Generate and use a renewal brief

Overview

Early Access. Renewal briefs are available to eligible Procurement customers. You must be able to access the contract you want to prepare.

Renewal briefs help contract owners prepare for vendor renewals. Ramp gathers relevant renewal context from the contract, Ramp, and connected tools into one working document so you can spend less time searching and more time deciding and negotiating.

The brief is an agent-assisted working document, not only a static summary. Depending on the information available, it can bring together contract and commercial context, vendor conversations, meeting notes, and internal research to support your renewal work.

Prepare a contract for a renewal brief

The contract must already exist in Contracts before you can generate a brief. Review the contract record and attach relevant documents, such as the agreement, order form, master services agreement (MSA), or statement of work (SOW), when available.

You can also connect available sources while generating the brief. Connected sources can improve the context Ramp uses, but they are optional.

Information Ramp can use

Ramp can use the contract details and documents available in Ramp, along with Ramp spend and commercial history. It can also use context from sources that you connect and are authorized to access, such as Gmail, Granola, and Slack when they are available to your business.

The information in each brief depends on the context available for that contract. A brief may not include every type of insight or context.

Generate a renewal brief

Open the contract you want to prepare from Contracts, then select Generate renewal brief.

1. Under Build your brief, connect any available sources you want Ramp to consider.
2. Select Generate brief. If you do not connect a source, select Generate without sources.
3. Wait for Your renewal brief is ready to appear.
4. Select View or Review brief to open the renewal workspace.

Generation can take time. You can return to the contract page to check the status.

What a renewal brief may include

Actual content depends on the contract and available connected context. A renewal brief may include:

• Contract terms and timeline: Effective and end dates, notice deadlines, renewal mechanics, auto-renewal language, termination rights, important obligations, and unusual clauses.
• Commercial history: Contract value, pricing structure, line items, purchase orders, spend trends, prior terms, and previous commercial changes.
• Pricing context: Available internal or market comparisons and potential areas of overpayment. A brief does not guarantee a price benchmark.
• Product fit and usage signals: Available evidence about adoption, seats or usage, service quality, and whether the vendor is meeting your business's needs.
• Stakeholders and communications: Available vendor contacts, internal owners, decision-makers, recent conversations, meeting notes, sentiment, unresolved questions, and prior commitments from authorized sources.
• Risks and exceptions: Unfavorable terms, missed notice windows, price increases, unused capacity, non-standard clauses, operational concerns, or conflicting information.
• Negotiation opportunities: Available leverage, concessions to request, alternative positions, questions to resolve, suggested talk tracks, and areas for further research.
• Recommended next steps: Decisions needed, owners, follow-ups, supporting documents to collect, and actions to prepare for the renewal.
• Supporting evidence: Citations or links to source material when Ramp provides them.

The brief may not include every type of insight, connector data, or supporting evidence.

Research and refine a renewal brief with chat

Review supporting context and sources when they are present in the workspace. The document canvas is read-only during Early Access, but you can use the agent in chat to refine the renewal brief. Ask the agent to add, remove, rewrite, summarize, reorganize, or deepen sections of the brief.

Chat is also a research surface. Ask follow-up questions and request context from your authorized connected sources, rather than only discussing text already in the brief. For example, you can ask the agent to find a recent vendor conversation, summarize stakeholder sentiment, identify prior commitments, pull context from a meeting, or incorporate a document into the brief.

Select Connect sources in chat to add available sources while you are working. The brief can support your renewal-request workflow, but it does not automatically create or submit a renewal request.

Review proposals with Contract review

Contract review is a reusable set of review instructions that you can tailor to your business's preferred terms or review standards. The agent applies those instructions to the contract in the current renewal context.

To turn it on, open Contract review, then select Enable skill. You must be able to view Contract review and manage all contracts. Editing the Contract review instructions requires separate access. In renewal brief chat, ask the agent to use Contract review to review or grade a contract or proposal against those instructions. The agent can use a contract that you upload in chat or retrieve from email when available.

Troubleshoot renewal brief generation

No generation option

If you do not see Generate renewal brief, ask your Ramp Admin to confirm that your business is enrolled in the renewal brief Early Access and that you can view the contract. Confirm that the contract exists in Contracts.

Missing context or thin output

Verify the contract details and documents, then check that any connected sources are available and authorized. Add relevant documents or connect additional available sources to improve the available context. After a generation failure, select Retry generating renewal brief. To replace an existing brief, open it and select Regenerate.

Cannot use Contract review

Confirm that Contract review is enabled. If Enable skill is read-only, ask someone who can manage all contracts. If you cannot edit the instructions, ask someone who can manage Contract review instructions.

Frequently asked questions

Are connected sources required?

No. See Generate a renewal brief.

Can I edit the document directly?

No. The document surface is read-only during Early Access. Use chat to ask the agent to change or expand the renewal brief.

What happens if Ramp has limited context?

The brief reflects the information available for the contract and may contain fewer insights.