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CONTRACT RENEWALS

Automate your contract renewal processes

Know exactly when it’s time to revisit original contracts, negotiate new terms, and refresh the relationships that keep your business thriving.

No credit card required

G2 Leader Mid-Market
G2 Best Usability Mid-Market
G2 Fastest Implementation Mid-Market
G2 Users Most Likely To Recommend Mid-Market

Contract Renewals

Over 68,000+ companies use PandaDoc to handle critical contracts and agreements

Autodesk
Boeing
SGS
AOL
Konika Minolta
Rakuten
TomTom
HP
PepsiCo
Zoetis
Bonusly
Chick-fil-A

What is contract renewal software?

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.

Never miss a renewal opportunity

Eliminate manual renewal tracking

Eliminate manual renewal tracking

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

Know when clients need attention

Know when clients need attention

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

Lead your renewal process

Lead your renewal process

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

Smart renewal management made simple

Clm Data Extraction

Turn hours of work into seconds of automation

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.

Contract Renewal Analytics

Start every renewal from a strong position

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.

Search Results

Surface high-value deals in seconds

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.

Contract Renewal Expiration Report

Measure success with reports and analytics

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.

Kelsey Boyd brand

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.

Kelsey Boyd

Kelsey Boyd

Director of Business Systems & Processes

Read full story

A renewal strategy for every contract

Docs Sales Contract

Sales contracts

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.

Who benefits from contract renewals

  • Sales

    Sales

    While earning new contracts and winning new clients is critical to growth, renewing current contracts can be a big win for revenue stability.

    Building in renewal clauses and sending renewal notifications allows sales teams to secure additional revenue from existing customers with just a few clicks.

    Sales

Learn how contract renewals empower your business relationships

Link: Learn more
Contract Renewal Notification

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.

Link: Learn more
renewal template

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.

Link: Learn more
Signature and date fields with autofill toggle

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.

Don’t let your contracts slip through the cracks

Get personalized 1:1 demo with our product specialist.

  • Tailored to your needs

  • Answers all your questions

  • No commitment to buy

Chili Piper

ChiliPiper increased their close rate by 28% after implementing PandaDoc.

Frequently asked questions

  • 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.