A guide on raising renewal requests from the renewal page so that status gets updated automatically

• Overview

Raising a renewal request directly from the renewal page ensures that the renewal status transitions automatically, keeping your procurement pipeline up to date without manual status adjustments. This streamlined process provides stakeholders with real-time visibility into the renewal lifecycle.

This guide outlines the steps to initiate a request for a product that is currently in the "Alerted" stage.

Steps to raise a renewal request

1. Navigate to the Renewals section from the homescreen.

    

   

    

    

2. Click on a product with the renewal stage marked as "Alerted" (e.g., Atlassian). On the product details page, click the + Create a Request button located in the top right corner.
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   3. The Renewal Intake form will open. In the Vendor & Product Details section, enter the necessary information, including the number of units to procure, units needed for the next 12 months, the required budget, and the deadline for the purchase.

    

   

    

4. Note that certain fields may be pre-filled based on past usage data by Spendflo AI. You can modify these values if your current requirements differ from the historical data.

    

   

    

5. Click Continue to proceed to the User Details section. Select your Department from the dropdown menu (e.g., Engineering).

    

   

    

6. In the Contract & Vendor Details section, choose your preferred contract type (e.g., Long Term or Monthly). If you select Long Term, specify the contract duration in months. Review the details and click Submit to finalize the request.

    

   

    

Next Steps

Once the request is submitted, the renewal status for the product will automatically update. You can track the progress of this request from the Request Details page or the main Renewals dashboard.