About the Renewal Refresher

  • The Renewal Refresher ensures that your Future Renewals are always up-to-date.
  • Once enabled, the Renewal Refresher will run each night and load all active products, prices an expected amounts onto your Future Renewals.
  • The Renewal Refresher will only load products from the same contract path onto the Future Renewal.

  • The Renewal Refresher will only update the Quotes on the Future Renewal. It does however, replace and recalculate products, regardless if the source Opportunity was modified. This ensures it is always up to date.

  • If a non-expected Quote is synced, it will sync all lines and quote values to the Opportunity.



NOTE: If you would like to use multiple Renewal paths for your Customers, please contact Customer Success for more information.


Enabling the Renewal Refresher
  • Under the Transaction Management Setup tab, check to see if the Renewal Refresher is not already scheduled. If the Red Power button appears, click it to Schedule. If the Renewal Refresher is already scheduled, you will see a green button.