The renewal is already in the pipeline.Created the day the first Order is released.

Lead-to-Renewal in Kugamon starts on the day the New Order is released: a Renewal Opportunity is created with a future close date, a renewal notice goes out 120–90 days before the Contract End Date, a Renewal Order is generated and optionally emailed 60–30 days out with the price uplift applied, and releasing that Order extends the Contract and creates the next Renewal Opportunity. Expansions co-term to the same Contract. Cancellations keep the record for churn reporting.

What happens at each step

Automated renewal opportunities and orders

The Renewal Opportunity is a standard Opportunity with the Renewal record type, so it sits in the pipeline, the forecast and every report a sales leader already runs. It is created on release of the New Order for any order with a renewable service line, at the stage the admin set in Kugamon Settings, with the renewable lines as Opportunity Products. The Contract keeps a Current Renewal Opportunity link that is updated every time a Renewal Order is processed, so nobody has to find it.

Three scheduled jobs do the rest, created from the Subscription Automation button and recommended to run hourly. The Contract Renewal Notice job emails the buying contact when the Contract's notice date arrives — set by default 90 days before expiry and typically sent 120–90 days out. The Renewal Order Generation job creates the Renewal Order from the current Renewal Opportunity typically 60–30 days before the end date, and emails it if the Contract's Auto Email Renewal Order control is on. The Subscription Active Check keeps every subscription's active flag current, and creating it is what turns Subscription Management on. A rep who would rather work the renewal by hand uses Generate Quote and Generate Order from the Renewal Opportunity, in the same configurator as any other deal.

Renewal notices and price uplifts

The notice email and the renewal order email are Classic email templates in the Kugamon Email Templates folder, with organization name, buying contact and rep signature filled automatically; duplicate them before editing. Both are sent to the Contract's buying contact, which follows the last Order, so a change of contact on the Order updates who gets the notice.

Uplifts are set once and applied per account. The Renewal Price Uplift Percent in Kugamon Settings defaults onto each account's Additional Account Info record, where it can be overridden for a customer with a negotiated cap, and flows from there to the Renewal Opportunity. Products flagged Uplift Renewal Price have their sales price adjusted by that percent; products without the flag renew flat. A Renewal Product lookup lets a service renew onto a different product, which is how a legacy plan moves customers to the current one at renewal without a manual rebuild.

Co-terming and expansions

Mid-term growth is an Expansion — an Opportunity, Quote and Order with the Expansion record type, started from the Contract or from the Manage Contract view on the Account. Related Contract information is required, and in Add Lines the rep can pick from the Contract's existing Assets and Subscriptions and honor the original purchase price with one click. Kugamon co-terms and prorates every added line to the Contract End Date, and releasing the Expansion Order updates the Contract and the Renewal Opportunity so the renewal already reflects the larger footprint. The co-terming glossary entry defines the term; the amendments, proration and co-terming article works through the arithmetic.

Cancellations

Cancelling a Subscription sets it to Cancelled and, if it was set to renew, removes it from the Renewal Opportunity. Cancelling a Contract deactivates its active Subscriptions and closes the Renewal Opportunity as lost. In both cases the Subscription lines stay in place with their status rather than being deleted, so churn is a report you can run by month, product and account. The Extend Contract on Renewal setting decides whether a renewal pushes out the original Contract's end date or creates a new one.

When Kugamon is not the right choice

If your renewals are priced from metered usage that has to be rated first, Zuora has the rating engine and Kugamon does not. If renewing means renegotiating the contract document — redlines, clause libraries, counter-signature workflows — Conga's contract lifecycle management is the deeper tool, and Kugamon's contract management covers the Contract object, its roll-ups and its renewals rather than the negotiation. And if you sell one-time products with nothing to renew, this workflow does not apply; stop at Lead-to-Bill.

For a subscription business on Salesforce, this workflow is the Subscription Management edition at $95 per user per month, and the automate renewals article is the practical setup guide.