Use quotes for renewals
A renewal quote is issued to facilitate the continuation of an existing subscription that was originally initiated through a quote-based purchase. This is a common requirement for corporations, government agencies, and educational institutions, which often follow formal procurement processes that mandate a new quote before approving any contract extension.
Renewal quotes help ensure compliance with these internal policies while making the process more efficient for both you and your customers. Instead of initiating a brand-new quote from scratch, your customers receive a tailored renewal quote that reflects the current subscription details—such as pricing, duration, and product configuration—allowing for faster review and approval.
Create renewal quotes
Follow these steps to create a renewal quote:
- Go to Manage > Search in the web admin menu.
- Select the Subscriptions tab.
- Find an open the subscription for which you want to create a quote.
- Click the subscription ID link.
. - Click the Create Quote Link button.
. - In Quotes Settings, you can view Renewal Quote Type and Renewal Effective Date, and add an internal note.
- In Products & Promotions, choose the product quantity in quote and add a coupon code, if applicable.
- Click Save and Close.
The renewal quote is created. 
View a renewal quote
Existing customers can access and view renewal quotes in the Subscription Management portal. Pending renewal quotes are visible in the subscription overview document history and can be easily converted by the customer into a paid subscription renewal.
As soon as the customer has accepted the quote, the process continues with invoicing and fulfilment.
To learn more, see the the Quote process flows section of the Create and manage flows article.