Add Auto-Renewal Line Items to Your Contract or Proposal

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 add these items to your contract or proposal, there are a few things that must be configured on the back end:

• The product must be configured for auto-renewals
• You must set up a system-wide lead time

When you have those configured, you can proceed with creating your contract or proposal.

Create Your Contract or Proposal With Auto-Renewal Products

Follow these steps to create your contract or proposal with auto-renewal products: 

1. Click Sales using the left-hand navigation menu.  
   
   
   
   
2. Click the Contracts tab to see all of your contracts and proposals.
   
   
   
   
3. Click the +Contract button to begin the proposal/contract creating process.
   
   
   
   Complete the preliminary contract information such as account, deal status, and more.
4. Select the product that you have configured for auto-renewals.
   
   
   
   
5. Complete the details for this line item and click the Add Item button.
   
   
   
   
6. With the line item added, you can now hover your mouse over the product to see the additional options buttons. Click the  button to configure auto-renewals.
   
   
   
   
7. Click the Setup button to configure your auto-renewal for this line item.
   
   
   
   
   
8. Use the Setup Auto-Renewal dialog to configure your auto-renewal.
   
   
9. Input the Renew Until date
   
   
   
   
10. Use the Renew Days in Advance field to bypass the system-wide lead time and input a lead time for this line item only.
    
    
    
    
11. Set a line item status (you can set these up in Settings > All Settings > Statuses) that is assigned to the child-line item once it is added.
    
    
    
    
12. Check or Uncheck the Copy Most Recent Assigned Ad and the Copy Associated Fees and Discounts
    
    • Copying the most recent assigned ad will automatically assign a Primary Ad to the child-line item
    • Copying associate fees/discounts will copy any additional Contract Line Items (configured under Settings > All Settings > Contract Line Items) from the original parent line item to the auto-renewed child line item 
      
      
13. Click the Finish Renewal Setup button to save your changes.