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      Configure a Product for Auto-Renewal

      For Delivery Date and Issue-Based product types, you can enable auto-renewing line items. This feature allows users to build a proposal with a single line item that will then automatically renew based on specified criteria. 

      Before you can begin using this feature, you must configure your product for auto-renewal.

      Complete these steps to configure your product:

      1. Access your products by clicking Products using the left-hand navigation menu.

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      2. Click on the Delivery Date or Issue-Based product that you wish to enable auto-renewals for.

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      3. Click the Edit button to display the product's properties.

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      4. Click the Allow Auto-Renewal toggle switch to configure this product for auto-renewals.

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      5. Click the Update button to save your changes.

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