Renewal Pipeline Automation
Automatic renewal reminders, task creation, and pipeline management for expiring contracts
Feature Status
✅ Renewal automation is OPERATIONAL! System monitors contracts and creates tasks automatically.
How It Works
Automatic Monitoring
The system checks contracts daily and creates renewal tasks at these intervals:
- 90 days - Critical priority renewal task
- 60 days - High priority renewal task
- 30 days - Medium priority renewal task
Renewal Dashboard
View all upcoming renewals in one place:
- Contracts expiring at 90/60/30 days
- Total contract value at risk
- Commission at risk
- Quick action buttons
Renewal Process
- System Alert: Task auto-created 90 days before expiry
- Contact Customer: Email or call to discuss renewal
- Get New Pricing: Use Smart Pricing system for latest rates
- Send Quotes: Present renewal options
- Sign Contract: E-signature for renewal
- Update System: New contract replaces old one
Documentation In Progress
Complete renewal workflow guide with best practices coming soon!