Configure a Product for Auto-Renewal
For Delivery Date and Issue-Based product types, you can enable auto-renewing line items. This feature allows users to build a proposal with a single line item that will then automatically renew based on specified criteria.
Before you can begin using this feature, you must configure your product for auto-renewal.
Complete these steps to configure your product:
- Access your products by clicking Products using the left-hand navigation menu.
- Click on the Delivery Date or Issue-Based product that you wish to enable auto-renewals for.
- Click the Edit button to display the product's properties.
- Click the Allow Auto-Renewal toggle switch to configure this product for auto-renewals.
- Click the Update button to save your changes.