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.
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.
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.