Freshservice Contract Module – RENEW
Modified on: Wed, Jan 29 2025 1:10 PMBTech |
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| Contract Information |
- When a contract is expired, simply click the “Renew” button!
- Click Renew in upper right side of screen.
- Click End Date and select “Year”, “Month”, and “Day”.
- If renewal date is the same as expiration date skip this step and continue to the next step.
- The date will automatically update to the same month and day the following year after “Renew” button is clicked again.
- Update “Cost”, all other mandatory fields marked with red asterisks (*), and add attachments.
- Click Renew
- In upper right side you will see the following:
- An email is sent to the approver.
- If you are the contract owner and approver, you will see the following:
- Click on “Approve Renewal”. The following message will pop up:
- If you are the approver and receive an email to approve you have the option to “Reject Renewal”.
- When you click on this you’ll be prompted to reply with a comment.
- Contract is now renewed or rejected.