Contract Renewal Form — shared by the community
Rachel O. shared this 32-question build with 5 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use contracts & agreements form for small teams who need a reliable intake process: 32 questions, 4 pages, 5 conditional rules.
- Shared by
- Rachel O. · Events coordinator
- Questions
- 32
- Replies
- 23
- Copies taken
- 368
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Live preview and test console
This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.
Page 1 of 4 — The contract
Every question on this page is currently visible.
Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Contract Renewal Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in contracts & agreements.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 32 questions across 4 screens.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 17 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It accepts a document or photo upload as evidence.
- It records a signature you can keep as proof of agreement.
- It pins the request to a specific date.
- It captures a numeric value you can filter and sort on.
- Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Contract Renewal Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 5 conditional rules ship with it.
- Features advanced show logic: if “Renewal decision” is Renew with changes, the form dynamically exposes “What changes are you seeking?”. Otherwise that question never appears.
- Features conditional validation: if “Renewal decision” is Do not renew, “Exit and transition plan” becomes mandatory before the form can be sent.
- Features conditional validation: if “Renewal decision” is Renew as-is, “New end date” becomes mandatory before the form can be sent.
- Features conditional validation: if “Were there service issues during the term?” is Yes, “Describe the issues and whether they were resolved” becomes mandatory before the form can be sent.
- Features conditional validation: if “Has the price changed for the new term?” is Yes, “New contract value” becomes mandatory before the form can be sent.
- All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — The contract
- Contract referencerequired
- Counterparty namerequired
- Contract typerequired
- Current annual value
- Currencyrequired
- Current start date
- Current end daterequired
- Notice deadlinerequired
- Contract ownerrequired
Page 2 — Performance review
- Did the counterparty meet the agreed service levels?required
- Were there service issues during the term?required
- Describe the issues and whether they were resolved
- Value for moneyrequired
- What was contracted versus what was actually used?
- Are there outstanding credits or disputes?required
- Notes from the business owner
Page 3 — Decision
- Renewal decisionrequired
- What changes are you seeking?
- New start date
- New end date
- New term length
- Has the price changed for the new term?required
- New contract value
- Exit and transition plan
Page 4 — Approval and notice
- Approved byrequired
- Date approved
- Has notice been served?required
- Date notice served
- Where is the signed renewal stored?
- Agreementrequired
- Approver signaturerequired
- Attach the renewal or notice document
Conditional logic in this build
- When “Renewal decision” is Renew with changes, show “What changes are you seeking?”.
- When “Renewal decision” is Do not renew, require “Exit and transition plan”.
- When “Renewal decision” is Renew as-is, require “New end date”.
- When “Were there service issues during the term?” is Yes, require “Describe the issues and whether they were resolved”.
- When “Has the price changed for the new term?” is Yes, require “New contract value”.
Questions about this shared form
Why record the notice deadline?
It is the date that decides whether you still have a choice. Capturing it as a date lets you sort submissions by what expires next.
Does it handle short extensions?
Yes — a short-term extension is one of the decision options, with its own new start and end dates.
What if we are not renewing?
Choosing not to renew makes the exit and transition plan required, so the ending is planned rather than assumed.
Can it cover both customers and suppliers?
The contract-type question covers customer, supplier, licence and lease agreements in the same review.
Is the Contract Renewal Form template free to use?
Yes. You can preview and test Contract Renewal Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Contract Renewal Form template ask for?
It asks 32 questions across 4 pages, 17 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Contract Renewal Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this contracts & agreements form work?
5 conditional rules ship with the template: Features advanced show logic: if “Renewal decision” is Renew with changes, the form dynamically exposes “What changes are you seeking?”. Otherwise that question never appears. Features conditional validation: if “Renewal decision” is Do not renew, “Exit and transition plan” becomes mandatory before the form can be sent. Features conditional validation: if “Renewal decision” is Renew as-is, “New end date” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the Contract Renewal Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Contract Renewal Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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