Contract And Subscription Renewal

Once your renewal team releases the renewal quote or subscription, your client will receive an email notification requesting they review and approve the renewal quote in the Dalos platform. This is an easy process. First, they'll log into their account on the platform and click on the open renewal quotes. Next, they'll review the quote details. Finally, they'll click the 'Approve Quote' button within the platform. Once this is done, your renewal team will be notified of the approved quote and can proceed with your fulfillment process.

The Dalos platform automates the renewal process. Quotes are automatically generated ninety (90) days prior to expiration. Customers are notified of the quote and can approve it within the platform. The Dalos platform allows you to keep your clients informed throughout the process, providing them with reminders and alerts when their quote is due or a contract expiration is approaching. With Dalos, you can rest assured that every contract and subscription will result in a renewal quote. We aim to ensure that every client’s subscription remains up-to-date and in good standing without any unnecessary support delays due to expiration. 

When renewing a contract or subscription in the Dalos platform, customers have two options. They can either attach a purchase order (PO) document or pay via Credit card (assuming you have a credit card merchant). The admin can enable which feature each client has available.

If your clients do not renew their contract or subscription prior to expiration, the Dalos platform will identify the contract as expired and assets as no longer eligible for support. This is a great way to keep your clients aware of the status of contracts, subscriptions, and assets. You can allow your customers to renew the expired contract or subscription at a later date and can apply additional costs or penalties if desired.