Renewal Proposal Template

Sign up for Dock for free, create a new workspace, and select the renewal proposal template. Customize it with client-specific details, update pricing and terms, and save it as a reusable template. Then, generate a personalized renewal proposal for each client and share it with a simple link—no logins required. Or add it to an existing client workspace.

Yes! Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes, you can fully customize the template, including layout, pricing, service offerings, and contract terms. You can also personalize it for each client before sending.

Yes, every proposal can be customized with client-specific usage data, pricing adjustments, and additional services while maintaining a consistent structure for efficiency.

Yes, you can keep the template private or share it with your team. Dock allows you to control access and visibility, ensuring your team works from a consistent renewal proposal format.

A renewal proposal template is a structured document that outlines the deliverables, updated terms, pricing, and benefits of renewing a contract or service agreement. It helps businesses present a clear, professional renewal offer, reinforcing the value of continuing the relationship. 

A well-designed renewal project proposal includes updated pricing, service adjustments, potential additional funding requests, and any new features or benefits that align with the client’s needs. It also ensures that stakeholders stay informed and aligned throughout the workflow of the renewal process.

A contract renewal proposal is similar to a renewal proposal template but focuses specifically on extending or renegotiating an existing contract. It outlines updated terms, conditions, key stakeholders, and any modifications to the agreement to ensure both parties align before renewal. This document helps businesses maintain long-term relationships while also allowing for optimization of services or pricing.

• Client name and company details
• Project description and overview of the existing agreement
• Summary of services provided
• Performance highlights, ROI data, and key deliverables
• Updated pricing and contract terms
• New service offerings or add-ons
• Start date, end date, and any important milestones
• Expiration date and next steps for approval
• Table of contents for easy navigation

Use a renewal proposal template whenever a contract or service agreement is set to expire and needs renewal. It is especially useful when:

• Proposing new pricing or updated contract terms
• Highlighting the value delivered during the contract period
• Requesting additional funding or expanding the scope of services
• Offering expanded services or upgrades to encourage renewal
• Formalizing the renewal process for long-term client relationships
• Ensuring all stakeholders have a clear, structured workflow for approval
• Renewing a contract with a client for the first time and needing a structured approach

• Be proactive. Send renewal proposals well before the contract expiration to allow time for discussion.
• Show value. Use performance metrics, ROI data, and client-specific wins to justify the renewal.
• Make it interactive. With Dock, clients can ask questions, review details, and approve the renewal in one place.
• Use checklists. Ensure all necessary deliverables, terms, and approvals are accounted for.
• Track engagement. Dock’s analytics let you see when a client views the proposal so you can follow up at the right time.

• Waiting until the last minute. Start the renewal conversation early to avoid rushed negotiations.
• Sending a generic renewal request. Personalize the proposal to show how your services have benefited the client.
• Forgetting an expiration date. Always include a clear deadline to encourage timely decisions.
• Not involving key stakeholders. Ensure everyone in the decision-making process is included early on.
• Neglecting the renewal story. Use a compelling project description that summarizes the partnership’s success and sets the stage for renewal.
• Skipping a structured workflow. Clearly outline the start date, end date, and next steps to keep the process moving smoothly.

• Send a simple link. Clients can open and review the proposal without needing to log in.
• Introduce it on a call. Walk through the proposal in real time to answer questions.
• Follow up with engagement insights. Dock tracks when clients view the proposal so you can time your follow-ups perfectly.
• Use a structured workflow. Clearly define the next steps, approvals, and timeline so there’s no confusion.

Send a simple link. Clients can open and review the proposal without needing to log in.Introduce it on a call. Walk through the proposal in real time to answer questions.Follow up with engagement insights. Dock tracks when clients view the proposal so you can time your follow-ups perfectly.Use a structured workflow. Clearly define the next steps, approvals, and timeline so there’s no confusion.

Yes, Dock allows you to add tiered pricing, optional add-ons, or discounts to give clients flexibility in choosing the best renewal option.

• Highlight past performance. Show how your services have delivered ROI, business impact, and key deliverables.
• Offer incentives. Introduce discounts, premium support, or expanded services to encourage renewal.
• Keep it simple. Clients should quickly understand the value of renewing—avoid unnecessary complexity.
• Use checklists and a structured table of contents. This helps clients make informed decisions with clarity.

• Acknowledge concerns. Listen to the client’s hesitations and offer solutions.
• Show value. Use metrics, case studies, or testimonials to reinforce your impact.
• Offer flexible terms. Consider adjusting payment schedules, modifying deliverables, or refining contract terms to meet client needs.

Dock allows you to add a clear call-to-action with an approval button so clients can renew with one click. Plus, Dock’s engagement tracking helps you follow up when they’ve viewed the proposal but haven’t responded. A well-structured workflow with clear start dates and end dates also helps streamline decision-making.

Yes, with Dock, you can embed case studies, reports, updated contracts, financial projections, or performance summaries directly in the proposal workspace.

• B2B SaaS & subscription-based businesses
• Consulting & professional services
• Marketing & advertising agencies
• IT & managed services providers
• Financial & legal services

Yes, you can save your renewal proposal as a template and quickly generate personalized versions for each client, reducing manual work and saving time. Dock’s project management features allow you to set workflows, track deliverables, and automate key steps in the renewal process.

Dock lets you edit the proposal in real time, eliminating the need for multiple versions and long email threads. Clients can add comments directly in the workspace, keeping stakeholders aligned and checklists up to date.

With Dock’s renewal proposal template, you can simplify renewals, keep clients engaged, and improve retention—without the hassle of back-and-forth emails or outdated PDFs.