Create a Renewal Proposal in Five Easy Steps

Select the Renewal proposal type, upload account context and prior contracts, configure renewal terms, generate the draft, then edit and export. Five steps from existing account data to a polished renewal proposal.

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See the proposal builder

Pick the proposal type, upload your files, add the missing context, and make a first draft in one place.

Gixo proposal builder showing proposal type selection, file upload, and draft controls.
Proposal type selection, file upload, context notes, and draft controls in one view.
5 Steps to Draft
Auto Value Recap Section
Terms Renewal Pricing
PDF DOCX Export

Five Steps to a Renewal Proposal

1
Select the Renewal proposal type

Open the proposal creator and choose Renewal from the proposal type selector. This tells Gixo to generate a structure focused on renewal-specific sections — value delivered, usage summary, what has changed, renewed terms, and expansion opportunities — rather than a net-new sales proposal.

2
Upload account context and prior contracts

Upload the existing contract, account reviews, usage reports, support tickets, and any expansion discussions. Gixo reads these files to understand what the customer purchased, how they used it, and what changed during the current term. This context drives the value recap and renewal justification sections.

3
Configure renewal terms

Specify the proposed renewal duration, pricing changes, any new products or services being added, and terms you want to adjust from the prior contract. Gixo uses these inputs to generate a renewal proposal that clearly articulates what is staying the same, what is changing, and why.

4
Generate the renewal proposal draft

Click generate and Gixo produces a structured renewal proposal with an executive summary, value delivered recap, usage highlights, renewal terms and pricing, expansion recommendations, and updated contract details. All sections reference your uploaded account context for specificity.

5
Edit and export

Review and refine each section in the editor. Use inline AI to strengthen the value recap, adjust pricing language, or expand on expansion recommendations. Export to PDF for formal presentation or DOCX for collaborative review with the account team before sending to the customer.

Frequently Asked Questions

What does Gixo include in the value delivered section?
The value delivered section recaps what the customer achieved during the current contract term. Gixo generates this from uploaded account reviews, usage reports, and support history. It highlights adoption metrics, outcomes realized, and milestones reached — giving the customer a clear picture of ROI before presenting renewal terms.
Can I include expansion or upsell recommendations?
Yes. When you configure renewal terms, you can specify additional products, services, or tiers to recommend. Gixo generates an expansion section that positions these additions in the context of the customer's current usage and needs, making the upsell feel like a natural next step rather than a disconnected pitch.
How does Gixo handle price changes in renewals?
You specify any pricing adjustments — increases, decreases, or restructured tiers — in the configuration step. Gixo generates renewal pricing language that contextualizes the change. If you are increasing prices, the AI frames the increase alongside the value delivered. If you are offering a discount, it highlights the savings.
What account documents should I upload?
Upload the current contract, quarterly business reviews, usage or adoption reports, support ticket summaries, any expansion or amendment discussions, and internal account notes. The more account history you provide, the more specific and persuasive the renewal proposal will be. Uploading is free — only generation consumes credits.
Is this different from using the Sales proposal type?
Yes. The Renewal type generates sections specific to existing customer relationships — value recap, usage analysis, what has changed, and updated terms. The Sales type is designed for net-new prospects and focuses on problem-solution positioning, competitive differentiation, and initial pricing. Use Renewal when the customer is already under contract.
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Create Your Renewal Proposal Now

Upload account context and prior contracts. Configure renewal terms. Generate a proposal that recaps value and presents updated terms. Export to PDF or DOCX.

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