Renew contracts

Once you have recorded contract details for some or all of your apps, you can use 1Password SaaS Manager (formerly Trelica) to manage renewals. 

To view the contracts that are coming to the end of their term, either sort the Contracts list by the End date column or switch to the calendar view using the toggle at the top-right of the Contracts page  .

The calendar view displays the notice deadline for each contract by default. If you have not specified a notice period from the contract Details tab, the deadline is set based on the default notice period. You can customize fields for contracts, add categories, and update renewal settings by navigating to Settings > Contracts from your SaaS Manager dashboard.

Enable renewal notifications

You can send notifications when contracts are due for renewal via email or Slack. Go to Settings > Notifications and enable the Renewals notification. 

By default, notifications are sent to the contract owner and the app owner (if different). Edit the recipient list to select different app roles (such as the IT admin role or a custom app role) or specific individuals. If a user belongs to multiple roles, only one notification (of each type) is sent.

By default, email notifications are sent from the noreply@trelica.com email address. To send email notifications from an email address that belongs to your organization, set up a new sender in SaaS Manager and update your DNS records. For more information, see Sending email from your own domain.

Renew a contract

If you are importing contract details from a procurement management system, the new contract is imported automatically and marked for review. When reviewing a contract or creating a new contract manually, use the Related tab to identify the previous contract.

Next steps

Once you have imported accurate spend and contract data for your managed apps, you can compare contractual commitments to actual spend, compare entitlements to actual app usage, and configure workflows to optimize license app license allocations automatically.