Summary
The Vendor Renewals view on the Dashboard helps procurement and legal teams track contract renewals, surface auto-renewal deadlines, and avoid missed notice periods on buy-side vendor agreements. This article goes over how to use the Vendor Renewals dashboard in Ironclad, including:
- Activating the dashboard for your company
- Extracting renewal data from contracts with AI
- Customizing your view and filters
Prerequisites
| Features |
Dashboard |
| Permissions |
|
Activate the Vendor Renewals View on the Dashboard
The Vendor Renewals view is available by default in the Repository sidebar menu. The first time you open the view, they'll see an activation screen with two paths:
- Quick activate: Available to any user. Populates the dashboard immediately using your existing contract metadata. Best for getting started fast or testing the dashboard before committing to a full AI extraction.
- Start advanced extraction: Available to Company Admins only. Uses AI to scan across all of your contracts and extract renewal-related properties. Once complete, the Vendor Renewals view on the Dashboard surfaces every contract that should be there, and not just the ones with pre-existing metadata.
Non-admins can ask their Company Admin to run advanced extraction on their contracts.
Note:
Using Quick activate uses the metadata that's already in your contracts. Contracts missing an expiration date or renewal opt-out date won't appear, and the Business Relationship: Vendor filter is removed by default, so non-vendor contracts may also appear. Advanced extraction uses AI to fill in missing renewal data across your entire repository, and to correctly tag vendor contracts so the default filter works as intended.
To quickly populate the Vendor Renewals view:
- In your Dashboard, select Vendor Renewals from the sidebar menu.
- Click Quick activate.
After activation, you have the option to reach out to your admin to run advanced extraction for full coverage data extraction.
Run Advanced Extraction for the Vendor Renewals View
To run advanced extraction on the Vendor Renewals view for users:
- Sign in to Ironclad as a Company Admin.
- In your Dashboard, select Vendor Renewals from the sidebar menu.
On the activation screen, click Start advanced extraction.
- Click Extract metadata.
You'll receive an email notification when the job completes.
Note:
If some records fail to process, you can download the CSV file to inspect the error codes and retry the extraction.
Enable Continuous Extraction for New Contracts
Continuous extraction automatically pulls renewal properties from contracts when workflows are archived. This allows new contracts to flow into the Dashboard without manually re-running them.
To enable continuous extraction:
- Sign in to Ironclad as a Company Admin and click your profile icon in the top right corner.
- Select Company Settings from the dropdown menu.
- Click Ironclad AI.
- Under AI Features, toggle on the Auto-extract renewal properties setting.
Once enabled, any newly archived contracts will automatically have their renewal terms extracted. You can toggle this setting off at any time to pause metadata extraction on renewal properties.
Tip:
Run advanced extraction first to backfill renewal data on existing contracts, then enable continuous extraction so new contracts stay current going forward.
Advanced Extraction: Renewal Properties
These are the properties that will be extracted when you run an advanced extraction for your Vendor Renewals view.
| Property | Type | Description |
|---|---|---|
| Annual Contract Value | Monetary | The annualized cost of the agreement. Useful for prioritizing high-impact renewals. |
| Business Relationship | Text | Identifies whether a contract is a vendor (buy-side) or customer (sell-side) agreement. |
| Contract Value | Monetary | Total value of the contract over its full term. May differ from Annual Contract Value for multi-year agreements. |
| Counterparty Name | Text | The vendor or customer named in the agreement. |
| Effective Date | Date | The date the contract takes effect. |
| Expiration Date | Date | The date the contract ends. |
| Initial Term Length | Duration | The length of the original (pre-renewal) contract term. |
| Renewal Opt Out Date | Date | The deadline by which notice must be given to prevent auto-renewal. |
| Renewal Opt Out Period | Duration | The notice window before expiration during which a customer can opt out of renewal. |
| Renewal Type | Text | How the contract renews (for example, automatically or manually). |
Add and Remove Columns in the Vendor Renewals View
The Vendor Renewals view is fully customizable per user, and any changes you make won't affect anyone else's view.
You can add or remove columns to surface the data you want to prioritize.
There are two ways to add columns:
By clicking Add column (plus icon) at the end of the column header row, and selecting a column from the dropdown list.
Click any column header and select Manage columns from the dropdown menu. From there, you can drag and reorder the columns you want to keep.
Vendor Renewals View: Default Columns
| Vendor Renewals Column | Description |
|---|---|
| Counterparty | The vendor or customer named in the contract (extracted from the Counterparty Name property). |
| Name | The contract record name. |
| Contract Timeline | A color-coded indicator showing how close the contract is to its opt-out or expiration deadline. |
| Renewal Brief | Click the button in this column to open the AI-generated Renewal Brief. |
| Days to Opt Out | The number of days remaining until the Renewal Opt Out Date. |
| Expiration Date | The date the contract ends. |
| Renewal Opt Out Date | The deadline by which notice must be given to prevent auto-renewal. |
| Contract Value | The total cost of the contract over its full initial term. |
| Intent to Renew | The team's renewal decision:
This column can be edited inline. |
| Initial Term Length | The length of the original (pre-renewal) contract term. |
| Owner | The internal stakeholder responsible for the contract. |
| Business Criticality | A team-assigned label indicating how critical the contract is to operations. |
| Annual Contract Value | The annualized cost of the agreement. |
Contract Timeline
The Contract Timeline column on the Vendor Renewals view shows a color-coded indicator of how close each contract is to its renewal deadline. It's designed for quick visual triage, and helps identify urgent renewals at a glance without parsing individual dates.
The Contract Timeline uses three colors to signal urgency:
| Color | Days Until Deadline |
|---|---|
| Red | Less than 30 Days |
| Yellow | 30-45 Days |
| Black | Over 45 Days |
Renewal Brief
Enable/Access: Starting May 15, 2026 through July 1, 2026, the Renewal Agent will be available as a free, uncapped trial for all Editions customers. After July 1, 2026, using the Renewal Agent will require AI Credits.
The Renewal Brief is an AI-generated report organized into four sections, each surfacing the kind of context that's most useful for a renewal decision:
| Section | Description |
|---|---|
| Contract Summary | A concise overview of the agreement and the key terms that govern it. |
| Business Owner Identification | The internal stakeholder who owns the vendor relationship. The person to contact for renewal feedback or approvals. |
| Cost Savings Analysis | This section surfaces commercial terms that affect the cost of the renewal. Examples of what may appear:
|
| Vendor Health Research | Provides high-level signals about the vendor's market position and operational health. The kinds of flags that may surface include:
|
You can click the Renewal Brief button next to a record to view the brief. Your team can access the Renewal Brief feature once you enable the Renewal Agent under Company Settings.
To enable the Renewal Agent:
- Click your profile picture in the top right corner and select Company Settings from the dropdown menu.
- Click Ironclad AI in the left sidebar menu.
- Under the Ironclad Agents section, toggle on the Renewal Agent setting.
After reviewing a brief, you can launch a renewal workflow directly from the Renewal Brief panel without leaving the Dashboard or copying contract details into a new workflow form.
Use the workflow launch action in the brief panel to start the renewal process and continue with your standard renewal workflow from there.
Notes:
- After advanced extraction completes, it may take up to a day for your Renewal Briefs to populate across all your contracts. If a brief isn't yet available for a particular contract, check back at your next triage cycle.
- Accessing the Renewal Brief is currently free and does not draw down against your AI credit balance.
Filter Contracts in the Vendor Renewals View
The Vendor Renewals view in the Dashboard comes pre-configured with filters that focus on buy-side contracts approaching renewal. You can modify the default filters, add your own, or remove them. Like the column headers, changing your filters won't affect anyone else's view.
The Vendor Renewals view comes with two default filters applied:
| Filter | Default Value | Description |
|---|---|---|
| Business Relationship | Vendor | Filters view to display only vendor (buy-side) contracts. Note: This Business Relationship filter relies on data populated by advanced extraction. If advanced extraction hasn't been run, this property may be missing from contracts, and could be filtered out. |
| Expiration Date / Renewal Opt Out Date | Within 90 Days | Shows contracts where either the Expiration Date or Renewal Opt Out date falls within the next 90 days. |
However, you have the ability to change the timeframes, or add and remove any of the default filters.
You can access filters in the Vendor Renewals view by selecting the Filters chip in the search bar.
Clicking the Filters chip in the search bar lets you select from:
Quick filter chips: Click a chip below the search bar to add or edit that specific inline filter. When you select quick filter chips, you can click Save in the chips bar to preserve your preferences.
Advanced filters: Click Advanced to open the full filter editor with all active filters displayed.
Note:
Contracts missing both the Expiration Date and Renewal Opt Out Date won't appear in the Vendor Renewals view, since the default filters require at least one of the two dates to be within 90 days. If a contract you expect to see is missing, ask your Company Admin to run advanced extraction so AI can fill any missing renewal data.
Vendor Renewals View: Add Filters
You can filter the view by any property, including AI-extracted properties such as Annual Contract Value, Renewal Type, and Counterparty Name.
To add a filter:
- In your Vendor Renewals view, click the Filters chip in the search bar.
- Select Advanced.
- Add your condition(s), and select your values or operators.
- Click Add filter.
- Click Add filter from the dropdown list, or Add filter group if you want to group filters to nest conditions.
Your view will update automatically. To remove an entire filter row, you can click the Remove Condition icon (trash can) to the right of the filter row.
Note:
You can duplicate views and create different versions to preserve specific configurations of filters and columns. Select the More options icon (vertical ellipsis) next to the name of the view in the left sidebar menu, and select Duplicate view.
Vendor Renewals View: Advanced Mode Filters
For complex filter expressions, toggle Advanced mode on at the bottom of the filter editor. Advanced mode lets you write filter conditions as formulas using the fx syntax. The advanced mode is useful for referencing other properties or expressing conditions the standard filter UI can't capture.