Frequently Asked Questions
Find quick answers to common questions about Renewly.
General
What is Renewly?
Renewly is a vendor contract renewal tracking platform that automatically extracts renewal dates, notice windows, and auto-renewal clauses from your vendor contracts. We help businesses never miss a vendor renewal deadline by providing automated alerts and proactive tracking.
What file formats do you support?
We support PDF files up to 10MB in size. For best results, upload contracts with clear, machine-readable text rather than scanned images. If you have a DOCX contract, save it as PDF (File → Save As → PDF) before uploading for faster extraction.
How many contracts can I upload?
Free users can upload up to 5 contracts. Pro users get unlimited uploads and extractions.
Contract Extraction
How accurate is the extraction?
Our extraction has a 99%+ success rate across diverse contract types. We use advanced document analysis with multi-model validation to ensure high confidence scores (typically 88%+).
How long does extraction take?
Most contracts are processed in under 10 seconds. Complex or longer contracts may take up to 30 seconds. You will see real-time progress updates during extraction.
What information is extracted?
We extract: party names and contact information, effective/expiration/renewal dates, contract term (duration), payment schedule and amounts, contract value, identified risks with severity ratings, and key clauses and terms.
Can I edit the extracted information?
Yes! All extracted data can be manually edited. If the extraction makes a mistake or misses something, you have full control to correct or add information.
What if extraction fails?
If extraction fails, you can retry the process or contact support. Common causes include scanned/image-based PDFs, corrupted files, or unsupported contract types. We are continuously improving our extraction accuracy.
Calendar Sync
Can I sync contract renewals to my calendar?
Yes! Connect your Google Calendar or Microsoft Outlook calendar in Settings. All renewal dates will automatically sync to your calendar with reminders at 30, 60, and 90 days before renewal.
Which calendars are supported?
We support Google Calendar and Microsoft Outlook Calendar. You can connect one or both to sync all your renewal dates automatically.
Will calendar sync work with existing contracts?
Yes! When you first connect a calendar, all existing contract renewal dates will be synced automatically. New contracts are synced instantly after upload.
What happens if I disconnect my calendar?
When you disconnect, all Renewly-created calendar events will be removed from your calendar. Your contracts in Renewly are not affected—only the calendar integration is disconnected.
Is my calendar data secure?
Yes. Your calendar access tokens are encrypted using AES-256-GCM encryption. We only create/update/delete renewal events—we never read your existing calendar data or access other calendars.
Renewal Alerts
When do I receive renewal alerts?
You receive email notifications at 30 days, 60 days, and 90 days before a contract renewal date. Alerts are sent automatically based on the extracted renewal date. You can also sync renewal dates to your calendar for additional reminders.
Can I customize alert timing?
Currently, email alerts are sent at 30, 60, and 90 days before renewal. Custom alert schedules will be available in a future update for Pro users. For more flexibility, connect your calendar to set custom reminder times.
What if I do not want renewal alerts for a specific contract?
You can disable alerts for individual contracts in the contract details page, or delete the contract if you no longer need it tracked.
Pricing & Billing
How much does Renewly cost?
We offer a free plan with 5 contracts and limited features. Pro plans start at $99/month (or $990/year) with unlimited contracts, advanced features, and priority support.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. You will continue to have access until the end of your billing period. We offer full refunds within 14 days of purchase.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express, Discover) through our payment processor, Stripe.
Do you offer discounts for annual plans?
Yes! Annual plans save you 17% compared to monthly billing ($990/year vs $1,188/year monthly).
Security & Privacy
Is my contract data secure?
Yes. We use industry-standard encryption (AES-256) for data at rest and TLS 1.3 for data in transit. All files are stored securely on Supabase with row-level security policies ensuring you can only access your own data.
Who can see my contracts?
Only you and your team members. Personal contracts are isolated with row-level security — only you can access them. Organization contracts are visible to all members of that organization based on their role (admins can edit, viewers can only read). Even Renewly staff cannot access your contracts without explicit permission for support purposes.
Do you train models on my contracts?
No. We do not use your contract data to train models. Your data is processed for extraction only and remains private.
Can I delete my data?
Yes. You can delete individual contracts at any time, or request full account deletion which permanently removes all your data within 30 days.
Are you GDPR compliant?
Yes. We are GDPR compliant and respect your data privacy rights including the right to access, correct, and delete your data.
Troubleshooting
Why is my PDF upload failing?
Common causes: file size over 10MB, corrupted PDF, or scanned image-based PDF. Try reducing file size, re-saving the PDF, or converting scanned PDFs to text-based PDFs using OCR.
Extraction shows low confidence - what should I do?
Review and manually edit the extracted data. Low confidence (below 60%) means the system was not certain about the information. Check the original document and correct any errors.
I am not receiving renewal alerts - why?
Check: 1) Your email preferences in Account Settings, 2) Spam/junk folder, 3) That the contract has a future renewal date, 4) That alerts are not disabled for that contract.
Can I upload contracts in other languages?
Currently, we primarily support English contracts. Multi-language support is planned for future updates.
Features
Can I organize contracts with tags?
Yes! You can add custom tags to any contract to organize by vendor, department, contract type, or any category you choose.
Can I export my contract data?
Yes! Pro users can export contracts to CSV format. Select specific contracts or export all at once. The CSV includes all key fields like party names, dates, values, tags, and risk information.
How do I filter contracts?
Use the advanced filtering system to filter by status (active, expiring soon, expired), risk level (low, medium, high), auto-renewal status, date ranges, contract value ranges, and "requires review" flag. Combine multiple filters for precise results. Active filters display as chips above the contract list.
What do the colored badges mean?
Contracts display color-coded expiration badges: Red = expired, Amber = expiring within 30 days (urgent), Gray = expiring in 30+ days. Additional badges show status (Active, Expiring Soon, Expired), auto-renewal, and "Requires Review" flags.
Do you have a mobile app?
Not yet. Renewly is currently web-only but fully responsive on mobile browsers. Native mobile apps are on our roadmap.
Can multiple people access the same account?
Yes! Create an organization to collaborate with your team. Invite members by email and assign roles: admins have full access to manage contracts, invite members, and change settings; viewers have read-only access. When you join an organization, it becomes your workspace — all contracts are shared across the team. Free users can create 1 team with up to 3 members. Pro users get unlimited teams and members.
Is Renewly accessible for keyboard and screen reader users?
Yes! Renewly meets WCAG 2.1 Level AA accessibility standards. All features are keyboard-accessible with visible focus indicators. We support screen readers with semantic HTML, ARIA labels, and live regions. View our Keyboard Shortcuts page for navigation tips.
API & Integrations
How do I get API access?
Go to Settings → API Keys and create a new key. Your API key is shown once — save it securely. Use the X-API-Key header to authenticate requests. See the full documentation at /docs/api.
What can I do with the API?
The API currently supports read-only operations: list your contracts, get contract details with extracted data, and export contracts to CSV. Write operations are coming soon.
Is there a rate limit?
Yes. The API is rate limited to 60 requests per minute per API key. Export operations are limited to 10 per hour. If you hit the limit, wait and retry.
Are API keys secure?
Yes. API keys are hashed with SHA-256 before storage — we never store the plaintext key. Keys can be revoked instantly and you can set expiration dates. Each key is scoped to your account only.
Can team members use the API?
Each user manages their own API keys. API keys provide access to all contracts you can see — including your personal contracts and any organization contracts where you are a member.
What is the Insights API?
The Insights API (GET /api/v1/insights) returns portfolio-level insights including renewal patterns, vendor consolidation opportunities, and spend anomalies. Each insight has a type, severity, title, description, and actionable recommendation. Filter by status (active, dismissed, resolved) or type.
Teams & Organizations
How do I create a team?
Click the organization switcher in the sidebar and select "Create Team". Give your team a name and it will be created instantly. You become the admin automatically. Free users can create 1 team, Pro users get unlimited teams.
How do I invite team members?
Go to Settings → Team, then click "Invite Member". Enter their email address and choose a role (admin or viewer). They will receive an invitation email valid for 7 days. If they already have a Renewly account, they can accept directly. New users can sign up through the invitation link.
What is the difference between admin and viewer roles?
Admins have full access: they can upload and edit contracts, invite and manage members, change roles, and update team settings. Viewers have read-only access: they can view contracts, analytics, and tags but cannot make changes.
What happens when I join a team?
When you join an organization, it becomes your workspace. All contracts in the organization are visible to you based on your role. Your personal workspace is no longer available while you are a member of an organization — the organization is your workspace.
Can I be in multiple teams?
Yes, you can be a member of multiple organizations. Use the organization switcher in the sidebar to switch between them. Each organization has its own contracts, members, and settings.
How many members can I invite?
Free tier organizations can have up to 3 members. Pro tier organizations have no member limit.
Can I move contracts between my personal account and a team?
You can move contracts from your personal workspace to an organization. However, moving contracts from an organization to a personal workspace is not allowed for data security reasons.
What happens if I leave a team?
You can leave a team at any time from Team Settings. You will lose access to the organization's contracts. If you are the last admin, you must assign another admin before leaving. If you have no other organization memberships, your personal workspace will be restored.
Analytics & Insights
What is the Analytics dashboard?
The Analytics dashboard (Pro feature) provides comprehensive portfolio insights including Portfolio Health Score, Value at Risk metrics, vendor analysis, tag distribution, contract trends, and risk severity tracking. It requires at least 3 completed contracts.
How is the Portfolio Health Score calculated?
The Health Score (0-100) is calculated using four factors: risk distribution (40%), expiration proximity (30%), extraction completeness (20%), and auto-renewal liability (10%). Scores of 90+ are excellent, 75-89 are good, 60-74 are fair, and below 60 needs attention.
What does Value at Risk (VAR) mean?
VAR represents the total dollar amount of contracts requiring attention due to upcoming renewals (within 90 days), high-severity risks, auto-renewal clauses, or expired status. It helps you forecast upcoming contract expenses and prioritize reviews.
Why cannot I see the Analytics page?
Analytics requires: 1) A Pro subscription, 2) At least 3 contracts with completed extraction, and 3) Valid data (contracts must have renewal dates and values). Upgrade to Pro and upload more contracts to unlock Analytics.
How do I improve my Portfolio Health Score?
To improve your score: 1) Address high-risk contracts, 2) Take action on renewals 90+ days before expiration, 3) Complete missing data fields, 4) Review auto-renewal contracts, and 5) Add consistent tags for better organization.
What is the difference between tag analytics and vendor analysis?
Tag analytics shows how contracts are distributed across YOUR custom categories (departments, types, priorities). Vendor analysis specifically tracks spending and contract counts BY VENDOR (party names), helping identify consolidation opportunities and vendor concentration.
What are Portfolio Insights?
Portfolio Insights are automatic analyses that surface patterns in your contract portfolio. They detect renewal timing clusters (multiple contracts renewing in the same period), vendor concentration risks (too much spend with one vendor), spend anomalies, and auto-renewal liability exposure. Each insight includes an actionable recommendation.
How are insights generated?
Insights run automatically when your portfolio changes — new contracts uploaded, extractions completed, or status changes. Five analyzers run in parallel: renewal timing, vendor consolidation, spend anomaly detection, auto-renewal liability, and risk trending. Results appear on your dashboard.
Two-Factor Authentication
How do I enable 2FA?
Go to Account Settings → Security → Enable Two-Factor Authentication. Scan the QR code with your authenticator app, enter the 6-digit code to verify, then download your recovery codes and store them securely.
What authenticator apps are supported?
Any TOTP-compatible authenticator app works, including: Microsoft Authenticator, Google Authenticator, Authy, 1Password, and Bitwarden. We recommend apps that support cloud backup for easier device transfers.
What are recovery codes and where do I find them?
Recovery codes are 10 one-time backup codes you can use to access your account if you lose your authenticator app. You receive them when enabling 2FA. Download and store them securely—each code can only be used once.
I lost my authenticator app - how do I recover my account?
Use one of your recovery codes to log in. After logging in, go to Settings to disable 2FA and re-enable it with your new authenticator app. If you lost your recovery codes too, contact support for account recovery assistance.
Can I disable 2FA?
Yes. Go to Account Settings → Security → Disable Two-Factor Authentication. You will need to enter your password and a current 6-digit code from your authenticator app to confirm.
Bulk Operations
How do I select multiple contracts?
Pro users can select contracts using checkboxes next to each contract. Use "Select All" in the table header to select all visible contracts, or Shift+Click to select a range. The toolbar shows how many contracts are selected.
Can I delete multiple contracts at once?
Yes (Pro feature). Select contracts using checkboxes, click "Delete Selected" in the toolbar, review the confirmation modal, type "DELETE" to confirm, then click "Delete Contracts". This action is permanent and cannot be undone.
How do I apply tags to multiple contracts?
Select contracts using checkboxes, click "Add Tags" in the toolbar, enter or select tags, then click "Apply". The new tags will be added to all selected contracts while preserving existing tags.
How do I export contracts to CSV?
Pro users can export by clicking "Export to CSV" (exports all contracts) or select specific contracts and click "Export Selected to CSV". The CSV includes party names, dates, payment terms, values, tags, status, and risk severity.
Contract Review
What is the contract review queue?
The review queue shows contracts that have been extracted but need human verification. Contracts appear here when extraction confidence is below the threshold or when specific fields need confirmation. Review and approve or reject each contract.
What happens when I reject a contract?
Rejecting a contract marks it for re-extraction. You can provide feedback on what was incorrect, and the system will re-process the document with adjusted parameters. The original extraction is preserved for reference.
Can I edit extracted data without rejecting?
Yes. You can directly edit any extracted field on the contract detail page without going through the review queue. Edits are saved immediately and override the extracted values.
Still have questions?
Cannot find the answer you are looking for? Our support team is here to help.
Contact Support