PDF download
SaaS Renewal Review Checklist
Use this checklist 30, 60, or 90 days before renewal so the business can decide whether to renew, cancel, replace, or evaluate a SaaS tool.
Download checklist01
Renewal basics
- Confirm renewal date, cancellation deadline, billing frequency, and annual cost.
- Identify the business owner, billing contact, and vendor contact.
02
Usage and value
- Review active users, seat count, duplicates, critical workflows, integrations, and API dependencies.
- Confirm whether the tool is still needed and who approves the decision.
03
Decision path
- Choose renew, cancel, replace, or evaluate.
- Assign a decision owner and due date.
- Record the final decision for the next renewal cycle.
FAQ
Checklist questions
When should SaaS renewals be reviewed?
Review high-value and critical tools 90 days out, then confirm decisions again at 60 and 30 days before renewal or cancellation deadline.
What is the difference between renewal date and cancellation deadline?
The renewal date is when the contract renews. The cancellation deadline is the last date you can prevent or change that renewal.
Who should own a SaaS renewal?
A business owner should own the decision, with finance or procurement supporting cost, billing, and contract context.