
Eliminate manual renewal tracking
AI automatically captures renewal dates from any contract and sets smart reminders in advance to prevent missed deadlines.
Know exactly when it’s time to revisit original contracts, negotiate new terms, and refresh the relationships that keep your business thriving.
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Tired of contracts and deals slipping through the cracks?
Renewal reminders act like a safety net for your established contracts. When set, a reminder will notify all impacted parties that a contract is reaching the end of its lifespan and should be renegotiated to avoid a break in supply or service.
PandaDoc users can take advantage of built-in renewal notifications to send reminders and trigger the refresh process. Because collaboration, negotiation, and e-signing all take place inside PandaDoc, teams can set up deal rooms to facilitate fast renewals without ever leaving the platform.

AI automatically captures renewal dates from any contract and sets smart reminders in advance to prevent missed deadlines.

Don’t let contracts slip through the cracks. Ensure all parties stay informed about upcoming expirations and key deadlines.

Make renewals effortless for everyone. Use automated reminders and workflows to simplify the renewal process for your team.

Stop hunting through contracts for renewal dates and terms. AI reads every agreement, captures critical information, and sets renewal alerts, automatically creating an organized pipeline so you can focus on relationships, not administration.

With PandaDoc, notifications are just the beginning. Build a complete refresh process with platform tools and guided workflows. Duplicate contracts or create custom quotes with automatic upsell options in collaborative, transparent deal rooms.

With renewal dates automatically captured, filter expiring contracts by value, payment terms, and timing. Easily prioritize your highest-value opportunities and adjust strategies based on customer insights or changing business needs.

Use upcoming renewal dates to assess revenue at risk each quarter. Learn how customers handle your renewal processes and identify accounts past their opt-out dates. Need more data first? Send customer satisfaction surveys with PandaDoc Forms.
PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc.

Renewals keep things moving smoothly with existing clients while giving teams the chance to take a fresh look at old agreements.
Because new deals are constructed from past terms, sales contracts that are outfitted with renewal clauses and processes become valuable assets that can contribute to long-term profitability and growth.

Contract renewal notifications
Learn how renewal notifications can be set to send automatically so that everyone is notified when it’s time to refresh the partnership.

Use a renewal template
Use a contract renewal template as a starting point for contract negotiations. Add branding in the PandaDoc editor before you send.

Automate contract renewals with templates and CRM triggers
Stop chasing expiring contracts. Trigger renewal documents automatically based on contract dates or system events, then track completion in real time.
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PandaDoc combines your contract repository with the functionality of an onboard editor, allowing you to consolidate your entire CLM process into one platform.
This is different from other contract renewal services, where different aspects of the contract management process are handled by separate tools.
With PandaDoc, teams can set notifications for contract renewal dates and use renewal opportunities to reheat relationships and review contract performance all without ever leaving the platform.
The PandaDoc renewal process is similar to the standard contract lifecycle management process in PandaDoc.
However, rather than creating a document entirely from scratch, you can review the contractual obligations in the previous contract agreement, duplicate any existing documentation, and use PandaDoc editing tools to negotiate renewal terms.
When the deal is done, add an e-signature and transform your contract draft into a legally binding agreement.
These terms are sometimes used interchangeably, but they’re slightly different.
Evergreen contracts renew on an indefinite basis until one party opts for contract termination or wants to create a new agreement. This type of contract sometimes requires advanced notice for termination. Example: A monthly subscription to a streaming service.
Auto-renewal contracts have a defined contract period with a set expiration date and termination window. These contracts renew automatically unless canceled within a specific window of time. Example: A one-year spa membership that renews automatically for another year unless terminated within a specific timeframe.
No. While it’s possible to automate reminders in PandaDoc, automatic contract renewals aren’t possible.
Both parties will need to engage in a contract review process, agree on the new terms of the contract, and sign off on those renewal provisions.
While this is more of a manual process, this approach allows both parties to find favorable terms while negotiating a contract extension.
PandaDoc makes renewal management effortless. AI reads every contract and automatically extracts critical renewal information like dates and notice periods. Using this information, it automatically calculates and populates renewal dates for you. This eliminates manual data entry and reduces human error while smart alerts reduce the risk of missed renewal deadlines.