Availability: Starter*, Business**, and Enterprise plans
* On Starter plans, renewal dates can be set automatically by AI as part of AI data extraction functionality.
** Manually configuring renewal settings requires the Agreement Renewals extension (included on Enterprise; available as a paid add-on on Business).
How renewal dates get set
There are two ways a renewal date ends up on a document: AI sets it automatically, or you set it manually.
If your account has AI Data Extraction enabled, the AI reads each uploaded or imported contract and sets the renewal date for you — no manual setup required. Once the renewal date is set, the renewal alert is also automatically enabled for that document.
The AI calculates the renewal date using the first matching rule it finds:
What the AI finds in the contract | How it sets the renewal date |
An expiration date | Uses that date directly |
An agreement date + initial term length | Agreement date + term length |
An initial term length only | Document completion date + term length |
Note: If the AI only finds an agreement date with no expiration date or term length, it won't set a renewal date automatically. You can set it manually instead (see below).
Note: Automatic renewal date setting requires both the Agreement Renewals and AI Data Extraction to be active on your account.
Set a renewal date manually
You can set or override renewal settings on any document or template, regardless of whether AI Data Extraction is enabled.
On a template
Set renewal settings at the template level so every document created from that template inherits them automatically.
Open your template in editing mode.
Select the File menu in the top left.
Go to Template > Renewal.
Under Renewal date, choose one of the following:
Not set — no renewal date
After document completion — renewal triggers X months after the document is completed
Toggle Renewal notifications on if you want the document owner to receive an email alert.
Set the number of days prior to the renewal date when the alert should be sent.
Select Apply to save.
On an individual document
Open your document in editing mode.
Select the File menu in the top left.
Go to Document > Renewal.
Under Renewal date, choose one of the following:
Not set — no renewal date
After document completion — renewal triggers X months after the document is completed
On specific date — pick an exact date from the date picker
Auto-set date — based on AI-extracted document renewal or expiration date.
Toggle Renewal notifications on and set the days-prior value if needed.
Select Apply to save.
Note: The renewal date can be set to a specific date only in the document.
Before sending a document
You can also configure renewal settings from the send flow:
Open the Renewal tab under Document settings in the Configure delivery & settings step.
Toggle Renewals on.
Choose a renewal date option and set the notification lead time.
Select Done.
Who receives renewal alerts
Renewal notification emails go to the document owner only — the person who created or owns the document in PandaDoc.
Note: Document recipients (counterparties, signers) do not receive renewal alerts. Renewal notifications are internal only.
View upcoming renewals
In your document list, select the Upcoming renewals tab to see all documents with an approaching renewal date.
Hover over a date to see the exact time.
Use the Filters button to narrow the list by renewal date range, status, owner, counterparty, or other data fields.
Disable or enable Agreement Renewals extension
Agreement Renewals is an extension that can be toggled on or off for your workspace by the account owner.
Note: On some newer accounts, Agreement Renewals are enabled by default as part of the AI CLM rollout. You don't need to install it manually.
To disable or re-enable it:
Go to Extensions.
Find Agreement Renewals in the list. Link to the extension.
Select the Install/Uninstall if you have one workspace. If you have multiple, select Workspaces, then check/uncheck the workspaces and select Save changes.
Note: Only the Account owner can enable and disable extensions.