Renewal alerts for MSPs:
how the tools compare
XClause, ContractSafe and Renewtrak: what each one tracks, how its renewal alerts work, and what it costs, from each vendor's own site.
XClause is contract lifecycle software for MSPs in the United States. It sends renewal reminders on each signed agreement at the 90, 60, 30, 15 and 7 day marks you choose, builds SOWs whose monthly total adds itself up as you add managed units, and drafts the invoice from a signed SOW. Plans start at $99.99 a month, and every plan starts with a 7-day free trial.
Key takeaways
- Renewal reminders come with every XClause plan, Starter at $99.99 a month included. You pick the timing on each agreement (any mix of 90, 60, 30, 15 and 7 days before it renews) and whether they go to your team, the client, or both.
- On Pro ($199 a month, or $1,910 a year), XClause connects to ConnectWise PSA, Autotask, HaloPSA and SuperOps, and sends invoices to QuickBooks Online, Xero and FreshBooks, with payment status read back from all three.
- An illustration, not a customer figure: 2 unbilled hours per technician per week at $150 an hour is $15,600 a year per technician, or $78,000 for a team of five. A renewal is where that work gets priced back in.
Which contract tool is best for MSP renewal alerts on recurring agreements?
It depends on whose renewals you are tracking. XClause tracks the client agreements you sell, ContractSafe tracks dates in any contract you upload, and Renewtrak runs renewals for vendors selling to their customers.
| Tool | Built for | Renewal alerts | Published price |
|---|---|---|---|
| XClause | The client agreements an MSP sells: MSAs and SOWs, signed and invoiced in one place | Per agreement, at any mix of 90, 60, 30, 15 and 7 days, to your team, the client or both | From $99.99/mo; Pro $199/mo. 7-day free trial |
| ContractSafe | Contract management "for companies of all sizes", for any contract you upload | "30, 60, 90 days out or whenever you choose, to whoever needs to act on them" | Starting at $450/mo, based on features and contract volume. 7-day free trial |
| Renewtrak | Vendors selling renewals to their own customers: quotes, reminders and checkout | "Automated Renewal Reminders"; timing not stated on its site | Free for the first 50 renewal opportunities, then $500/mo for up to 100; Plus from $1,000/mo |
ContractSafe and Renewtrak details are from contractsafe.com and renewtrak.com as of October 26, 2026. Prices change, so check each vendor's site.
PandaDoc is compared in detail on the XClause vs PandaDoc page. Renewly is not in the table: we could not find a website of its own to check, and we do not describe products from third-party listings.
How do renewal reminders work in XClause?
Each signed agreement carries its own schedule. Pick any mix of 90, 60, 30, 15 and 7 days before the renewal or end date, and choose who hears about it: your team (the default), the client, or both. XClause checks once a day and sends each reminder once, when its mark is reached. NDAs and the Declination of Services never renew, so they are skipped.
To see everything due at once, open the contracts list. Every agreement shows its renewal or end date, and the Expiring soon filter brings up the ones due in the next 60 days.
Can XClause price a recurring renewal before it lapses?
Yes. Each SOW sets how its rates rise every year: the higher of CPI or 5% unless you pick a fixed percentage, no increase, or your own clause, and the client signs that wording. Before the renewal you can turn the signed SOW into a new version with new rates and send it for signature. XClause does not raise invoice amounts on its own.
Does XClause generate invoices from signed agreements?
Yes, from a signed SOW. One action drafts the invoice, one line per managed unit at the agreed counts and rates, or it is created at the last signature if you switch that on. It is emailed only with auto-send on, and both start off. Mark it recurring and XClause drafts the next one each period. The signed-contract invoicing page has the full walkthrough.
What contract templates does XClause include for MSP onboarding?
Four contract templates: an MSA, a SOW that doubles as the SLA (support hours, response times and escalation are fields in it), an NDA, and a Declination of Services and Risk Assessment. There is no DPA template. Independent MSP attorneys draft the XClause template library and keep revising it, so the language you start from is maintained rather than written once and left alone. You build from the live library rather than a copy issued at signup, so a revision reaches the next agreement you build. Agreements you have already signed stay exactly as signed.
A separate library of more than 30 client-facing policies and checklists, an acceptable use policy among them, comes with every plan too. For a specific deal, have your own attorney review the draft PDF before it goes out.
“Versioned agreements and statements of work, along with suggested clauses, mean my contract work finally moves with the rest of my stack.”
How does XClause compare to standalone e-signature tools for renewals?
The difference is what happens after the signature. In XClause the signed agreement is the record your renewal reminders and invoices run from, so nothing is re-entered. Signing is built in on every plan, and XClause records when the agreement was created, sent, viewed and signed, with each signer's name, email, IP address and how they were verified.
The executed PDF carries a certificate of completion, and its SHA-256 hash is stored so a later copy can be checked against it. The e-sign consent disclosure signers see states that there is no fee for withdrawing consent.
How quickly can an MSP set up recurring renewal alerts in XClause?
Reminders are live as soon as a signed agreement with a renewal or end date is saved. The quickest start is the paper you already have: upload a signed MSA or SOW (PDF, DOCX or TXT, one at a time) and confirm the dates XClause reads from it. If you get stuck, support answers new requests within one business day.
Which records each connector moves, and in which direction, is on the PSA and RMM integrations page. For MSPs, the whole platform is on the XClause for MSPs page.
XClause is contract lifecycle software, not a law firm. Templates are a starting point, not legal advice. Have your own counsel review documents for your jurisdiction.
Frequently asked questions
XClause is built by Dylan Conkle, who has spent 17 years working with MSPs in SaaS, and it serves MSPs across the United States. To ask about your own renewals, call (469) 213-3019 or use the contact page. More answers are on the XClause FAQ.
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