Managing Qualtrics Renewals
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About Managing Qualtrics Renewals
This page contains information on what to expect and how to manage your subscription renewal. Here you’ll find information on renewal timelines, the renewal process, and more. For information on managing other financial interactions with Qualtrics, see Payment, Billing, & Renewals.
Qtip: We recommend reviewing your specific Qualtrics agreement for terms related to your renewal, including any notice periods for changes or non-renewal.
Understanding Renewal Timelines
As your current subscription term approaches its end, Qualtrics will reach out to discuss your renewal.
Renewals involving a direct continuation of your current services are managed by a Qualtrics Renewals Specialist from the Account Services team. More complex renewals, or renewals involving a change to your current services, will likely be managed by your Account Executive.
The Renewal Process
You can expect the following steps as part of the renewal process.
Changing Your Subscription
Renewals are an ideal time to assess if your current Qualtrics package still meets the needs of your organization. The following changes can be made to your subscription during the renewal process:
- Adding Products, Features, or Users: If you are interested in expanding your use of Qualtrics by adding new products, specific features, or increasing user counts, please discuss these needs with your Account Executive. They can provide guidance on the best solutions and update your renewal proposal.
- Adjusting or Downgrading Your Subscription: If your needs have changed and you are considering a downgrade or adjustment to your current services, please raise this during your renewal discussion. Depending on the nature of your subscription and the changes requested, your Account Executive or a Renewals Specialist will guide you through the available options.
Contacting Qualtrics with Renewal Questions
If you have questions about your renewal that are not covered on this page, see below for where to go for more information.
- For Specific Renewal Questions: If you have questions directly related to an ongoing renewal discussion, please use the contact information of the Account Executive or the Qualtrics Renewals Specialist who has already reached out to you.
- For General Account & Administrative Support: For other administrative or account-related support inquiries, submit a request for assistance through the Customer Success Hub.
For any other questions regarding your license or subscription not covered here, please contact your Account Team.
Qtip: If you need to find your Account Executive or their contact information, follow the steps in Contacting Your Account Executive and Technical Success Manager.
FAQs
Who should I contact if I have questions about my renewal quote?
Who should I contact if I have questions about my renewal quote?
What if our organization's primary contact for renewals has changed?
What if our organization's primary contact for renewals has changed?
Please inform your Account Executive or the Renewals Specialist handling your renewal as soon as possible so your records can be updated. You can also request updates to your billing information within the My License section of the Customer Success Hub.
How do I confirm my renewal?
How do I confirm my renewal?
If your contract requires active confirmation (e.g., a mutual agreement renewal clause) or if you are requesting changes to your license, you will typically receive an order form or renewal agreement that requires your signature. In some scenarios, Qualtrics can accept a purchase order (PO) in place of new signatures. Your Qualtrics representative will guide you through this process. We may require your confirmation (in writing, a signed order form, or a PO) to move forward with processing the renewal. You can also indicate whether or not you intend to renew online and update your information, using the Customer Success Hub.
How do I confirm my renewal if my contract mentions auto-renewal?
How do I confirm my renewal if my contract mentions auto-renewal?
For a renewal proceeding without changes to your existing services, your subscription will automatically renew according to the terms and notice period specified in your contract (standard auto-renewal language is often included, but terms can vary). Generally, no action is required from you to continue your service if you wish for it to auto-renew as is. You can expect to receive your renewal invoice approximately 30 days before your current contract term expires. If you wish to make changes or discuss your auto-renewal, it is important to contact your Account Executive or the Account Services team within the timeframe stipulated in your contract's notice period. You can also update billing contacts, billing addresses, PO numbers (if applicable), and additional billing instructions related to your renewal in the Customer Success Hub.
How do I get a copy of my contract?
How do I get a copy of my contract?
What happens after I confirm my renewal (or after it auto-renews)?
What happens after I confirm my renewal (or after it auto-renews)?
What do I do if I have additional questions or notice an error on my renewal invoice?
What do I do if I have additional questions or notice an error on my renewal invoice?
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