About agreements

Agreements management in CPQ (Revenue)

Agreements management in Zilliant CPQ (Revenue) streamlines the process of creating, negotiating, and managing customer price agreements.

Agreements management integrates with existing CPQ tools for modeling, bundling, and configuring products during the agreements lifecycle. Capabilities include:

• Secure, role-based access management

• Approval flows that ensure compliance and governance during agreement negotiation

• Robust report and proposal generation

• AI-driven price recommendations facilitated by Zilliant Price IQ

Agreements lifecycle

The general agreements management lifecycle supports your work with agreements at multiple stages:

• Under negotiation—At this stage, you set pricing, discounts, and other client-specific details. When the agreement is ready and accepted, you publish it.

• Published—Official, active price records based on which you create transactions like quotes and orders. You can’t directly edit a published agreement, but you can revise it when updates are needed.

• Revised—New version of the published agreement that includes updated terms. When you revise an agreement, you create a new agreement under negotiation where you can make necessary changes to the original terms. Once this agreement under negotiation is published, it becomes the new revision of the original agreement.

Published agreements can have multiple revisions. For example, one version can include discounts for the first quarter, and another version provides updated discounts for the second quarter. This makes it easy to manage agreements for different time periods for the same customer.

Get started with agreements

Learn how to configure the application and work with agreements.

Configure

• Set up permissions

• Configure pricing

• Configure approvals

• Work with Groovy scripts

• Enable pricing guidance and data

Work with agreements

• Create agreements

• Manage agreements under negotiation

• Submit agreements for approval

• Manage proposals

• Manage published agreements