What you'll see:

• 1.Rep Dashboard — Expiring contracts, renewal metrics, activity feed
• 2.Contract Detail — Equipment list, coverage details, renewal history
• 3.Send Renewal — Configure terms, preview email, send to customer
• 4.Customer Portal — Review offer, compare options, request changes
• 5.Self-Service Checkout — Select term, enter payment, e-sign
• 6.Confirmation — Rep sees successful renewal with details