SaaS Annual Contract Renewal Intake Form

SaaS Annual Contract Renewal Intake Form — Form Fields

This sales template includes 12 fields. Collect renewal preferences and contract details from SaaS customers approaching their annual renewal date. Free to customize and use on ZenBuild.

• Company Name (text, required)
• Primary Contact Name (text, required)
• Contact Email Address (email, required)
• Current Contract ID (text, required)
• Current Plan Tier (dropdown selection, required) — options: Starter, Professional, Enterprise, Custom
• Current Annual Contract Value ($) (number, required)
• Renewal Decision (dropdown selection, required) — options: Renew as-is, Upgrade plan, Downgrade plan, Cancel
• Preferred Payment Terms (dropdown selection, required) — options: Annual upfront, Quarterly, Monthly
• Requested Changes or Add-ons (long text, optional)
• Decision Maker Name (text, optional)
• How likely are you to renew? (1-5) (dropdown selection, optional) — options: 1 - Very unlikely, 2 - Unlikely, 3 - Neutral, 4 - Likely, 5 - Very likely
• Additional Comments (long text, optional)