Contracts Renewal

Template

Managing the renewal of your company’s contracts is very important from a financial and administrative point of view. With the new Pipefy Contract Renewal Template you can view contracts that are due soon, contact your business partners, and more effectively manage your process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Business partner

  • 2. Contact's name

  • 3. Email address

  • 4. Expiration date

  • 5. Contract value

  • 6. Current active contract

Contact with partner

  • 1. Assignee

  • 2. Has the partner agreed with the renewal?

    • Yes
    • No
  • 3. If not, why?

  • 4. Status

Negotiation

  • 1. Main negotiated points

  • 2. Should we renew the contract based on the new conditions?

    • Yes
    • No

Legal approval

  • 1. Validation

    • All clauses checked
    • Contract signed
  • 2. Current active contract

  • 3. Current contract value

Renewed

Not renewed

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