Use Case: Renewing an Agreement Before Expiration in CLM for Salesforce
This use case explains how Contract Manager renews a contract before its expiration in Conga CLM for Salesforce.
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An active agreement exists in Salesforce.
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The agreement is approaching expiration.
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The user has permissions to renew agreements.
Organizations proactively renew agreements to avoid service disruptions, retain customers, and maintain contractual continuity.
Stakeholders
- Primary:
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Contract Manager
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- Secondary:
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Account Manager
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Sales Representative
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Legal Reviewer
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Approver
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Customer Representative.
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Trigger
An active agreement is approaching its expiration date and requires renewal.
- Navigate to the Agreement record.
- Review expiration details.
- Initiate Renew Agreement.
- Create a renewal agreement from the existing agreement.
- Update terms, pricing, and conditions.
- Generate the renewal document.
- Send for review and approval.
- Address feedback.
- Send to the customer for review.
- Finalize changes.
- Obtain approvals and signatures.
- Activate the renewed agreement.
- Verify renewal information.