Creating an agreement

  1. In CPQ Enterprise Quoting, open the Agreements form.
  2. Click New Agreement.
  3. Click Select Customer.
  4. Find and select the customer for this agreement.
  5. In the Agreement Summary panel, specify this information:
    • A name for the agreement.
    • An associated project for the specified customer, if applicable.
    • The date on which the new agreement will expire.
    • Optionally, you can click Add Comment to add a comment.
    • Optionally, you can click Edit Header Details to provide more information.
  6. Click Add Items to specify one or more items for the new agreement.
  7. After all items have been added, click Back to Lines to return to the New Agreement form.
  8. Use the Discount and Mark Up fields to adjust the price for each item.
  9. In the Expected Volume field, specify the expected quantity for each item.
  10. Click Submit Request.
Your request is submitted to the manufacturer for review. If the system has been configured for email task notification, you are notified when the request is approved or rejected.