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Renewal Checklist
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This is a manual process, to apply for a smarter renewal check this: 14 day free trial
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Audit Start Date:Saturday, December 20, 2025
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#Account NameRenewal Value (USD)Contract Expiry DateProduct/ServiceRenewal StageAccount OwnerRisk LevelCustomer Health Score (1-5)Quote Generated?Next Action
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1ABC Corp150002025-07-30Cloud SuiteQuote SentRitaMedium4YesFollow-up for approval
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2XYZ Ltd50002025-07-15Endpoint SecurityNot StartedManojHigh2NoGet updated contact and send quote
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3TechNova120002025-08-01CRM ModuleNegotiationAyeshaMedium3YesNegotiate discount and finalize
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4Delta Inc30002025-07-25Email HostingPending ApprovalDavidLow5YesConfirm PO from customer
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5FutureSoft200002025-08-10Analytics ProClosed-WonSahilLow1YesSend invoice
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