Contract renewal reminders

Contract renewal rules give your team a heads-up before contracts lapse and can prepare the renewal paperwork automatically. Manage them at Admin → Ticket Templates on the Renewal tab.

Which contracts are checked

The daily check considers active contracts that have an end date in the future and are not set to auto-renew. A rule can apply to all contracts or be limited to a single contract type.

Alert thresholds

Choose one or more days-before thresholds from the presets (90/60/30/14/7) or enter custom values. An alert fires when a contract's days-remaining matches a threshold exactly, and each (contract, rule, threshold) combination fires only once.

What an alert does

• Notify account manager — in-app notification plus an email to the contract's effective account manager
• Create ticket — opens a renewal ticket on a chosen board, assigned to the account manager, with an optional checklist
• Create quote — drafts a renewal quote seeded from the contract's base price

Titles support tokens including {company_name}, {contract_name}, {contract_type}, {days_remaining}, {end_date}, {month}, and {year}.

Pipeline view

The renewal pipeline lists every active contract expiring within the next 90 days, showing days remaining, the account manager, and which alerts have already been sent. Rules that have already fired alerts are deactivated rather than deleted to preserve that history.