This article applies to:
All Users who own a contract and Admins and Managers
All Products
About this Article
This article covers the process of when and how to start a renewal request from an existing contract in Vendr.
When to Start a Renewal Request
If you are the owner of an existing Contract in Vendr, there are a number of ways you will know if an Contract renewal request needs to be started:
You may get a notification via email, slack, or in Vendr itself.
Your upcoming renewals will be displayed on your Home page
You view all upcoming renewals on the Renewals page
If a Contract is past due, you will see a yellow banner along the top of the contract.
Kicking off a Renewal Request
Vendr makes it easy to begin a new renewal process based on your organizations needs. All you have to do as a Contract owner to get started, is find the contract and click the button.
You can start a new renewal request from a few places:
The renewal notification itself
From renewal line item on the Renewals page
From the Contract itself
How to start a Renewal request
Click the Start renewal request button on the right side of the Contract or the Renewal line item on the Renewals page
Answer the question on the Intake form (these are defined by whomever oversees procurement at your organization)
Click the Submit request button on the bottom of the last question
Congrats! Your request has been submitted. Tasks will be assigned to the responsible parties, likely some may be assigned to you, so keep an eye out for Tasks due on your Home page. You will also receive notifications (if configured) for upcoming tasks when it's time to take action.
