account](https://docs.zilliant.com/apidocs/create-an-account.md)
- [Update an account](https://docs.zilliant.com/apidocs/update-an-account.md)
- [Search accounts](https://docs.zilliant.com/apidocs/search-accounts.md)
- [Count accounts by filter conditions](https://docs.zilliant.com/apidocs/count-accounts-by-filter-conditions.md)
- [Get account details by account ID](https://docs.zilliant.com/apidocs/get-account-details-by-account-id.md)
- [Update an account by account ID](https://docs.zilliant.com/apidocs/update-an-account-by-account-id.md)
- [Delete an account by account ID](https://docs.zilliant.com/apidocs/delete-an-account-by-account-id.md)
- [Get an account by account ID and filter conditions](https://docs.zilliant.com/apidocs/get-an-account-by-account-id-and-filter-conditions.md)
- [Create a partner function for an account](https://docs.zilliant.com/apidocs/create-a-partner-function-for-an-account.md)
- [Update an account partner function](https://docs.zilliant.com/apidocs/update-an-account-partner-function.md)
- [Delete account partner functions by account ID and partner function ID](https://docs.zilliant.com/apidocs/delete-account-partner-functions-by-account-id-and-partner-function-id.md)
- [Get an account by account ID and partner function ID](https://docs.zilliant.com/apidocs/get-an-account-by-account-id-and-partner-function-id.md)
- [Update a partner function](https://docs.zilliant.com/apidocs/update-a-partner-function.md)
- [Create an address for an account](https://docs.zilliant.com/apidocs/create-an-address-for-an-account.md)
- [Update address details for an account](https://docs.zilliant.com/apidocs/update-address-details-for-an-account.md)
- [Get an account address by account ID](https://docs.zilliant.com/apidocs/get-an-account-address-by-account-id.md)
- [Synchronize accounts from ERP](https://docs.zilliant.com/apidocs/synchronize-accounts-from-erp.md)
- [Synchronize selected accounts from ERP](https://docs.zilliant.com/apidocs/synchronize-selected-accounts-from-erp.md)
- [Synchronize all external accounts](https://docs.zilliant.com/apidocs/synchronize-all-external-accounts.md)
- [Get address details by account ID and address ID](https://docs.zilliant.com/apidocs/get-address-details-by-account-id-and-address-id.md)
- [Delete address details by account ID and address ID](https://docs.zilliant.com/apidocs/delete-address-details-by-account-id-and-address-id.md)
- [Update address details by account ID and address ID](https://docs.zilliant.com/apidocs/update-address-details-by-account-id-and-address-id.md)
- [Update the sales info of an account](https://docs.zilliant.com/apidocs/update-the-sales-info-of-an-account.md)
- [Delete sales info by account ID and sales info ID](https://docs.zilliant.com/apidocs/delete-sales-info-by-account-id-and-sales-info-id.md)
- [Get sales info details by account ID and sales info ID](https://docs.zilliant.com/apidocs/get-sales-info-details-by-account-id-and-sales-info-id.md)
- [Create sales info for an account](https://docs.zilliant.com/apidocs/create-sales-info-for-an-account.md)
- [Get sales info details for an account](https://docs.zilliant.com/apidocs/get-sales-info-details-for-an-account.md)
- [Update sales info by account ID](https://docs.zilliant.com/apidocs/update-sales-info-by-account-id.md)
- [Get contact details by account ID](https://docs.zilliant.com/apidocs/get-contact-details-by-account-id.md)
- [Get opportunity details by account ID](https://docs.zilliant.com/apidocs/get-opportunity-details-by-account-id.md)
- [Get quote details by account ID](https://docs.zilliant.com/apidocs/get-quote-details-by-account-id.md)
- [Get note details for an account](https://docs.zilliant.com/apidocs/get-note-details-for-an-account.md)
- [Create a note](https://docs.zilliant.com/apidocs/create-a-note.md)
- [Update a note](https://docs.zilliant.com/apidocs/update-a-note.md)
- [Get note details for an account](https://docs.zilliant.com/apidocs/get-note-details-for-an-account-1.md)
- [Update a note](https://docs.zilliant.com/apidocs/update-a-note-1.md)
- [Delete a note by ID](https://docs.zilliant.com/apidocs/delete-a-note-by-id.md)
- [Get account attachments](https://docs.zilliant.com/apidocs/get-account-attachments.md)
- [Create account attachments](https://docs.zilliant.com/apidocs/create-account-attachments.md)
- [Delete account attachments](https://docs.zilliant.com/apidocs/delete-account-attachments.md)
- [Update account attachments](https://docs.zilliant.com/apidocs/update-account-attachments.md)
- [Delete account attachments by attachment ID](https://docs.zilliant.com/apidocs/delete-account-attachments-by-attachment-id.md)
- [Get account attachments](https://docs.zilliant.com/apidocs/get-account-attachments-1.md)
- [Get the list of activity appointments](https://docs.zilliant.com/apidocs/get-the-list-of-activity-appointments.md)
- [Get the list of activity emails](https://docs.zilliant.com/apidocs/get-the-list-of-activity-emails.md)
- [Get the list of activity phone calls](https://docs.zilliant.com/apidocs/get-the-list-of-activity-phone-calls.md)
- [Get the list of activity tasks](https://docs.zilliant.com/apidocs/get-the-list-of-activity-tasks.md)
- [Get the list of activities](https://docs.zilliant.com/apidocs/get-the-list-of-activities.md)
- [Create a new activity of a particular type](https://docs.zilliant.com/apidocs/create-a-new-activity-of-a-particular-type.md)
- [Replace email with contact](https://docs.zilliant.com/apidocs/replace-email-with-contact.md)
- [Search activities](https://docs.zilliant.com/apidocs/search-activities.md)
- [Count activities](https://docs.zilliant.com/apidocs/count-activities.md)
- [Get activity details](https://docs.zilliant.com/apidocs/get-activity-details.md)
- [Count activities](https://docs.zilliant.com/apidocs/count-activities-1.md)
- [Get activity details](https://docs.zilliant.com/apidocs/get-activity-details-1.md)
- [Delete an activity](https://docs.zilliant.com/apidocs/delete-an-activity.md)
- [Update an activity](https://docs.zilliant.com/apidocs/update-an-activity.md)
- [Get all partner functions of the activity](https://docs.zilliant.com/apidocs/get-all-partner-functions-of-the-activity.md)
- [Create a partner function for an activity](https://docs.zilliant.com/apidocs/create-a-partner-function-for-an-activity.md)
- [Get a partner function of the activity](https://docs.zilliant.com/apidocs/get-a-partner-function-of-the-activity.md)
- [Delete a partner function of the activity](https://docs.zilliant.com/apidocs/delete-a-partner-function-of-the-activity.md)
- [Update a partner function for an activity](https://docs.zilliant.com/apidocs/update-a-partner-function-for-an-activity.md)
- [Get note details](https://docs.zilliant.com/apidocs/get-note-details.md)
- [Create note API](https://docs.zilliant.com/apidocs/create-note-api.md)
- [Create note API](https://docs.zilliant.com/apidocs/create-note-api-1.md)
- [Get note details](https://docs.zilliant.com/apidocs/get-note-details-1.md)
- [Create note API](https://docs.zilliant.com/apidocs/create-note-api-4.md)
- [Create note API](https://docs.zilliant.com/apidocs/create-note-api-5.md)
- [Get note details](https://docs.zilliant.com/apidocs/get-note-details-2.md)
- [Delete a note by ID](https://docs.zilliant.com/apidocs/delete-a-note-by-id-1.md)
- [Delete a note by ID](https://docs.zilliant.com/apidocs/delete-a-note-by-id-2.md)
- [Publish agreement quote](https://docs.zilliant.com/apidocs/publish-an-agreement-quote-1.md)
- [Revise agreement header](https://docs.zilliant.com/apidocs/revise-an-agreement-header.md)
- [Get agreement header tree by ID](https://docs.zilliant.com/apidocs/get-an-agreement-header-tree-by-agreement-header-id.md)
- [Get agreement header tree by revision](https://docs.zilliant.com/apidocs/get-an-agreement-header-tree-by-agreement-agreement-header-revision.md)
- [Get active agreement headers](https://docs.zilliant.com/apidocs/get-active-agreement-headers-with-date-range.md)
- [Deactivate agreement header](https://docs.zilliant.com/apidocs/deactivate-active-agreement-header.md)
- [Search agreement quotes](https://docs.zilliant.com/apidocs/search-agreement-quotes.md)
- [Get partner function records](https://docs.zilliant.com/apidocs/get-partner-function-records.md)
- [Create partner functions at agreement quote and sales item level](https://docs.zilliant.com/apidocs/create-partner-functions-at-agreement-quote-salesitem-level.md)
- [Get number of published agreements](https://docs.zilliant.com/apidocs/get-the-number-of-publish-agreements.md)
- [Get agreement by ID](https://docs.zilliant.com/apidocs/get-an-agreement-by-id.md)
- [Get agreements](https://docs.zilliant.com/apidocs/get-agreements.md)
- [Search agreements](https://docs.zilliant.com/apidocs/search-agreements.md)
- [Get number of published agreement headers](https://docs.zilliant.com/apidocs/get-the-number-of-publish-agreement-headers.md)
- [Get agreement header by ID](https://docs.zilliant.com/apidocs/get-an-agreement-header-by-id.md)
- [Get agreement headers](https://docs.zilliant.com/apidocs/get-agreements-1.md)
- [Search agreement headers](https://docs.zilliant.com/apidocs/search-agreements-1.md)
- [Get agreement line by ID](https://docs.zilliant.com/apidocs/get-agreement-line-by-id.md)
- [Get agreement lines](https://docs.zilliant.com/apidocs/get-agreement-lines.md)
- [Search agreement lines](https://docs.zilliant.com/apidocs/search-agreements-lines.md)
- [Get prices by account](https://docs.zilliant.com/apidocs/get-prices-by-account.md)
- [Get the count of prices by account](https://docs.zilliant.com/apidocs/get-the-count-of-prices-by-account.md)
- [Get prices by products or categories](https://docs.zilliant.com/apidocs/get-prices-by-products-or-categories.md)
- [Get the count of prices by products or categories](https://docs.zilliant.com/apidocs/get-the-count-of-prices-by-products-or-categories.md)
- [Get the agreement prices history](https://docs.zilliant.com/apidocs/get-the-agreement-prices-history.md)
- [Get contacts](https://docs.zilliant.com/apidocs/get-contacts.md)
- [Add a new contact](https://docs.zilliant.com/apidocs/add-a-new-contact.md)
- [Update an existing contact](https://docs.zilliant.com/apidocs/update-an-existing-contact.md)
- [Search contacts](https://docs.zilliant.com/apidocs/search-contacts.md)
- [Upload a person image by ID](https://docs.zilliant.com/apidocs/upload-a-person-image-by-id-1.md)
- [Delete a person image by ID](https://docs.zilliant.com/apidocs/delete-a-person-image-by-id-1.md)
- [Count contacts based on a filter](https://docs.zilliant.com/apidocs/count-contacts-based-on-a-filter.md)
- [Get contact details by ID](https://docs.zilliant.com/apidocs/get-contact-details-by-id.md)
- [Update contact by ID](https://docs.zilliant.com/apidocs/update-contact-by-id.md)
- [Delete contacts by ID](https://docs.zilliant.com/apidocs/delete-contacts-by-id.md)
- [Delete sales info by ID](https://docs.zilliant.com/apidocs/delete-sales-info-by-id.md)
- [Get sales info by ID](https://docs.zilliant.com/apidocs/get-sales-info-by-id.md)
- [Update sales info by ID](https://docs.zilliant.com/apidocs/update-sales-info-by-id.md)
- [Get address details by contact ID](https://docs.zilliant.com/apidocs/get-address-details-by-contact-id.md)
- [Add a new address to a contact](https://docs.zilliant.com/apidocs/add-a-new-address-to-a-contact.md)
- [Update a contact](https://docs.zilliant.com/apidocs/update-a-contact.md)
- [Delete an address by ID](https://docs.zilliant.com/apidocs/delete-an-address-by-id.md)
- [Get address details by contact ID and address ID](https://docs.zilliant.com/apidocs/get-address-details-by-contact-id-and-address-id.md)
- [Update a contact's address](https://docs.zilliant.com/apidocs/update-a-contacts-address.md)
- [Delete contacts by ID](https://docs.zilliant.com/apidocs/delete-contacts-by-id-1.md)
- [Add sales info to a contact](https://docs.zilliant.com/apidocs/add-sales-info-to-a-contact.md)
- [Update a contact's sales info](https://docs.zilliant.com/apidocs/update-a-contacts-sales-info.md)
- [Get a contact's sales info](https://docs.zilliant.com/apidocs/get-a-contacts-sales-info.md)
- [Delete sales info by ID](https://docs.zilliant.com/apidocs/delete-sales-info-by-id-1.md)
- [Get employee API](https://docs.zilliant.com/apidocs/get-employee-api.md)
- [Add a new employee](https://docs.zilliant.com/apidocs/add-a-new-employee.md)
- [Update multiple employees](https://docs.zilliant.com/apidocs/update-multiple-employees.md)
- [Upload a person image by ID](https://docs.zilliant.com/apidocs/upload-a-person-image-by-id.md)
- [Delete a person image by ID](https://docs.zilliant.com/apidocs/delete-a-person-image-by-id.md)
- [Add a new user attached to an employee](https://docs.zilliant.com/apidocs/add-a-new-user-attached-to-an-employee.md)
- [Search employee API](https://docs.zilliant.com/apidocs/search-employee-api.md)
- [Count employees based on the filter](https://docs.zilliant.com/apidocs/count-employees-based-on-the-filter.md)
- [Get employee details by ID](https://docs.zilliant.com/apidocs/get-employee-details-by-id.md)
- [Update an employee](https://docs.zilliant.com/apidocs/update-an-employee.md)
- [Delete employees by ID](https://docs.zilliant.com/apidocs/delete-employees-by-id.md)
- [Update equipment](https://docs.zilliant.com/apidocs/update-equipment.md)
- [Get equipment based on a filter](https://docs.zilliant.com/apidocs/get-equipment-based-on-a-filter.md)
- [Add equipment](https://docs.zilliant.com/apidocs/add-equipment.md)
- [Delete equipment](https://docs.zilliant.com/apidocs/delete-equipment.md)
- [Add equipment with media file](https://docs.zilliant.com/apidocs/add-equipment-with-media-file.md)
- [Add address for equipment](https://docs.zilliant.com/apidocs/add-address-for-equipment.md)
- [Delete equipment address](https://docs.zilliant.com/apidocs/delete-equipment-address.md)
- [Create BOM for equipment](https://docs.zilliant.com/apidocs/create-bom-for-equipment.md)
- [Get BOMs for equipment](https://docs.zilliant.com/apidocs/get-boms-for-equipment.md)
- [Delete BOMs for equipment](https://docs.zilliant.com/apidocs/delete-boms-for-equipment.md)
- [Update BOM details for equipment](https://docs.zilliant.com/apidocs/update-bom-details-for-equipment.md)
- [Create BOM entry for BOM](https://docs.zilliant.com/apidocs/create-bom-entry-for-bom.md)
- [Delete BOM entry from BOM](https://docs.zilliant.com/apidocs/delete-bom-entry-from-bom.md)
- [Update BOM entry details for equipment](https://docs.zilliant.com/apidocs/update-bom-entry-details-for-equipment.md)
- [Add partner function for equipment](https://docs.zilliant.com/apidocs/add-partner-function-for-equipment.md)
- [Delete partner function for equipment](https://docs.zilliant.com/apidocs/delete-partner-function-for-equipment.md)
- [Update partner function for equipment](https://docs.zilliant.com/apidocs/update-partner-function-for-equipment.md)
- [Add sales info for equipment](https://docs.zilliant.com/apidocs/add-sales-info-for-equipment.md)
- [Delete sales info for equipment](https://docs.zilliant.com/apidocs/delete-sales-info-for-equipment.md)
- [Update sales info for equipment](https://docs.zilliant.com/apidocs/update-sales-info-for-equipment.md)
- [Search equipment](https://docs.zilliant.com/apidocs/search-equipment.md)
- [Count equipment based on a filter](https://docs.zilliant.com/apidocs/count-equipment-based-on-a-filter.md)
- [Get equipment details](https://docs.zilliant.com/apidocs/get-equipment-details.md)
- [Update equipment](https://docs.zilliant.com/apidocs/update-equipment-1.md)
- [Update equipment address](https://docs.zilliant.com/apidocs/update-equipment-address.md)
- [Delete equipment address](https://docs.zilliant.com/apidocs/delete-equipment-address-1.md)
- [Update BOM details for equipment](https://docs.zilliant.com/apidocs/update-bom-details-for-equipment-1.md)
- [Delete BOM for equipment](https://docs.zilliant.com/apidocs/delete-bom-for-equipment.md)
- [Get BOM details for equipment](https://docs.zilliant.com/apidocs/get-bom-details-for-equipment.md)
- [Delete BOM entry from BOM](https://docs.zilliant.com/apidocs/delete-bom-entry-from-bom-1.md)
- [Update partner function for equipment](https://docs.zilliant.com/apidocs/update-partner-function-for-equipment-1.md)
- [Delete partner function for equipment](https://docs.zilliant.com/apidocs/delete-partner-function-for-equipment-1.md)
- [Update sales info for equipment](https://docs.zilliant.com/apidocs/update-sales-info-for-equipment-1.md)
- [Delete sales info for equipment](https://docs.zilliant.com/apidocs/delete-sales-info-for-equipment-1.md)
- [Get equipment attachments](https://docs.zilliant.com/apidocs/get-equipment-attachments.md)
- [Create equipment attachment](https://docs.zilliant.com/apidocs/create-equipment-attachment.md)
- [Delete equipment attachments](https://docs.zilliant.com/apidocs/delete-equipment-attachments.md)
- [Get equipment attachment by ID](https://docs.zilliant.com/apidocs/get-equipment-attachment-by-id.md)
- [Update equipment attachment](https://docs.zilliant.com/apidocs/update-equipment-attachment.md)
- [Delete equipment attachment by ID](https://docs.zilliant.com/apidocs/delete-equipment-attachment-by-id.md)
- [Download equipment to Excel file](https://docs.zilliant.com/apidocs/download-equipment-to-excel-file.md)
- [Filter equipment](https://docs.zilliant.com/apidocs/filter-equipment.md)
- [Get all nested child equipment](https://docs.zilliant.com/apidocs/get-all-nested-child-equipment.md)
- [Get all nested parent equipment](https://docs.zilliant.com/apidocs/get-all-nested-parent-equipment.md)
- [Synchronize ERP equipment categories](https://docs.zilliant.com/apidocs/synchronize-erp-equipment-categories.md)
- [Synchronize ERP equipment](https://docs.zilliant.com/apidocs/synchronize-erp-equipment.md)
- [Synchronize selected ERP equipment](https://docs.zilliant.com/apidocs/synchronize-selected-erp-equipment.md)
- [Upload equipment from Excel file](https://docs.zilliant.com/apidocs/upload-equipment-from-excel-file.md)
- [Get lookup table by ID](https://docs.zilliant.com/apidocs/get-lookup-table-by-id.md)
- [Get lookup table count](https://docs.zilliant.com/apidocs/get-lookup-table-count.md)
- [List lookup tables](https://docs.zilliant.com/apidocs/list-lookup-tables.md)
- [Search lookup tables](https://docs.zilliant.com/apidocs/search-lookup-tables.md)
- [Get lookup table record count](https://docs.zilliant.com/apidocs/get-lookup-table-record-count.md)
- [Search lookup table records](https://docs.zilliant.com/apidocs/search-lookup-table-records.md)
- [Get the list of field values for a field type](https://docs.zilliant.com/apidocs/get-value-domain-for-field.md)
- [Create record in lookup table](https://docs.zilliant.com/apidocs/create-record-in-lookup-table.md)
- [Create record details for field](https://docs.zilliant.com/apidocs/create-record-details-for-field.md)
- [Get record details by record ID and field name](https://docs.zilliant.com/apidocs/get-record-details-by-record-id-and-field-name.md)
- [Delete record details by IDs](https://docs.zilliant.com/apidocs/delete-record-details-by-ids.md)
- [Delete records by IDs and table ID](https://docs.zilliant.com/apidocs/delete-records-by-ids-and-table-id.md)
- [Get record by ID](https://docs.zilliant.com/apidocs/get-record-by-id.md)
- [Update record by ID](https://docs.zilliant.com/apidocs/update-record-by-id.md)
- [Update record details by ID](https://docs.zilliant.com/apidocs/update-record-details-by-id.md)
- [Delete records by IDs](https://docs.zilliant.com/apidocs/delete-records-by-ids.md)
- [Create records in batch](https://docs.zilliant.com/apidocs/create-records-in-batch.md)
- [Update records in batch](https://docs.zilliant.com/apidocs/update-records-in-batch.md)
- [Create a new view](https://docs.zilliant.com/apidocs/creates-a-new-view.md)
- [Get the number of views](https://docs.zilliant.com/apidocs/get-the-number-of-views.md)
- [Get the list of views](https://docs.zilliant.com/apidocs/get-the-list-of-views.md)
- [Search views](https://docs.zilliant.com/apidocs/search-views.md)
- [Get a view by ID](https://docs.zilliant.com/apidocs/get-a-view-by-id.md)
- [Update a view](https://docs.zilliant.com/apidocs/update-a-view.md)
- [Delete a view by ID](https://docs.zilliant.com/apidocs/delete-a-view-by-id.md)
- [Update a view description after activation](https://docs.zilliant.com/apidocs/update-a-views-description-even-after-activated.md)
- [Get supported view types](https://docs.zilliant.com/apidocs/get-the-supported-views-type.md)
- [Activate a view by ID](https://docs.zilliant.com/apidocs/activate-a-view-by-id.md)
- [Deactivate a view by ID](https://docs.zilliant.com/apidocs/deactivate-a-view-by-id.md)
- [Search view records](https://docs.zilliant.com/apidocs/search-viewss-records.md)
- [Create a new field in a view](https://docs.zilliant.com/apidocs/creates-a-new-field-in-view.md)
- [Get the list of fields for a view](https://docs.zilliant.com/apidocs/get-the-list-of-fields-for-a-view.md)
- [Update a view field](https://docs.zilliant.com/apidocs/update-a-view-1.md)
- [Delete view fields by field IDs](https://docs.zilliant.com/apidocs/delete-a-view-fields-by-field-ids.md)
- [Download view data records](https://docs.zilliant.com/apidocs/download-view-data-records.md)
- [Download view schema](https://docs.zilliant.com/apidocs/download-view-schema.md)
- [Delete master data by id (bulk)](https://docs.zilliant.com/apidocs/delete-master-data-by-id-bulk.md)
- [Get all master data](https://docs.zilliant.com/apidocs/get-all-master-data.md)
- [Create master data](https://docs.zilliant.com/apidocs/create-master-data.md)
- [Update master data (batch)](https://docs.zilliant.com/apidocs/update-master-data-batch.md)
- [Get master data details](https://docs.zilliant.com/apidocs/get-master-data-details.md)
- [Update master data (by type and id)](https://docs.zilliant.com/apidocs/update-master-data-by-type-and-id.md)
- [Count master data records by type](https://docs.zilliant.com/apidocs/count-master-data-records-by-type.md)
- [Delete master data by id](https://docs.zilliant.com/apidocs/delete-master-data-by-id.md)
- [Search master data](https://docs.zilliant.com/apidocs/search-master-data.md)
- [Get master data label (locale)](https://docs.zilliant.com/apidocs/get-master-data-label-locale.md)
- [Update master data label (locale)](https://docs.zilliant.com/apidocs/update-master-data-label-locale.md)
- [Search opportunity API](https://docs.zilliant.com/apidocs/search-opportunity-api.md)
- [Return a list of opportunities based on the filter](https://docs.zilliant.com/apidocs/return-a-list-of-opportunities-based-on-the-filter.md)
- [Add a new opportunity](https://docs.zilliant.com/apidocs/add-a-new-opportunity.md)
- [Count opportunities based on the filter](https://docs.zilliant.com/apidocs/count-opportunities-based-on-the-filter.md)
- [Get the details of an opportunity](https://docs.zilliant.com/apidocs/get-the-details-of-an-opportunity.md)
- [Delete an opportunity by ID](https://docs.zilliant.com/apidocs/delete-an-opportunity-by-id.md)
- [Update an opportunity](https://docs.zilliant.com/apidocs/update-an-opportunity.md)
- [Cancel updates made to an opportunity](https://docs.zilliant.com/apidocs/cancel-updates-made-to-an-opportunity.md)
- [Save the updated opportunity](https://docs.zilliant.com/apidocs/save-the-updated-opportunity.md)
- [Return opportunities based on sales phase](https://docs.zilliant.com/apidocs/return-opportunities-based-on-sales-phase.md)
- [Retrieve all opportunities with the specified sales phase](https://docs.zilliant.com/apidocs/retrieve-all-opportunities-with-the-specified-sales-phase.md)
- [Retrieve all products linked to the opportunity](https://docs.zilliant.com/apidocs/retrieve-all-products-linked-to-the-opportunity.md)
- [Add a product to an opportunity](https://docs.zilliant.com/apidocs/add-a-product-to-an-opportunity.md)
- [Remove products linked to an opportunity](https://docs.zilliant.com/apidocs/remove-products-linked-to-an-opportunity.md)
- [Retrieve all quotes linked to the opportunity](https://docs.zilliant.com/apidocs/retrieve-all-quotes-linked-to-the-opportunity.md)
- [Retrieve all quotes linked to the opportunity for reporting](https://docs.zilliant.com/apidocs/retrieve-all-quotes-linked-to-the-opportunity-for-reporting.md)
- [Update an opportunity's status](https://docs.zilliant.com/apidocs/update-an-opportunitys-status.md)
- [Get opportunity attachments](https://docs.zilliant.com/apidocs/get-opportunity-attachments.md)
- [Create opportunity attachments](https://docs.zilliant.com/apidocs/create-opportunity-attachments.md)
- [Update quote attachments](https://docs.zilliant.com/apidocs/update-quote-attachments.md)
- [Delete opportunity attachments](https://docs.zilliant.com/apidocs/delete-opportunity-attachments.md)
- [Search products](https://docs.zilliant.com/apidocs/search-products.md)
- [Get products](https://docs.zilliant.com/apidocs/get-products.md)
- [Add a new product](https://docs.zilliant.com/apidocs/add-a-new-product.md)
- [Update a product](https://docs.zilliant.com/apidocs/update-a-product.md)
- [Delete products by ID](https://docs.zilliant.com/apidocs/delete-products-by-id.md)
- [Update a BOM](https://docs.zilliant.com/apidocs/update-a-bom.md)
- [Count products based on a filter](https://docs.zilliant.com/apidocs/count-products-based-on-a-filter.md)
- [Create product sales info](https://docs.zilliant.com/apidocs/create-product-sales-info.md)
- [Count products with sales info](https://docs.zilliant.com/apidocs/count-products-with-sales-info.md)
- [Update product sales info](https://docs.zilliant.com/apidocs/update-product-sales-info.md)
- [Create a BOM](https://docs.zilliant.com/apidocs/create-a-bom.md)
- [Get product BOMs](https://docs.zilliant.com/apidocs/get-product-boms.md)
- [Delete a product BOM by product ID and BOM ID](https://docs.zilliant.com/apidocs/delete-a-product-bom-by-product-id-and-bom-id.md)
- [Create a BOM entry](https://docs.zilliant.com/apidocs/create-a-bom-entry.md)
- [Delete a product BOM entry by product ID and BOM entry ID](https://docs.zilliant.com/apidocs/delete-a-product-bom-entry-by-product-id-and-bom-entry-id.md)
- [Create sales text](https://docs.zilliant.com/apidocs/create-sales-text.md)
- [Get product attachments](https://docs.zilliant.com/apidocs/get-product-attachments.md)
- [Create product attachments](https://docs.zilliant.com/apidocs/create-product-attachments.md)
- [Update product attachments](https://docs.zilliant.com/apidocs/update-product-attachments.md)
- [Delete product attachments](https://docs.zilliant.com/apidocs/delete-product-attachments.md)
- [Search quotes](https://docs.zilliant.com/apidocs/search-quote-api-1.md)
- [Get quotes](https://docs.zilliant.com/apidocs/returns-the-list-of-quotes-based-on-filter-1.md)
- [Get quote count](https://docs.zilliant.com/apidocs/count-the-list-of-quotes-based-on-filter-1.md)
- [Get quote by ID](https://docs.zilliant.com/apidocs/get-the-details-of-a-quote-1.md)
- [Get quote version](https://docs.zilliant.com/apidocs/quote-version-api-1.md)
- [Add product bundle](https://docs.zilliant.com/apidocs/add-product-bundle-api-1.md)
- [Get approval for quote](https://docs.zilliant.com/apidocs/get-approval-for-quote-1.md)
- [Change quote pricing scheme](https://docs.zilliant.com/apidocs/apply-configuration-to-product-in-a-qoute-api-3.md)
- [Run pre-submit checks for quote](https://docs.zilliant.com/apidocs/do-pre-check-submit-in-a-qoute-api-1.md)
- [Copy quote](https://docs.zilliant.com/apidocs/copy-quote-api-1.md)
- [Copy quote sales items](https://docs.zilliant.com/apidocs/copy-quote-salesitems-api-1.md)
- [Create quote](https://docs.zilliant.com/apidocs/create-quote-api-2.md)
- [Add version for quote](https://docs.zilliant.com/apidocs/add-version-for-quote-api-1.md)
- [Delete one or more quotes by ID](https://docs.zilliant.com/apidocs/delete-a-quote-or-quotes-by-id-1.md)
- [Update quote with ERP external pricing](https://docs.zilliant.com/apidocs/get-erp-external-pricing-update-to-the-system-api-1.md)
- [Update quote with SSC internal pricing](https://docs.zilliant.com/apidocs/get-ssc-internal-pricing-update-to-the-system-api-1.md)
- [Export quote to CRM](https://docs.zilliant.com/apidocs/export-quote-to-crm-api-1.md)
- [Get quote editable price items](https://docs.zilliant.com/apidocs/get-quote-editable-price-items-by-quote-id-1.md)
- [Get ERP orders for quote](https://docs.zilliant.com/apidocs/get-erp-orders-1.md)
- [Get quote group and subgroup details](https://docs.zilliant.com/apidocs/get-group-and-subgroup-of-quote-1.md)
- [Get quote proposal template options](https://docs.zilliant.com/apidocs/get-quote-proposal-template-1.md)
- [Get quote exchange rate](https://docs.zilliant.com/apidocs/get-quote-exchange-rate-1.md)
- [Get quote versions by quote ID](https://docs.zilliant.com/apidocs/get-quote-versions-information-by-quote-id-1.md)
- [Link or update SAP sales document](https://docs.zilliant.com/apidocs/update-sap-sales-order-or-quotations-1.md)
- [Get quotes and sales items for quote template](https://docs.zilliant.com/apidocs/get-quote-by-quote-id-1.md)
- [Restore quote version](https://docs.zilliant.com/apidocs/restore-quote-version-to-the-version-number-provided-api-1.md)
- [Create quote](https://docs.zilliant.com/apidocs/create-quote-api-3.md)
- [Synchronize quote to CFC system](https://docs.zilliant.com/apidocs/synchronize-quote-to-cfc-system-api-1.md)
- [Update quote](https://docs.zilliant.com/apidocs/update-quote-by-quote-id-1.md)
- [Update ERP prices](https://docs.zilliant.com/apidocs/update-erp-price-api-1.md)
- [Add proposal sent note](https://docs.zilliant.com/apidocs/add-proposal-sent-note-api-1.md)
- [Apply price simulation](https://docs.zilliant.com/apidocs/apply-price-simulation-api-1.md)
- [Cancel quote](https://docs.zilliant.com/apidocs/cancel-quote-api-1.md)
- [Check substitute products](https://docs.zilliant.com/apidocs/check-substitute-products-api-1.md)
- [Stop price simulation](https://docs.zilliant.com/apidocs/stop-price-simulation-api-1.md)
- [Get price simulation results](https://docs.zilliant.com/apidocs/get-price-simulation-results-api-1.md)
- [Get simulation for quote and sales items by quote ID](https://docs.zilliant.com/apidocs/get-simulation-for-quote-and-sales-item-by-quote-id-api-1.md)
- [Get route for quote](https://docs.zilliant.com/apidocs/get-route-for-quote-by-quote-id-api-1.md)
- [Recall route for quote](https://docs.zilliant.com/apidocs/recall-route-for-quote-by-quote-id-api-1.md)
- [Start price simulation](https://docs.zilliant.com/apidocs/start-price-simulation-api-1.md)
- [Update route for quotes](https://docs.zilliant.com/apidocs/update-route-for-quote-by-quote-id-api-1.md)
- [Get quote notes](https://docs.zilliant.com/apidocs/get-the-details-of-a-notes-1.md)
- [Create note](https://docs.zilliant.com/apidocs/create-note-api-2.md)
- [Update note](https://docs.zilliant.com/apidocs/create-note-api-3.md)
- [Delete note](https://docs.zilliant.com/apidocs/delete-a-notes-by-id-1.md)
- [Add sales item to quote](https://docs.zilliant.com/apidocs/add-sales-item-in-a-qoute-api-1.md)
- [Apply configuration to product in quote](https://docs.zilliant.com/apidocs/apply-configuration-to-product-in-a-qoute-api-2.md)
- [Create sales item from quote](https://docs.zilliant.com/apidocs/create-sales-item-from-quote-api-1.md)
- [Delete sales item by quote ID and sales item ID](https://docs.zilliant.com/apidocs/delete-salesitem-by-quotes-id-and-salesitem-id-1.md)
- [Get configuration item by quote and config item ID](https://docs.zilliant.com/apidocs/get-config-items-by-quote-id-and-config-item-id-1.md)
- [Get sales items with delta price by quote ID](https://docs.zilliant.com/apidocs/get-sales-item-with-delta-price-items-by-quote-id-1.md)
- [Get sales item editable price items](https://docs.zilliant.com/apidocs/get-sales-item-editable-price-items-by-quote-id-and-sales-item-id-1.md)
- [Get dynamic attribute value](https://docs.zilliant.com/apidocs/get-dynamic-attribute-value-by-quote-id-and-config-item-id-and-dynamic-attribute-id-1.md)
- [Reset dynamic attribute configuration](https://docs.zilliant.com/apidocs/reset-the-dynamic-attribute-to-its-last-save-configuration-api-1.md)
- [Reset configuration item](https://docs.zilliant.com/apidocs/reset-the-config-item-to-its-last-save-configuration-api-1.md)
- [Execute Groovy script on configuration exits](https://docs.zilliant.com/apidocs/execute-groovy-script-to-remove-touched-sales-item-when-config-exit-api-1.md)
- [Update configuration item details by quote ID and configuration item ID](https://docs.zilliant.com/apidocs/update-config-items-details-by-quote-id-and-config-item-id-1.md)
- [Update multiple configuration item details by quote ID and configuration item ID](https://docs.zilliant.com/apidocs/update-more-than-one-config-items-all-at-once-details-by-quote-id-and-config-item-id-1.md)
- [Update configuration item relations](https://docs.zilliant.com/apidocs/update-config-item-relation-api-1.md)
- [Update quote exchange rate](https://docs.zilliant.com/apidocs/update-quote-exchange-rate-1.md)
- [Update sales BOM](https://docs.zilliant.com/apidocs/update-sales-bom-build-of-material-by-quotes-id-api-1.md)
- [Update sales item](https://docs.zilliant.com/apidocs/update-sales-item-from-quote-api-1.md)
- [Refresh sales item positions](https://docs.zilliant.com/apidocs/refresh-and-update-sales-item-postion-by-quotes-id-api-1.md)
- [Upgrade configuration knowledge base version](https://docs.zilliant.com/apidocs/upgrade-config-item-kb-version-1.md)
- [Change sales item index](https://docs.zilliant.com/apidocs/change-sales-item-index-from-quote-api-1.md)
- [Change sales item parent](https://docs.zilliant.com/apidocs/change-sales-item-for-parent-from-quote-api-1.md)
- [Get quote sales item](https://docs.zilliant.com/apidocs/get-quotes-sales-item-by-quote-id-api-1.md)
- [Get sales item group by product ID](https://docs.zilliant.com/apidocs/get-sales-item-group-by-product-id-and-search-by-quote-id-1.md)
- [Get scheduled sales items for sales item](https://docs.zilliant.com/apidocs/retrieve-scheduled-sales-item-from-quote-by-quote-id-and-sales-item-id-1.md)
- [Get scheduled sales items for quote](https://docs.zilliant.com/apidocs/retrieve-scheduled-sales-item-from-quote-by-quote-id-1.md)
- [Get sales text for sales item](https://docs.zilliant.com/apidocs/get-sales-text-from-quotes-sales-item-by-quote-id-sales-item-id-api-1.md)
- [Get configurable hierarchy for sales item](https://docs.zilliant.com/apidocs/get-configurable-hierarchy-by-quote-id-sales-item-id-api-1.md)
- [Update price item](https://docs.zilliant.com/apidocs/update-price-item-by-quote-id-and-price-item-id-1.md)
- [Create price item for quote](https://docs.zilliant.com/apidocs/create-price-item-by-quote-id-1.md)
- [Create price item for sales item](https://docs.zilliant.com/apidocs/create-price-item-by-quote-id-and-sales-item-id-1.md)
- [Delete price items](https://docs.zilliant.com/apidocs/delete-price-item-by-quotes-id-and-priceitem-id-1.md)
- [Delete price items from sales items](https://docs.zilliant.com/apidocs/delete-price-item-from-sales-item-by-quotes-id-salesitem-id-priceitem-id-1.md)
- [Update price item for sales item](https://docs.zilliant.com/apidocs/update-price-item-by-quote-id-sales-item-id-price-item-id-1.md)
- [Create agreement quote](https://docs.zilliant.com/apidocs/create-agreement-quote-api-1.md)
- [Get attribute range values](https://docs.zilliant.com/apidocs/get-attribute-range-values-by-quote-id-1.md)
- [Update quote status](https://docs.zilliant.com/apidocs/update-quotes-status-1.md)
- [Get quote attachments](https://docs.zilliant.com/apidocs/get-quotes-attachments-1.md)
- [Create quote attachment](https://docs.zilliant.com/apidocs/create-quotes-attachment-1.md)
- [Update quote attachment](https://docs.zilliant.com/apidocs/update-quotes-attachments-1.md)
- [Delete quote attachments](https://docs.zilliant.com/apidocs/delete-quotes-attachments-1.md)
- [Get partner function records of a quote](https://docs.zilliant.com/apidocs/partner-function-records-of-the-quote-1.md)
- [Get partner function records of a sales item](https://docs.zilliant.com/apidocs/partner-function-records-of-the-salesitem-1.md)
- [Get the total number of users based on filter](https://docs.zilliant.com/apidocs/get-the-total-number-of-user-created-in-the-sytem-based-on-filter.md)
- [Search users](https://docs.zilliant.com/apidocs/search-user-api.md)
- [Get users in the system](https://docs.zilliant.com/apidocs/get-the-user-in-the-sytem.md)
- [Add a new commerce user based on a person](https://docs.zilliant.com/apidocs/adds-a-new-commerce-user-based-on-a-person.md)
- [Get objects followed by the logged-in user](https://docs.zilliant.com/apidocs/get-objects-followed-by-the-login-user.md)
- [Get objects followed (V1) by the logged-in user](https://docs.zilliant.com/apidocs/get-objects-followed-v1-by-the-login-user.md)
- [Get application user list](https://docs.zilliant.com/apidocs/get-application-user-list.md)
- [Get all users info](https://docs.zilliant.com/apidocs/get-all-users-info.md)
- [Update mass users info](https://docs.zilliant.com/apidocs/update-mass-users-info.md)
- [Get basic user details of the current logged-in user](https://docs.zilliant.com/apidocs/get-basic-user-details-of-the-current-logged-in-user.md)
- [Get advanced user details of the current logged-in user](https://docs.zilliant.com/apidocs/get-advance-user-details-of-the-current-logged-in-user.md)
- [Get user permissions declared by default](https://docs.zilliant.com/apidocs/get-user-permission-declared-by-default.md)
- [Get user route info by quote ID](https://docs.zilliant.com/apidocs/get-user-route-info-by-quote-id-1.md)
- [Update user last login time](https://docs.zilliant.com/apidocs/update-user-last-login-time-api.md)
- [Delete a user or a list of users by ID](https://docs.zilliant.com/apidocs/delete-a-user-or-a-list-of-users-by-id.md)
- [Validate the email address for a user](https://docs.zilliant.com/apidocs/validate-the-email-address-for-a-user.md)
- [Validate email address and/or username for a user](https://docs.zilliant.com/apidocs/validate-email-address-andor-username-for-a-user.md)
- [Update user info with administrator access](https://docs.zilliant.com/apidocs/update-user-info-with-administration-access-right.md)
- [Update user info](https://docs.zilliant.com/apidocs/update-user-info.md)
- [Get user info](https://docs.zilliant.com/apidocs/get-user-info.md)
- [Get user organisation unit](https://docs.zilliant.com/apidocs/get-user-organisation-unit.md)
- [Resend application user invite email](https://docs.zilliant.com/apidocs/resend-of-application-user-invite-email.md)
- [Validate username for a user](https://docs.zilliant.com/apidocs/validate-username-for-a-user.md)
- [Create user password](https://docs.zilliant.com/apidocs/create-users-password.md)
- [Reset password](https://docs.zilliant.com/apidocs/reset-password.md)
- [Validate password for a user](https://docs.zilliant.com/apidocs/validate-password-for-a-user.md)
- [Follow object](https://docs.zilliant.com/apidocs/follow-object.md)
- [Unfollow object](https://docs.zilliant.com/apidocs/unfollow-object.md)
- [Download users to Excel](https://docs.zilliant.com/apidocs/download-excel.md)
- [Get default system user preferences](https://docs.zilliant.com/apidocs/get-default-system-user-preferences-settings.md)
- [Update default system user preferences by administrator](https://docs.zilliant.com/apidocs/update-default-system-user-preferences-settings-by-administrator.md)
- [Get user route info by quote ID](https://docs.zilliant.com/apidocs/get-user-route-info-by-quote-id.md)
- [Get user visibility matrix](https://docs.zilliant.com/apidocs/get-user-visibility-matrix.md)
- [Get product categories](https://docs.zilliant.com/apidocs/get-product-categories.md)
- [Create product categories](https://docs.zilliant.com/apidocs/create-product-categories.md)
- [Update product categories](https://docs.zilliant.com/apidocs/update-product-categories.md)
- [Delete a product category by IDs](https://docs.zilliant.com/apidocs/delete-a-product-category-by-ids.md)
- [Get product categories](https://docs.zilliant.com/apidocs/get-product-categories-1.md)
- [Get product category details by ID](https://docs.zilliant.com/apidocs/get-product-category-details-by-id-1.md)
- [Create product categories](https://docs.zilliant.com/apidocs/create-product-categories-1.md)
- [Search product categories](https://docs.zilliant.com/apidocs/search-product-categories.md)
- [Count product categories based on a filter](https://docs.zilliant.com/apidocs/count-product-categories-based-on-a-filter.md)
- [Get product category details by ID](https://docs.zilliant.com/apidocs/get-product-category-details-by-id.md)
- [Update product categories](https://docs.zilliant.com/apidocs/update-product-categories-1.md)
- [Delete a product category by ID](https://docs.zilliant.com/apidocs/delete-a-product-category-by-id.md)
- [Get all child product category hierarchy details by ID](https://docs.zilliant.com/apidocs/get-all-child-product-category-hierarchy-details-by-id.md)
- [Get all parent product category hierarchy details by ID](https://docs.zilliant.com/apidocs/get-all-parent-product-category-hierarchy-details-by-id.md)
- [Send a list of product characteristics](https://docs.zilliant.com/apidocs/send-a-list-of-product-characteristics.md)

## Pricing Plus

- [About Pricing Plus](https://docs.zilliant.com/pricing/docs/pricing-plus-about.md)
- [View pricing history](https://docs.zilliant.com/pricing/docs/view-pricing-history.md)
- [Search and filter records](https://docs.zilliant.com/pricing/docs/search-and-filter-records.md)
- [Manage record table columns](https://docs.zilliant.com/pricing/docs/manage-record-table-columns.md)
- [Compare KPIs](https://docs.zilliant.com/pricing/docs/compare-kpis.md)
- [Export pricing records](https://docs.zilliant.com/pricing/docs/export-pricing-records.md)
- [About frameworks](https://docs.zilliant.com/pricing/docs/about-frameworks.md)
- [Set up framework](https://docs.zilliant.com/pricing/docs/set-up-framework.md)
- [Edit draft framework](https://docs.zilliant.com/pricing/docs/edit-draft-framework.md)
- [Publish draft framework](https://docs.zilliant.com/pricing/docs/publish-draft-framework.md)
- [About scenarios](https://docs.zilliant.com/pricing/docs/about-scenarios.md)
- [Create scenario](https://docs.zilliant.com/pricing/docs/create-scenario.md)
- [View scenario](https://docs.zilliant.com/pricing/docs/view-scenario.md)
- [Edit scenario](https://docs.zilliant.com/pricing/docs/edit-scenario.md)
- [Publish scenario](https://docs.zilliant.com/pricing/docs/publish-scenario.md)
- [About Analytics](https://docs.zilliant.com/pricing/docs/about-analytics.md)
- [Insights](https://docs.zilliant.com/pricing/docs/insights.md): Learn how to view Insights data.
- [Pricing Health](https://docs.zilliant.com/pricing/docs/pricing-health.md): Learn how to view and filter Pricing Health data.
- [Business](https://docs.zilliant.com/pricing/docs/business.md): Learn how to view and filter Business data.
- [Scorecard](https://docs.zilliant.com/pricing/docs/scorecard.md): Learn how to view and filter Scorecard data.
- [Gen AI Data Explorer](https://docs.zilliant.com/pricing/docs/gen-ai-data-explorer.md)
- [Sign in to Zilliant](https://docs.zilliant.com/pricing/docs/sign-in-to-zilliant.md): Learn how to sign in to your administrator account in Zilliant.
- [Sign in](https://docs.zilliant.com/pricing/docs/sign-in.md): Learn how to sign in as an administrator to the Zilliant platform.
- [Set up platform and core data](https://docs.zilliant.com/pricing/docs/core-data-setup.md): Admins, start here to set up your Zilliant environment for Pricing Plus.
- [Authentication methods](https://docs.zilliant.com/pricing/docs/authentication-methods.md): Learn about authentication methods in the Zilliant system.
- [MFA](https://docs.zilliant.com/pricing/docs/set-up-mfa.md): Learn how to set up MFA in the Zilliant system.
- [Manage SSO connections](https://docs.zilliant.com/pricing/docs/manage-sso-connections.md): Learn how to manage SSO connections in Zilliant.
- [Members and permissions](https://docs.zilliant.com/pricing/docs/pricing-plus-members-permissions.md): Learn about members and role assignments in the Zilliant system.
- [Manage members](https://docs.zilliant.com/pricing/docs/manage-members.md): Learn how to manage members in the Zilliant system.
- [Data requirements](https://docs.zilliant.com/pricing/docs/pricing-plus-data-model.md): Learn about tools and resources to help you manage data in Zilliant.
- [Data input specifications](https://docs.zilliant.com/pricing/docs/pricing-plus-data-input-specifications.md)
- [Add core data](https://docs.zilliant.com/pricing/docs/pricing-plus-manage-data.md): Zilliant Pricing Plus requires properly-formatted transactional data to produce analytics. Learn how to upload and view this data in the Pricing Plus system.
- [Manage attributes](https://docs.zilliant.com/pricing/docs/manage-attributes.md): Learn how to add custom attributes to your core data tables in Zilliant.
- [View data history](https://docs.zilliant.com/pricing/docs/view-data-import-history.md)
- [Price types](https://docs.zilliant.com/pricing/docs/understanding-price-types.md): Learn about price types and their characteristics, pricing approach value, and potential issues.
- [Pricing lifecycle](https://docs.zilliant.com/pricing/docs/understanding-pricing-lifecycle.md): Learn about the pricing lifecycle.