SaaS renewal review template
A copyable keep, cancel, consolidate or renegotiate review template grounded in payment-history evidence.
How to use it
Copy, assign owners, then attach real evidence.
A checklist is useful only if each item has an owner and a verifiable state. Do not mark an item complete because a tool returned a green badge.
- [ ] Authorised spend export and date range confirmed - [ ] Recurring merchants and cadence grouped - [ ] Owner/business purpose added for material subscriptions - [ ] Keep/cancel/consolidate/renegotiate decision assigned - [ ] Contract/cancellation rights verified before action - [ ] Realised savings tracked separately from identified opportunity
Checklist
What complete should mean.
Authorised spend export and date range confirmed
Recurring merchants and cadence grouped
Owner/business purpose added for material subscriptions
Keep/cancel/consolidate/renegotiate decision assigned
Contract/cancellation rights verified before action
Realised savings tracked separately from identified opportunity
The template is an operating aid, not certification.
Use the checklist to structure evidence, ownership and review. It does not replace the authoritative system, regulator, specialist audit, legal advice or professional judgement that may apply to the underlying job.
- No bank integration or automatic cancellation
- Payment history does not prove seat utilisation or cancellation rights
- No guarantee of realised savings, vendor refunds or contract outcomes