---
title: "Manage agreements under negotiation"
slug: "manage-agreements-under-negotiation"
description: "Learn how to work with agreements under negotiation."
updated: 2026-05-06T09:08:56Z
published: 2026-05-08T10:00:29Z
canonical: "docs.zilliant.com/manage-agreements-under-negotiation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage agreements under negotiation

Agreements under negotiation are draft versions of customer agreements where you define prices, discounts, terms, and other customer-specific details. At this stage, you can review and adjust the agreement before finalizing it. Once all terms are approved and ready, you publish the agreement, making it an active, official record used for transactions such as quotes and orders.

In this topic, learn how to work with agreements under negotiation:

- [Access agreements](/v1/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation)
- [Assign agreements](/v1/docs/manage-agreements-under-negotiation#assign-agreements)
- [Calculate agreement prices](/main/docs/manage-agreements-under-negotiation#calculate-agreement-prices)
- [Publish agreements](/v1/docs/manage-agreements-under-negotiation#publish-agreements)
- [Copy agreements](/v1/docs/manage-agreements-under-negotiation#copy-agreements)
- [Delete agreements](/v1/docs/manage-agreements-under-negotiation#delete-agreements)

> [!WARNING]
> Note
> 
> You can also access and manage agreements from the **Agreements (Negotiation)** tab in [accounts](/main/docs/about-accounts) and [opportunities](/main/docs/about-opportunities), following the same process described in this topic.

---

## Access agreements under negotiation

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Move through or search to locate the agreement and select it from the list.
4. In the agreement, in the upper right corner, select the agreement version.
5. Select a tab to view information or make changes:
  - **Line Items**—Add and configure agreement line items. For details, read [Manage line items](/v1/docs/manage-agreement-line-items).
  - **Overview**—Manage agreement and pricing information. For details, read [Manage agreement information](/v1/docs/create-agreements-1##manage-agreement-details).
  - **Price Items**—Manage components that make up the total price of an agreement. For details, read **Work with price items** in [Manage agreement pricing](/main/docs/manage-agreement-pricing#work-with-price-items).
  - **Notes**—View and add notes for the agreement. For details, read [Manage agreement notes](/v1/docs/create-agreements-1#manage-agreement-notes).
  - **Approvals**—View the approval process and status for the agreement. For details, read [About approvals](/v1/docs/about-approvals) and [Submit agreements for approval](/v1/docs/submit-agreements-for-approval-1).
  - **Partners**—View and add agreement partners. For details, read [Manage agreement partners](/v1/docs/create-agreements-1#manage-agreement-partners).
  - **Attachments**—View and add agreement attachments. For details, read [Manage agreement attachments](/v1/docs/create-agreements-1#manage-agreement-attachments).

---

## Assign agreements

Use one of the following methods to assign agreements.

#### Assign one agreement

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Move through or search to locate the agreement.
4. On the agreement row, select More. Then select an option:

- Select **Assign to me** to assign the agreement to yourself. You'll become the agreement's primary owner. Additionally, on the **Partners** tab in the agreement, the **Default** switch for the **Owner Party** function will be set to YES.
- Select **Assign to Others**, then select a user to assign the agreement to.

#### Assign one or multiple agreements

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Move through or search to locate the agreements.
4. Select checkboxes next to the IDs of one or multiple agreements.
5. From the button bar above the list of agreements, select Assign the Agreement. Then select an option:

- Select **Assign to me** to assign the agreement to yourself. You'll become the agreement's primary owner. Additionally, on the **Partners** tab in the agreement, the **Default** switch for the **Owner Party** function will be set to YES.
- Select **Assign to Others**, then select a user to assign the agreement to.

---

## Publish agreements

> [!NOTE]
> Tip
> 
> To ensure that product details in the agreement are up-to-date, [run presubmission checks](/v1/docs/run-presubmission-checks-in-agreements) before publishing the agreement.

To publish an accepted agreement:

1. [Open an agreement](/v1/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation).
2. From the top button bar, select **Actions** > **Publish**.

The agreement moves to the **Agreements (Published)** tab. For details on working with published agreements, read [Manage published agreements](/v1/docs/manage-published-agreements).

---

## Copy agreements

Use one of the following methods to copy an agreement.

#### From the agreement list

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. On the agreement row, select More, then select **Copy**.

#### From the agreement

1. [Open an agreement](/v1/docs/manage-agreements-under-negotiation#access-agreements-under-negotiation).
2. From the top button bar, select **Actions** > **Copy**.

Additionally, your administrator can configure whether to copy [custom business relation attributes](/main/docs/manage-agreements-under-negotiation#configure-copying-custom-business-relation-attributes).

### Configure copying custom business relation attributes

> [!NOTE]
> Before you begin
> 
> To allow quantity updates for product bundle item, verify that you have the ADMIN PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

> [!WARNING]
> Note
> 
> If you use both [agreements management](/main/docs/agreements) and [quoting](/main/docs/about-quotes) capabilities in Zilliant CPQ, this setting applies to copying BRAs in both agreements and quotes.

Use the **Enable to copy the custom relation attribute during Quote copy process** setting to control whether CPQ copies custom [business relation attributes](/main/docs/extend-the-application-schema-through-ui) (BRAs) when users copy an agreement:

- When the setting is *enabled*, CPQ copies custom relation attributes from the source agreement to the new agreement at both header and line-item levels.
- When the setting is *disabled*, CPQ doesn’t copy custom relation attributes during agreement copy.

By default, this setting is disabled.

> [!NOTE]
> Tip
> 
> Use the [Post Quote Creation](/main/docs/post-quote-creation) Groovy script to reset or modify business relation attributes during the agreement copy process.

To configure the setting:

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Master Data Management**.
3. Scroll or search to locate **Setting Boolean** and select it from the list.
4. In the **Name** column, select **Enable to copy the custom relation attribute during Quote copy process**.
5. Set the **Setting Value Boolean** switch to **YES** to enable the setting or **NO** to disable it.
6. Select **Save**.

Additionally, learn how to control the [execution of Groovy scripts linked to BDAs and BRAs](/main/docs/manage-agreement-line-items#control-the-execution-of-groovy-scripts-linked-to-bdas-and-bras) during line item creation.

---

## Delete agreements

Use one of the following methods to delete agreements.

#### Delete one agreement

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. On the agreement row, select More, then select **Delete**.

#### Delete one or multiple agreements

1. From the application left navigation area, select **Agreement**.
2. From the top navigation bar, select **Agreements (Under Negotiation)**.
3. Select checkboxes next to the IDs of one or multiple agreements.
4. From the button bar above the list of agreements, select Delete.

![Icon More](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20More.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A21%3A08Z&se=2026-11-10T18%3A21%3A08Z&sr=c&sp=r&sig=ad636t0%2FkgjPbriywOhoahTxLIQ3%2FabZzWOA9Wun0kA%3D)

More

![icon Assign.svg](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Assign.svg?sv=2026-02-06&spr=https&st=2026-11-10T17%3A21%3A08Z&se=2026-11-10T18%3A21%3A08Z&sr=c&sp=r&sig=ad636t0%2FkgjPbriywOhoahTxLIQ3%2FabZzWOA9Wun0kA%3D)

Assign the Agreement

![Icon Delete](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Delete%20(outline).png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A21%3A08Z&se=2026-11-10T18%3A21%3A08Z&sr=c&sp=r&sig=ad636t0%2FkgjPbriywOhoahTxLIQ3%2FabZzWOA9Wun0kA%3D)

Delete