Telco renewals you see coming, offers signed before expiry
Every agreement carries its expiry date. Find what ends next, send a new-term offer from a template, and get it signed before the customer goes out of contract.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud gives every telco agreement an expiry date and an Expiring Soon filter, so account teams see which contracts end next. They send a re-contract offer from a template, one at a time or in bulk, with the new term, upgrades and pricing, and the customer signs online. Nothing renews automatically.
Last reviewed by the QuoteCloud team
Sample QuoteCloud documents list for a fictional provider, Tallwire Communications, filtered by Expiring soon: five accepted agreements nearing their expiry date, from Ferncliff Medical's managed voice agreement (expires 12 November, in 9 days) to Marlow & Finch's fibre and voice agreement (expires 6 December, in 33 days).
A re-contracting runway, from 90 days out
How an account team can work its renewals in QuoteCloud. You decide the timing; QuoteCloud gives you the dates, the documents and the signatures.
-
90 days
See what ends next
Every signed agreement carries its expiry date. Open the Expiring Soon filter and sort by date to see which contracts end first.
Expiring Soon filter -
60 days
Prepare the new-term offer
Start from your re-contract template: the client's current services, 24 or 36-month options and the upgrades worth offering.
Re-contract template -
45 days
Send it to every expiring client
Bulk send one template as a personalised copy for each client, or send them one at a time.
Bulk send Essentials and up -
30 days
Call the ones who opened it
Document tracking shows who has opened their offer, so the follow-up calls go where they count.
Document tracking -
Expiry
Signed on the new term
The client picks the term and any upgrades and signs online, before the old agreement runs out.
eSignature
Nothing renews, reminds or sends by itself: the expiry dates and filters show what's due, and your team sends the offers.
A new-term offer they can sign today
A re-contract offer is a new document, not a renewal notice. Show what stays the same, what gets better and what it costs on each term, so the decision takes one read.
Try it: switch between 24 and 36 months, add the new handsets or drop the 4G failover, and the monthly charge and contract value follow.
- The client's existing services, carried over from the last agreement
- Term options the client can switch: 24 or 36 months
- Upgrades as optional rows, priced before they're ticked
- Signed online, with a certificate of authenticity
Price tables: Essentials and up
Renewal quotes in QuoteCloud
Re-contract offer
Your next term, ready to sign
Your managed voice agreement ends on 12 November. Re-contract for 24 or 36 months and keep every number and seat, with faster fibre at the same monthly price.
Your new term
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Connectivity | $329 | — | |
Business fibre 1000/1000FBR-1000 · Upgraded from 500/500, same price
|
1 | $329 | — |
| Voice | $545 | — | |
Hosted PBX seatUC-SEAT · Your existing numbers stay
|
$450 | — | |
SIP trunk, 10 channelsSIP-10 · Reception and after-hours
|
1 | $95 | — |
| Upgrades Tick to add | |||
| 1 | $45 | — | |
| 18 | — | $2,880 | |
- Monthly recurring
- $919/mo
- Once-off
- $0
- Total contract value over 36 months
- $33,084
All prices excluding tax.
Accept and sign
Dr Helen Park · Practice manager, Ferncliff Medical
Signed online · 30 Oct, 1:12 pm
Certificate of authenticity and audit trail attached
Every expiring client, one send
When a batch of agreements ends in the same month, send your re-contract template to all of them at once. Each client gets their own copy with their name and details, and you can follow each one's status.
Accepted offers show up as accepted; the ones that are only opened tell you who to call next.
- One template, a personalised copy per client
- Sent, opened and accepted for every recipient
- Bulk send has volume-based costs
Bulk send: Essentials and up
- Ferncliff Medicalpractice@ferncliff.example.com Accepted36 months + 4G failover
- Orchard Lane Legaloffice@orchardlane.example.com OpenedViewed today
- Copperline Buildersaccounts@copperline.example.com Accepted24 months
- Kingfisher Schoolsit@kingfisher.example.com Sent
- Brightwater Clinicadmin@brightwater.example.com OpenedViewed yesterday
- Marlow & Finchhello@marlowfinch.example.com Sent
- Sent
- 6
- Opened
- 4
- Accepted
- 2
Renewals that don't depend on one person's spreadsheet
What changes for the account team once agreements are signed in QuoteCloud.
What renewals run on
Confirmed QuoteCloud features, used the way a telco account team works its base.
Expiry dates
Each document can carry an expiry date, so a 36-month agreement says when it ends from the day it's signed.
Smart and custom filters
Expiring Soon is built in; save your own filters (by consultant, value or status) and reuse them.
Document tracking
See when a client opens their offer and how long they spend reading it, with notifications.
Re-contract templates
One template for every new-term offer, with locked terms and your current price book.
Bulk send
One template, a personalised copy per client, sent together. Essentials and up, volume-based costs.
Sales forecast
Put open re-contract offers in the Sales Forecast with a confidence level and a forecast month.
Start your renewal runway in QuoteCloud
Free for 14 days, no credit card required. Bring your re-contract offer and we'll convert it during the trial.
Re-contracting
Re-contract before the last month, not after it
An agreement that ends without a new one in front of the client is an open door. Put the next term in front of them while you still have time to talk.
Managed services agreements with expiry datesRenewal and re-contracting questions
How do we see which telco agreements are about to expire?
Give each agreement an expiry date when you send it. The QuoteCloud dashboard has an Expiring Soon smart filter that lists documents nearing their expiry date, and you can sort by date or save your own custom filters, for example by consultant, so each account manager sees their own renewals.
Do agreements renew automatically in QuoteCloud?
No. QuoteCloud doesn't renew agreements, bill them or send renewal reminders by itself. It shows you what's expiring, and your team sends the client a new-term offer, which they review and sign online like any other proposal.
Can we send a re-contract offer to many clients at once?
Yes. Bulk send sends one template as a personalised copy to each recipient, and you can follow who has opened and accepted their copy. Bulk send is available on Essentials and above and has volume-based costs.
Can the client choose between a 24 and 36-month term?
Yes, if you enable term editing in the price table. The client switches between the terms you offer and the monthly charges and total contract value update. Optional rows let them add upgrades such as new handsets or 4G failover before they sign.
Can we tell which clients have opened their offer?
Yes. Document tracking shows when a client opens a document and how long they spend reading it, with notifications, and the dashboard status shows which offers are opened, signed or accepted. That tells your team who to follow up first.
Can we forecast re-contracting revenue?
You can add open offers to QuoteCloud's Sales Forecast, which has Kanban and list views, confidence levels from Very Doubtful to Verbal Approval and a forecast month and amount. You can filter the forecast by month and by confidence.
More for telco account teams
Every page of QuoteCloud for telecommunications.
-
Managed services & UCaaS agreementsRepeating charges on 24 or 36-month terms, support levels, agreement terms and an expiry date.Explore
-
Mobile fleet & plan proposalsPlan comparisons, handsets and quantities the client can adjust, priced per user per month.Explore
-
CRM, provisioning & billing integrationsOpportunities in from Salesforce or HubSpot; signed orders out to provisioning and billing through Zapier, Make or the API.Explore
- Multi-site connectivity proposalsFibre, SD-WAN, voice and Wi-Fi priced site by site, with monthly and once-off totals on one page.
- Price book, catalogue & marginsPlans, hardware and services with SKUs and recurring billing terms, and costs and margins your client never sees.
- Discount approvals & deal controlApproval rules on discount and deal value, team roles and locked company content and terms.
- Sign, order & collect upfront chargesLegally binding eSignatures from every signer, and once-off charges paid on signing via Stripe or PayPal.
- Telco templatesReal QuoteCloud templates for mobile plans, broadband, bundles, network installs and IT services.
- QuoteCloud implementation for telco sales teamsPrice book import, template conversion, CRM set-up, roles, approvals and training for your sales team.
- FAQAnswers to the questions telco and MSP sales teams ask most.
Re-contract before they go out of contract
Free for 14 days. No credit card required.