Select policy types for lines

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This topic describes managing agreements in Deal Manager.
You might be looking for information about managing agreements in CPQ.

After you select lines to add to an agreement, set the pricing for each product line.

Select a policy type

  1. Select one or more lines to add, then select Add Lines.
  2. In the Edit Lines modal that opens, select a policy type for the corresponding Line Level:
    • Product—Select Fixed Price, Markup, or Discount from List.
    • Category—Select Markup or Discount from List.
    • Family—Select Markup or Discount from List.
  3. Select Save.

Line Levels and Policy Types [1:36]

You can further configure line levels and policy types to fit your needs.