Renewal workflows can now have steps before the "Create renewal proposal" step, and after rejecting the "Create renewal proposal" step.
Some example use cases
- Add a form step before creating the proposal to gather information that helps the team decide if a renewal is worthwhile.
- Add an off-boarding step to handle vendor notification, data migration etc when not renewing.
How
- After the trigger step, you can now click the plus button to insert steps between the trigger and the "Create Renewal Proposal" step to add a new step.
- Similarly, on declining a renewal at the "Create renewal proposal" step, you can add additional steps afterwords.
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