Renewal quotes that get signed before expiry
Offer the new term, recurring pricing and an upgrade in one renewal quote, send it to one customer or many, and follow up before it lapses.
A renewal quote offers an existing customer a new term for a plan or service, often with an upgrade option. In QuoteCloud you build it from a renewal template with repeating monthly prices and a term the customer can change, add upgrades as optional rows, send it singly or by bulk send, and track opens and expiry dates.
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Illustration of a document sent to many recipients at once in QuoteCloud: “2027 managed support renewal” from Cobalt Managed IT for Westbrook Dental Group. It lists Westbrook Dental Group, 25 users · 24 months, Viewed; Alder Street Physio, 12 users · 36 months, Signed; Kingfisher Legal, 40 users · 12 months, Sent; Harbourlight Vets, 18 users · 24 months, Expiring soon; Marlow Optometry, 9 users · 12 months, Opened. Total $1,875.00/mo. Status: Viewed.
How to send a renewal quote with an upsell option
5 steps, start to signature.
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Step 1: Build a renewal template
Save a template with your current plans from the product catalogue, renewal terms and an eSignature block, so each renewal starts complete.
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Step 2: Set the term and pricing
Use repeating price items for monthly fees and turn on term editing, so the customer can compare 12, 24 or 36 months.
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Step 3: Add the upgrade
Add higher tiers or add-ons as optional rows or a multiple-choice group. The customer opts in and the monthly total updates.
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Step 4: Send one or many
Send a renewal to a single account, or use bulk send to reach a list of customers with the same offer.
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Step 5: Follow up before it lapses
Set an expiry date on each quote, watch opens in real time and use the Expiring Soon filter to see which renewals need a call.
Renewal and upsell quotes before and after QuoteCloud
Less retyping, less chasing, no printing.
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Before: Renewal dates tracked in a spreadsheet nobody checks
With QuoteCloud: Quote expiry dates and an Expiring Soon filter on the dashboard
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Before: Upgrades pitched in a separate email, then quoted again
With QuoteCloud: Upgrade options inside the renewal quote, ticked by the customer
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Before: Every renewal quote built and sent one at a time
With QuoteCloud: One renewal template, sent to a list of customers by bulk send
QuoteCloud features for renewal and upsell quotes
Each tile shows the plan it starts on. See QuoteCloud pricing.
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Recurring prices and terms
Repeating price items with term, monthly price and period labels, kept apart from one-off charges, with term editing for the customer.
Plan: Essentials+
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Upgrades the customer picks
Optional rows and multiple-choice tiers turn the renewal into an upsell without a second quote.
Plan: Essentials+
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Bulk send renewals
Send sales quotes to many recipients at once. Bulk sending and email campaigns have volume-based costs.
Plan: Essentials+
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Opens and expiry in view
Real-time open notifications, quote expiry dates and an Expiring Soon smart filter show where to follow up.
Plan: Essentials+
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Customer reminders
Reminders and version history help keep renewal quotes moving and show what changed between offers.
Plan: Business+
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Contracts and service plans
Opt-in contract plans for telco, ISP and hosted services: assigned products, term in months, start and expiry dates.
Plan: Add-on
Who uses QuoteCloud for renewal and upsell quotes?
Renewals and upgrades sent on time, signed in a click.
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MSPs and IT providers
Renew per-user support and licences on a new term, with security upgrades the client can add.
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Telco and hosted services
Re-quote connectivity, voice and mobile plans on 12, 24 or 36-month terms, monthly and once-off charges kept apart.
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Maintenance and service contractors
Send annual service plan renewals to every customer at once and see who has opened theirs.
Templates you can make for renewal and upsell quotes
Save each as a template once; reuse it for every client. Browse ready-made templates.
- Contract renewal quote
- Managed services renewal
- Support plan renewal
- Maintenance agreement renewal
- Licence renewal quote
- Upgrade proposal
- Service plan upsell
Industries that use QuoteCloud for renewal and upsell quotes
A few of the industries it suits.
- IT services
- Telecommunications
- HVAC
- Marketing services
- Accounting
- Cleaning services
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