Stop chasing renewals. Start seeing them coming.
Salesforce renewal documents, generated automatically. SalesSign triggers renewal proposals automatically from Salesforce Flow, with merge-fielded current ARR and product mix. Engagement signals show which customers are leaning in — and which are silent risks.
Auto-send renewals before they slip — and spot risk early.
Why teams choose SalesSign for Salesforce renewal documents.
Auto-send on schedule
Salesforce Flow triggers renewal proposals N days before contract end date, with merge fields pulling current ARR and product entitlements.
Spot risk early
If a renewal proposal goes unopened for a week, you see it on the Account. CSMs can intervene with a phone call rather than at contract end.
Frictionless acceptance
Customers sign on any device with a single touch — most renewals close inside a single email.
What you get for renewals & upsells.
Everything you need to send, sign and track — included on every plan.
Flow-triggered renewals
Renewal proposals fire automatically from Salesforce Flow based on contract end date, ARR threshold or any custom criteria.
Merge from entitlements
Pull current product mix, ARR, term length and pricing from any standard or custom Salesforce object.
Engagement signals
See exactly when a customer opens the renewal, scrolls past pricing or stalls — visible on the Account record.
One-click upsell
Add upsell options to renewals as interactive pricing toggles — the customer accepts the upsell in the same signature.
A closer look at SalesSign for renewals & upsells.
Renewals on autopilot
Salesforce Flow fires a SalesSign renewal proposal 60 days (or whatever interval you pick) before contract end date. The proposal is merge-fielded from the Account’s current product mix — no rep effort required.
See silent risk in time to act
A renewal proposal that hasn’t been opened in 7 days lights up on the Account. CSMs see it on their dashboard and call before it’s too late.
Convert renewals into expansions
Add upsell toggles to the renewal — extra seats, extra modules, longer terms — and the customer can accept them in the same signing flow.
Frequently asked questions.
How do automated renewals fire?
Salesforce Flow triggers a SalesSign renewal proposal based on contract end date — or any other field — with merge fields pulling current entitlements.
Can customers self-serve renewals?
Yes. Customers receive the renewal proposal directly, can review and accept on any device, with no rep touch required.
Does SalesSign handle multi-year renewals?
Yes. Multi-year terms, discounts and ramp pricing can be merged from Salesforce and rendered as interactive pricing tables.
Will the signed renewal sync back to Salesforce?
Yes. Signed renewal proposal, accepted line items and signing metadata are written back to the Opportunity and Account automatically.
Ready to see SalesSign for renewals & upsells?
Book a 20-minute live demo on a use case that matches how your team sells today. Native, embedded, end-to-end.