Create agreements

In this topic, learn how to:

Create agreements

You can create an agreement:

Tip
Save time by copying an existing agreement with its settings and information.

From the Agreement screen

From the application left navigation area, select Agreement.
On any of the tabs, in the upper right corner, select + New Agreement.

In the Create Agreement dialog, enter information or make selections:

Title—Enter a title for the agreement.
Agreement Type—(Optional.) Select the agreement type. For details on defining agreement types, read Define agreement types in Configure agreement settings.
Account—Select an account to link to the agreement.
Contact—(Optional.) Select a point of contact for the agreement.
Opportunity—(Optional.) Select an opportunity to link to the agreement.
Organization Unit—(Optional.) Select an organization unit for the agreement.
Sales Data Determination—(Optional.) Select sales organizations and their sales area options for the agreement.
Sales Office—(Optional.) Select a sales office for the agreement.
Company—(Optional.) Select a company for the agreement.

Currency—Change the default agreement currency if needed and if you have the necessary permissions.

How CPQ determines the default currency

CPQ automatically selects the agreement currency type based on a set of priorities, including user preferences, account settings, and system defaults. The default logic depends on whether you select an account or sales data determination in the Create Agreement dialog.

In the Create Agreement dialog if…	…the default currency is:	if 1 isn’t set:	if 1 and 2 aren’t set:	if 1, 2, and 3 aren’t set:
No account is selected	User-preferred currency	System default currency
Account is selected but Sales Data Determination is not selected	Account currency	User-preferred currency	System default currency
Account and Sales Data Determination are selected	Sales data determination currency	Account currency	User-preferred currency	System default currency

Start Date—Select the date when the agreement begins. By default, CPQ sets the start date to the day after you create the agreement.
End Date—Select the date when the agreement ends. It can’t be earlier than the start date. By default, CPQ sets the end date to the start date plus the configured default agreement duration, but you can change the date. For details on setting the default duration, read Define default agreement duration in Configure agreement settings.
Language—(Optional.) Select agreement language.

Select Create, then select the agreement from the list to open it. Alternatively, select Create and Open to open the new agreement immediately.
Add products to your agreement. For details, read Add line items.

Through guided selling

Guided selling helps you find the right products for your agreement by asking a series of relevant questions.

To create an agreement using guided selling:

From the application left navigation area, select Agreement.
On the Agreements (Under Negotiation) tab, in the upper right corner, select Guided Selling.
Select a question set and start answering questions. Your answers appear on the right side of the page. You can return to any question and change your answer. After you answer the final question, a customized product catalog appears.
From the catalog, select one or more products, then select Create Quote with selected products.
Finish creating the agreement by following Steps 3–5 in From the Agreement screen.

From an account

Create an agreement for a specific account. The agreement is automatically linked to that account.

Open an account.
Go to the Agreement (Negotiation) or Agreement (Published) tab.
Finish creating the agreement by following Steps 2–5 in From the Agreement screen.

From an opportunity

Create an agreement for a specific opportunity. The agreement is automatically linked to that opportunity.

Open an opportunity.
Go to the Agreement (Negotiation) or Agreement (Published) tab.
Finish creating the agreement by following Steps 2–5 in From the Agreement screen.

Manage agreement details

Agreement details provide key information about the agreement. They include general information such as the related account, start and end date, and payment terms. You can also find pricing details and additional relevant data that help you manage the agreement.

To view and edit the agreement details, open an agreement under negotiation, then go to the Overview tab.

Manage agreement notes

Use notes to track updates and communicate about an agreement. To access notes, open an agreement under negotiation, then go to the Notes tab.

On the Notes tab, you can add your own notes, see system notes about approval status changes, and view details about the submitter, approver, and anyone who rejected the agreement. The tab also shows virtual team members who are notified when you leave a note.

Manage agreement partners

Agreement partners are key parties associated with an agreement, such as billing and shipping contacts. To access agreement partners, open an agreement under negotiation or open a published agreement, then go to the Partners tab. From here, you can view, create, edit, and delete partners.

Create partners

Above the list of partners, select Add Partner.
On the Add Partner dialog, enter information or make selections:
- Function—Select a partner function.
- Type—Select a partner type.
- Partner—(Optional.) Select a partner.
- Address—(Optional.) Select the partner’s address.
Select Create.

Edit partners

Use one of the following methods to edit partners:

Select a checkbox next to a partner function. Then, above the partner list, select Edit.
On the partner row, select More > Edit.

Mark a partner as default

To set a partner as the default, on the partner row, turn on the Default switch.

Only one default is allowed per partner function group. For example, if a member adds three Contact Person entries and two Email To Party entries, they can set one default in each group.

Delete partners

Use one of the following methods to delete partners:

Delete one partner:
- On the partner row, select More > Delete.
Delete one or multiple partners:
- Select a checkbox next to the partner function for one or multiple partners. Then, above the partner list, select Delete.

Manage agreement attachments

Attachments are additional reference files and documents related to an agreement. This can include proposals generated from an agreement, supporting documentation, links to external resources, or other files.

To access attachments, open an agreement under negotiation or open a published agreement, then go to the Attachments tab. From here, you can manage your attachments:

Add files

To add files, such as PDF documents, Microsoft Word files, or Microsoft Excel spreadsheets:

Go to the Attachments tab.
Above the list of attachments, select Add > Add File.
Select Choose file and select the file to upload.
(Optional.) In the Description field, enter a file description.
Select Upload.

Add links

To add external links that point to files or folders on collaboration platforms such as SharePoint or Dropbox:

Go to the Attachments tab.
Above the list of attachments, select Add > Add Link.
Enter information or make selections:

Attachment Usage—Select the type of attachment.
External Link—Enter the link to the external resource.
Description—(Optional.) Enter a link description.

Select Create.

Download attachments

To download one or multiple attachments:

Go to the Attachments tab.
Select a checkbox next to one or multiple attachments.
On the button bar above the list of attachments, select Download selected files/folders.

To download one attachment:

Go to the Attachments tab.
Select a checkbox next to an attachment.
On the attachment row, select More > Download selected files/folders.

Create a folder

For easier navigation, you can create folders and store separate attachment types there. To create a folder:

Go to the Attachments tab.
On the button bar above the list of attachments, select Create folder.
Enter the folder name, then select Create.

Delete attachments

To delete one or multiple attachments:

Go to the Attachments tab.
Select a checkbox next to one or multiple attachments.
On the button bar above the list of attachments, select Delete.

To delete one attachment:

Go to the Attachments tab.
Select a checkbox next to an attachment.
On the attachment row, select More > Delete.