New renewal rule

Rule name *

Contract type

Alert thresholds (days before expiry) *

90 days 60 days 30 days 14 days 7 days

Custom days (comma-separated)

Notify account manager by notification + email

Create a renewal ticket

Board

Ticket title

Checklist

Label	Required

Also create a draft renewal quote

Quote title

Quote will be pre-populated with the contract's base price as a single line item, assigned to the account manager.

Rule is active

Available tokens: {company_name} {contract_name} {contract_type} {days_remaining} {end_date} {month} {year}

Cancel