What TermUp is built for
TermUp helps you track recurring vendor agreements, software subscriptions, and service contracts before a renewal or cancellation deadline sneaks up on you.
The best first workflow is simple: upload a contract, review the extracted details, assign the right people or teams, and let reminders keep you ahead of deadlines.
Your first five steps
- Upload a PDF or image from the Upload page.
- Review the AI extraction and confirm dates, price, vendor, and renewal terms on the review screen.
- Save the document into the Documents workspace.
- Assign owners or teams so the right people receive reminders.
- Check the Dashboard for urgency, calendar timing, and pending review items.
What to configure early
- Invite teammates from Settings if more than one person needs visibility.
- Set your reminder timing and timezone in Settings.
- Add categories, service types, and payment methods in Settings if you want cleaner reporting.
- Connect Google Drive, Dropbox, or Google Calendar in Settings if those workflows matter to your team.