Renewal Proposal Template That Retains and Expands
Stop treating renewals as a formality. Create interactive renewal proposals that demonstrate the value you have delivered, present expansion opportunities, and make it effortless for customers to say yes to the next term.
Free forever. No credit card required.
What Is a Renewal Proposal?
A renewal proposal is a document sent to existing customers as their contract or subscription term approaches its end. It goes beyond simply restating pricing and terms by summarizing the value delivered during the current period, presenting renewal options, and recommending expansion opportunities that align with the customer’s evolving needs. A great renewal proposal makes the case for why continuing the partnership is a smart investment.
In SaaS and subscription businesses, renewals represent the majority of revenue, making them far too important to handle with a simple email or auto-generated invoice. A structured renewal proposal demonstrates that you understand the customer’s goals, have delivered measurable results, and have a vision for how the partnership can grow. It transforms a potentially transactional moment into a strategic conversation.
The most effective renewal proposals are data-driven and forward-looking. They quantify the ROI the customer has achieved, highlight usage trends and success stories, and present tiered renewal options that encourage commitment and expansion. When combined with real-time tracking, you can see exactly when the customer reviews the proposal and which sections capture their attention, enabling smarter renewal conversations.
Key Components of a Winning Renewal Proposal
Value Summary & ROI
Quantify the impact your solution has delivered during the current term. Include metrics like time saved, revenue generated, costs reduced, and adoption rates to make the value undeniable.
Usage & Adoption Data
Present usage trends, feature adoption rates, and engagement metrics that demonstrate how deeply embedded your solution is in the customer’s workflow.
Renewal Options & Pricing
Offer clear renewal packages, ideally with multiple tiers such as same-term, multi-year, and expansion options. Frame each option in terms of the value and savings it provides.
Expansion Recommendations
Based on usage patterns and the customer’s evolving needs, recommend specific add-ons, additional seats, or upgraded plans that unlock more value for their organization.
Customer Success Highlights
Showcase key milestones, achievements, and wins from the current term. Include support resolution metrics, onboarding milestones reached, and any strategic initiatives completed together.
Timeline & Next Steps
Provide a clear renewal timeline with key dates, required actions, and a frictionless path to approval. Include built-in e-signatures to make closing seamless.
What's Inside This Renewal Proposal Template
A fully customizable, interactive renewal proposal designed to demonstrate value, present expansion options, and make renewal decisions easy.
Who Is This Template For?
Customer Success Managers
Create professional renewal proposals that showcase the value you have delivered and position expansion opportunities. Move from reactive renewals to proactive growth conversations.
Account Managers
Drive expansion revenue at renewal by presenting data-driven proposals that make upsell recommendations feel like natural next steps rather than sales pitches.
CS & Revenue Leaders
Standardize your renewal process across the team. Ensure every renewal includes value documentation, expansion recommendations, and a clear path to close. Reduce churn and increase net revenue retention.
When to Use a Renewal Proposal
Standard Contract Renewals
Present a compelling case for renewal 60 to 90 days before the contract expires. Include value delivered, usage data, and renewal options that make continuing the partnership an easy decision.
Renewal with Expansion
When you have identified growth opportunities, use the renewal as a natural moment to propose additional products, seats, or services that align with the customer’s evolving needs.
At-Risk Renewal Conversations
For accounts showing signs of churn risk, build a renewal proposal that addresses concerns head-on, reinforces the value delivered, and presents adjusted terms that remove barriers to renewal.
Multi-Year Deal Structuring
Present multi-year renewal options with committed pricing and added value to lock in longer-term contracts. Show the customer the savings and strategic benefits of a longer commitment.
Why Build Your Renewal Proposal with Distribute?
Distribute turns renewal proposals into interactive, trackable experiences that help you retain revenue and drive expansion at scale.
Renewal Engagement Tracking
See exactly when customers open your renewal proposal, which sections they focus on, and whether they share it with other decision-makers. Time your renewal conversations perfectly.
AI-Generated Value Summaries
Generate compelling value narratives, ROI calculations, and expansion recommendations in seconds with built-in AI. Create personalized renewal content without hours of manual work.
Build Proposals in Minutes
Start from a proven template and customize with your customer’s specific data, usage metrics, and renewal options. No design skills required.
Professional Branding
Deliver renewal proposals in a polished, branded format that reinforces the professionalism and quality of your partnership.
CRM & CS Platform Integrations
Pull usage data, health scores, and contract details directly from your CRM and customer success platform to pre-populate renewal proposals automatically.
Related Templates
Customer Success Plan Template
Build a structured success plan that tracks customer outcomes and sets the foundation for a compelling renewal conversation.
QBR Template
Run quarterly business reviews that build momentum toward renewal with regular value documentation and goal alignment.
Account Plan Template
Develop a strategic account plan that identifies renewal risks and expansion opportunities well before the contract end date.
Pricing Proposal Template
Present renewal pricing in a clear, professional format with tiered options and interactive comparison tables.
Ready to use this template?
Get started with the Renewal Proposal Template template in seconds. Free forever, no credit card required.
Get Started for Free →