Renewals and the renewal agent

Get a renewal deal before every contract ends, see which renewals are at risk, and let the renewal agent draft the brief and quotation for your approval.

Steps

1. 1In Settings → Sales → Renewals, choose how many days before a contract ends its renewal deal opens (90 by default) and whether it goes to the account owner or through the routing engine and your territories.
2. 2Every day, each active contract that ends within that window gets one renewal deal in the Renewals pipeline — one per contract term, however often the job runs. The deal links to the contract, and the contract page links back to it.
3. 3Open Sales → Renewals. Renewals are grouped into 61–90 days, 31–60 days, the next 30 days and overdue, with each customer's annual value, open cases, case allowance used, payment status and the reasons a renewal is at risk. Select My renewals to see only yours.
4. 4On a card, select Renewal brief, then Draft renewal brief. The renewal agent summarises usage, open cases and risks, suggests talking points and drafts a renewal quotation: the contract lines at their contracted prices plus up to three upsell suggestions at your price-list prices.
5. 5Review the draft. Discounts or price changes the agent suggests are listed under Needs a person and are never applied. A sales manager selects Approve and create draft quotation, or Reject.
6. 6Open the draft quotation, adjust it and send it as usual. When the customer accepts, create the contract from the quotation: it is recorded as the renewal of the old contract and starts the day after the old term ends.

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