CV Renew 365 Release Notes

V1.0.0.0 (Current Version)

• What’s New in This Release

• Dashboard Overview
• See your renewal status at a glance with key metrics:
  • How many renewals are coming up this month
  • Total amount overdue on renewals
    Count of renewals in the last 30 days
  • View upcoming renewals for the next 6 months in an easy-to-read forecast chart
• Manage Your Subscriptions
• Add, update, and track all your subscriptions in one place
• See a complete history of each subscription’s renewal timeline
• Quickly renew subscriptions or cancel them as needed
• Search for subscriptions by client name, service type, or status
• Stay Informed
• Receive automatic renewal reminders before, on, and after renewal dates
• Choose from multiple email templates
• Set up multiple reminder schedules and track reminder history
• Manually send reminders via Excel import when needed
• Invalid email addresses are flagged so you know who might miss a reminder
• Customization & Control
• Choose which fields to display and which are required
• Assign custom approver groups (not limited to just site owners)
  Set your default currency
• Customize header titles and navigation tabs
• Configure your own email reminder templates
• Perfect For
• Managing contract and subscription renewals
• Tracking renewal costs and overdue amounts
• Coordinating approvals across your organization
• Ensuring no renewals slip through the cracks