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Now you can track document renewals within PandaDoc. See which documents are renewing soon in your document list and set up renewal notification emails.
Plan availability: Enterprise
Renewal notification setup for templates and documents
Set up renewal notifications for a specific template so that any document created from that template will inherit those renewal notification settings. You can also set up renewal notifications for an individual document in any status.
Open a template/document, go to ...More > Settings > and click the gear icon next to Renewals. Set your:
- Renewal date: choose a set number of days after document completion or select “Not set” if you’d like to set a specific renewal date later
- Notification email: enable a renewal email notification for the document owner and select when it should be sent (# days before renewal)
Click “Apply” to save the settings.
Upcoming document renewals
The document owner will receive a renewal notification email a certain number of days prior to the document renewal (notification is customizable - see above).
In the document list, 40 days before a renewal, hover over the status of any completed document to see the number of days left.
View upcoming renewals
Review documents renewing soon in a separate view:
You can use the “Transfer data to” feature to generate a new document (contract, invoice, etc.) with token data, recipient information, and pricing details from the original one.