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• User Activity Log
  • Quick Filter
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  • Filtering by Activity Type or Activity
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  • Eligibility Criteria
  • Filter Options for the Download Center
  • Downloading Set-up Files for Eligible Active Products
  • Viewing Set-up Files for Non-registered Products
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  • Filter Options for the Notification Center
  • Quick Filter
  • Notification Types
  • Interpreting the Notification Center Table
  • Sorting the Notification Center Table
• Download Signatures
• NFR Services
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  • Quick Filter
  • Applying NFR Services
  • Viewing NFR Request History
  • Sorting the NFR Services Table
• Renewal Manager
  • Options for the Renewal Manager
  • Quick Filter
  • Interpreting the Renewal Manager Table
  • Viewing Quote - Activities, and Notes
    • Adding Quote Notes
    • Sorting the Table Data
  • Switching between the Reseller and Program Managed
  • Exporting the Table Data
  • Viewing the Quote Details
    • Emailing the Quote
    • Exporting the Quote Table
    • Searching the Quote Table
    • Printing the Quote
    • Adding or Removing the Auto Renew Option
    • Adding the Services to the Quote
    • Removing the Services from the Quote
    • Splitting the Quote
    • Declining the Quote
    • Requesting the Change in Quote
  • Checking out the Quote
    • Saving the Quote
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    • Azure-SAML Metadata URL
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    • Azure-OpenID Manual Configuration Information
    • Okta-SAML Metadata URL
    • Okta-SAML Manual Configuration Information
    • Okta-OpenID Metadata URL
    • Okta-OpenID Manual Configuration Information
• SonicWall Support
  • About This Document

Renewal Manager

The Renewal Manager generates the quotes for the products which are due to expire in next 180 days. From the Renewal Manager, you can quickly identify the status of the quote with color of the status text.

The generated quote gets updated dynamically if any product of the quote is renewed, or cancelled through other channels.

From the Renewal Manager table, you can:

• Filter, refresh, and export the quote details.
• Switch between Reseller Managed, and Program Managed
• View quote activity, and quote notes.
• View active, pending, and expired quotes from the Opportunity tab.
• View Booked, and Cancelled quotes from the respective tabs.

Default page:

The Renewal Manager page shows the Opportunity tab with list of quotes generated for the products which are due to expire in next 180 days.

• Options for the Renewal Manager
• Quick Filter
• Interpreting the Renewal Manager Table
• Viewing Quote - Activities, and Notes
• Switching between the Reseller and Program Managed
• Sorting the Table Data
• Exporting the Table Data
• Viewing the Quote Details
• Checking out the Quote