Create agreements

In this topic, learn how to create and configure agreements in Zilliant CPQ.

Create agreements

Tip

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

1. From the application left navigation area, select Agreements.

2. On any of the tabs, select + New Agreement.

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

   • Title—Enter a title for the agreement.

   • Agreement Type—(Optional.) Select the agreement type.

     Tip

     You can add agreement types based on your business needs. For details, read Define agreement types.

   • 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—Select the agreement currency.

   • Agreement Start Date—Select the agreement start date.

   • Agreement End Date—Select the agreement end date.

   • Language—(Optional.) Select agreement language.

4. Select Create. Then select the agreement from the list to open it.

5. Add products to your agreement. For details, read Add line items.

To further configure the agreement:

• Manage agreement details

• Manage agreement notes

• Manage agreement partners

• Manage agreement attachments

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, 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, 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 the agreement, such as billing and shipping contacts. To access agreement partners, open an agreement, then go to the Partners tab. From here, you can view, create, edit, and delete partners.

Create partners

1. In the upper right corner, select Add.

2. On the Create partner dialog, enter information or make selections:

   • Partner Function—Select a function of the agreement partner.

   • Partner Function Type—Select a function type of the agreement partner.

   • Partner—(Optional.) Select an agreement partner.

   • Address—(Optional.) Select the partner address.

3. Select Create.

Edit partners

Use one of the following methods to edit partners:

• Select a checkbox next to the partner function. Then, in the upper right corner, select Edit.

• On the partner row, select . Then, select Edit.

Delete partners

Use one of the following methods to delete partners:

• Delete one partner:

  • On the partner row, select .

• Delete one or multiple partners:

  • Select a checkbox next to the partner function for one or multiple partners. Then, in the upper right corner, select .

Manage agreement attachments

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

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

• Add files

• Add links

• Download attachments

• Create a folder

• Delete attachments

Add files

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

1. On the Attachments tab, from the top button bar, select Add file(s).

2. Drag or select a file.

3. Select Upload.

Add links

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

1. Open the Attachments tab.

2. From the top button bar, select Add link(s).

3. Enter information or make selections:

• Attachment Usage—Select the type of the attachment.

• External Link—Enter the link to the external resource.

• Description—(Optional.) Enter a link description.

4. Select Save.

To copy the attachment link, right-click the link and select Copy link address.

Download attachments

1. On the Attachments tab, select a checkbox next to the needed attachments.

2. From the top button bar, select Download selected files/folders.

Create a folder

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

1. On the Attachments tab, from the top button bar, select Create folder.

2. Enter the folder name, then select Create.

Delete attachments

1. On the Attachments tab, select a checkbox next to the needed attachments.

2. From the top button bar, select .

Define agreement types

Administrators can define agreement types that appear in the Agreement Type field on the Create Agreement screen and the Overview tab. To define agreement types:

1. From the application left navigation area, select Administration.

2. From the top navigation area, select Master Data Management.

3. Scroll or search to locate Sales Document Type and select it from the list.

4. Select , then select the newly added, empty row.

5. On the Configuration tab, enter or select values to define an agreement type:

   • Name—Enter a name for the agreement type.

   • ERP Id—(Optional.) ERP ID of the agreement type.

6. Select Save.

7. (Optional.) On the Localisation tab, in the Label field next to the needed languages, enter a translation of the agreement type name. Then select to save the changes.