---
title: "Renew agreements"
slug: "renew-agreements"
description: "Follow these steps to use the Deal Manager's agreement renewal capability and to identify the agreements that you should renew."
updated: 2025-07-22T20:25:01Z
published: 2025-07-22T20:25:01Z
canonical: "docs.zilliant.com/renew-agreements"
---

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

# Renew agreements

This topic describes managing agreements in Deal Manager.

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

Use Deal Manager's agreement renewal capability to identify the agreements that you should renew. Once identified, you can:

- Draft an agreement renewal
- Compare new line values to the original agreement lines
- Edit the agreement renewal
- Approve and publish a new agreement

## Create an agreement renewal

1. In the **Agreement Dashboard**, select the **Expiring Agreements** action card.
2. In the list of expiring agreements, select the agreement you want to renew.
3. In the expiring agreement, perform one of two actions:
  - Select **Create Renewal** to create a draft of the renewal agreement.
  - Select **Will Not Renew** to remove this agreement from the list of expiring agreements in the **Expiring Agrements** action card.

          Note

          

The agreement must be active for the **Create Renewal** and **Will Not Renew** actions to display.
4. When you create a renewal agreement, the system copies the agreement name and adds "Renewal" to the name.
5. Go to **Agreements**, and select the renewal agreement draft.

## Identify low scores in agreement renewals

In renewal agreement draft, you will see the following:

- **Line Level**, **Agreement Line Name**, **Policy Type**, and **Policy Value** fields are copied from the source agreement.
- **Guidance** fields will retrieve their current values from the Zilliant Price IQ.
- **Cost** and **Price List** fields will retrieve their current values from the Zilliant Price Manager application.
- All fields that are populated by Zilliant formulas are recalculated.

In the agreement header, examine the **Weighted Score** to determine any further action. This score is based on the correlation between the **Policy Value** and **Guidance**.

Scroll until you find **Margin** and **Score** columns. These will help you identify the lines with low scores as well as with low margin percentage.

## Compare the source agreement with the agreement renewal

Compare the original agreement with the renewal agreement:

1. In the renewal agreement, select **Lines—Renewal Compare**.
2. In **Lines—Renewal Compare**​, view the source fields from the original agreement alongside the renewal agreement fields:
  - **Score**—Current value.
  - **Source Line Score**—The score on the original agreement.
  - **Score Comparison**—The difference between the source agreement line Score and the renewal agreement line Score.
  - **Margin %**—Generated from the renewal agreement.
  - **Source Line Margin %**—Reflects the margin on the original agreement.
  - **Cost**—Current value that represents Cost per Unit from the Common Data Model.
  - **Source Line Cost**—The cost from the original agreement.

## Edit lines in agreement renewals

### Use **Mass Edit** to update lines with the **Policy Type—Fixed Price**

Mass Edit is an optional feature that allows you to perform formulaic bulk edits or refreshes on selected line items. In agreement renewals, Mass Edit enables you to update lines with the Policy Type **Fixed Price** to match current costs.

To update lines with **Fixed Price** through Mass Edit:

1. In the **Lines—Renewal Compare**, select the lines with the lowest score, and then select **Mass Edit**.
2. In the **Mass Edit Lines Items** modal, in the **Update Type** dropdown, choose **Reset Fixed Price for Current Cost**.
3. Select **Save**.

This resets the fixed price lines on a renewal agreement to match the current higher cost and automatically brings the lines' score up for this agreement. Lines that don't have a Policy Type of **Fixed Price** will not be changed by this **Mass Edit** method.

The **Mass Edit** experience is the same in the **Lines** tab and in the **Lines—Renewal Compare** tab.

### Use **Edit** to edit lines of any **Policy Type**

1. In the **Lines—Renewal Compare**, select the lines, then select **Edit**.
2. In the **Edit Lines** modal, edit the lines values from the original agreement.
3. Select **Save**.

          
          

- If you select **Edit** from the **Lines—Renewal Compare**​ tab, the **Edit Lines** modal that opens will contain the fields from the source agreement. This **Edit Lines** modal is ideal for editing lines in agreement renewals.
- If you select **Edit** from the **Lines** tab, the **Edit Lines** modal that opens is the usual modal for adding or editing lines.

## Submit agreement renewals for approval

In the renewal agreement, select **Submit for Approval**. The agreement now goes through the approval process. For more information, see [Submit agreements for approval](/v1/docs/submit-agreements-for-approval).