Guides / Renew a contract
How to renew a contract or subscription with an agent.
Renewals lost to a missed date are revenue left on the table. Here is the flow in SOIS, and the request that has your agent never miss one.
The flow
Four steps, the way a person would do it in SOIS.
Spot what is due
Surface contracts and subscriptions coming up for renewal.
Prepare the renewal
Draft the renewal terms from the existing agreement.
Reach out in time
Contact the customer early and handle the back-and-forth.
Update on agreement
Record the renewed terms and set the next reminder.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Show me what is up for renewal this quarter, prepare each renewal, and reach out to the customers in good time.
Done. Every renewal caught early, prepared, and closed, with the next reminder already set, so revenue does not slip through a missed date.
Explore the capability: Apps
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.