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Renewal Notices

Stay ahead of renewals with timely, personalized notices that keep clients engaged and revenue on track. Gutenburg automatically generates and delivers renewal communications using accurate, up-to-date data—eliminating manual outreach and ensuring nothing slips through the cracks. Each notice is clear, consistent, and tailored to the client, making it easy to act quickly and continue the relationship without disruption. The result: higher retention rates, smoother renewals, and a more proactive client experience.

Step 1: Build a Template

Point. Click. Done. The Gutenburg editor is built for ease of use. It is end-user friendly and removes the headache from template building.

Screenshot of the Gutenburg template builder.

Step 2: Click a Button

One click and a PDF is created. No more copy-paste, no more leaving Salesforce. Gutenburg eliminates the manual effort from the equation.

Screenshot of a Salesforce record containing a Gutenburg button.

Step 3: Deliver Notice

Send the notice via email. Gutenburg is compatible with Salesforce email templates, ensuring end-to-end branding.

Screenshot of the Salesforce email widget with a Gutenburg PDF attached.

Optional Enhancement:

Automate notices completely so that they are instantly produced, linked, and routed. Powered by timing-based rules, notices are delivered right on time, every time.

Screenshot of a Flow with the Gutenburg component embedded.

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