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Zilliant Deal Manager
Austin, Texas, United States
What it is
Zilliant Deal Manager captures customer-specific pricing agreements, contracts, and quotes, then helps teams keep terms aligned with pricing guidance as conditions change. Teams can apply Price Manager guidance bands before signing, and agreements outside guidance are flagged for approval with deal context visible. Once signed, agreements are tracked through renewal, with pricing drift surfaced ahead of renewal. Documented workflows include on-invoice and off-invoice discounts, tiered schedules, and discount scenarios. Implementations can configure guidance, price insights, line editing, search, automated line insertion, and formulaic mass editing. The product runs on Salesforce Platform, which requires its native Contract feature to be enabled before installation and implementation. The mobile-enabled Agreement Management Quick Start uses a browser on tablets and the Salesforce app on iPhone or Android phones. Its supported setup allows one account record per agreement, which can represent a group of accounts. Zilliant lists pricing on request.
For and against
For
- Flags agreements outside guidance for approval.
- Tracks agreements through renewal and surfaces pricing drift.
- Supports tiered and on- and off-invoice discounts.
- Offers multi-stage approvals and an audit trail.
Against
- Requires Salesforce Platform's native Contract feature.
- Quick Start supports one account record per agreement.
- Pricing is available on request.
The verdict
Deal Manager centers on governing negotiated pricing from proposal through renewal, with configurable discount workflows and approvals. Plan for the Salesforce Contract dependency and the Quick Start's account-record limit.
Who it suits
It suits manufacturers and distributors managing high volumes, complex agreements, or changing costs. Teams that need pricing guidance, approval workflows, and renewal monitoring may find its agreement focus relevant.
Plans and prices
Zilliant Deal Manager
Pricing available by contacting Zilliant; no public price listed
Read 4 Oct 2026 · zilliant.com
On the record
- Agreement governance
- It keeps negotiated agreements aligned to pricing guidance from proposed terms through renewal.zilliant.com · read 4 Oct 2026
- Customization
- Implementations can configure pricing guidance, price insights, line editing, search, automated line insertion, and formulaic mass editing.docs.zilliant.com · read 4 Oct 2026
- Discount workflows
- Documented uses include creating on-invoice and off-invoice discounts, tiered discount schedules, and discount scenarios.docs.zilliant.com · read 4 Oct 2026
- Exception approvals
- The product flags out-of-guidance agreements for approval while deal context is visible.zilliant.com · read 4 Oct 2026
- Guidance bands
- Teams can apply Price Manager guidance bands before agreements are signed.zilliant.com · read 4 Oct 2026
- Implementation limit
- The documented Agreement Management Quick Start supports one account record per agreement, which can represent a group of accounts.docs.zilliant.com · read 4 Oct 2026
- Integrations
- Deal Manager can consume pricing and sales guidance from Zilliant Price Manager, Price IQ, Cart IQ, Sales IQ, or other in-house or third-party sources.zilliant.com · read 4 Oct 2026
- Mobile access
- The Agreement Management Quick Start is mobile-enabled; tablets use a browser and phones require the Salesforce app for iPhone or Android.docs.zilliant.com · read 4 Oct 2026
- Platform dependency
- Deal Manager is built on Salesforce Platform; its native Contract feature must be enabled before installation and implementation.docs.zilliant.com · read 4 Oct 2026
- Purpose
- Deal Manager captures and maintains customer-specific pricing agreements, contracts, or quotes and helps teams adjust them as business conditions change.docs.zilliant.com · read 4 Oct 2026
- Renewal monitoring
- Deal Manager tracks agreements from signature through renewal and surfaces pricing drift before renewal.zilliant.com · read 4 Oct 2026
- Security controls
- Documented configurable security features include dynamic product filters and rules controlling which users can add or edit line items.docs.zilliant.com · read 4 Oct 2026
- Support
- Zilliant provides a customer support portal and product documentation links from its Deal Manager page.zilliant.com · read 4 Oct 2026
- Target customers
- Zilliant describes its pricing and revenue solutions as purpose-built for manufacturers and distributors handling high volumes, complex agreements, and shifting costs.zilliant.com · read 4 Oct 2026
