Answer a renewal quote request

Renewal quotes often go to a buyer who needs a number for approval. A fast, clear quote with the renewal date keeps the account on track.

Last reviewed October 14, 2026

Confirm the plan and term

Check what they have today and the renewal date before quoting.

Put the total, billing period and what it includes in the first lines.

If the price or plan changed, say so and why, with the effective date.

Offer a PDF quote or a company name and tax details field.

Say how long the quote holds and what happens if it lapses.

For larger accounts, invite questions before they decide.

If your policy allows it, offer a longer term at today's price and say so clearly.

Quote the lower seat count and note what changes.

It can draft the reply. Prices should come from your pricing page or billing system.

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