Salesforce Lease Renewal Agreement Template for Real Estate
Auto-generate Lease Renewal Agreements directly from Salesforce - landlord and tenant details, updated rent terms, and renewed lease period populated automatically from your Salesforce records.
Generate up to 100 documents for free.
Get the full template
Enter your email to receive the complete Lease Renewal Agreement Word template - ready to customize and use immediately.
Open & customize in Word
Open your template in Word, add branding, adjust content, and insert merge fields from the 360 InstantDocs Word add-in panel.
Merge live Salesforce data
Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.
Generate from Salesforce
Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.
About this Salesforce Lease Renewal Agreement Template
This Salesforce lease renewal agreement template is purpose-built for Real Estate teams and property managers that need to generate accurate, professionally structured renewal agreements directly from Salesforce records, without manually re-entering tenant details or recalculating rent adjustments by hand.
When connected to 360 InstantDocs for Salesforce real estate document automation, every field, from revised monthly rent to renewed lease dates, populates automatically from your live Salesforce data.
When to use this template
- Generating a lease renewal when an existing tenancy record in Salesforce approaches its lease end date and the tenant has confirmed intent to renew
- Rent review cycles where a revised monthly rent and increase percentage have been approved and stored on the Salesforce tenancy record
- Multi-property renewal cycles where a portfolio of leases expires around the same period and renewal agreements need to reflect each unit's updated terms
- Property management agencies processing renewals in bulk from a Salesforce list view filtered by upcoming lease end dates
- Long-term tenant retention programs where consistent renewal terms and updated deposit adjustments need to be documented for compliance
Customizing this Salesforce lease renewal agreement template
Open the template. Adjust the updated tenancy terms to reflect any revised house rules, pet policies, or maintenance responsibilities, set your standard rent escalation formula for calculating the revised rent, and add other details and apply your agency or property management company branding.
Leave all {placeholder} fields exactly as-is, 360 InstantDocs maps these to your Salesforce fields automatically.
Use cases & Salesforce integrations
Auto-generate renewal agreement as lease end date approaches
When a tenancy record's lease end date in Salesforce falls within a defined renewal window, 360 InstantDocs triggers Salesforce real estate document automation, automatically generating a fully populated renewal agreement.
Trigger renewal generation via Salesforce Flow on date-based conditions
Configure a Salesforce Flow that automatically generates and sends a lease renewal agreement a set number of days before the lease end date field on the custom tenancy object, giving tenants advance notice without manual tracking.
Bulk renewal generation for portfolio-wide rent reviews
Select all tenancy records due for renewal within a given quarter from a Salesforce list view and generate personalized renewal agreements, each reflecting its own revised rent and terms, in a single bulk action.
Rent Reviews Shouldn't Mean Redrafting Every Lease Manually
360 InstantDocs pulls tenant details, previous rent, and revised terms straight from Salesforce, so every renewal agreement is accurate and ready to send.
- Free trial – up to 100 documents
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
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