The Summary Tab is your central repository for every subscription in your Sastrify stack. It consolidates pricing, products, renewal terms, and vendor contact information into a single, easily accessible view—eliminating the need to dig through PDFs during renewals or audits. 

Each Summary Tab includes Subscription Details, which store core contract information such as value, products, and renewal terms. Say goodbye to manual data entry: Contract AI automatically extracts key details from your legal documents, ensuring your platform always reflects your actual contracts.

SaaS Renewal Best Practice: To find the renewal terms, refer to essential documents like subscription contracts, order forms, and occasionally invoices. Suppliers have different languages in their terms and conditions. Work with your legal team to review these and figure out when tools renew, if there are auto-renewals, and the cancellation notice periods.

Automatically add/update subscription details using Contract AI

Manual data entry is a thing of the past. Contract AI automatically extracts data from your legal documents, ensuring your platform is always aligned with your actual contracts.

How to use Contract AI:

1. Go to Inventory > Suppliers & Products > Subscriptions Tab, and click on a specific subscription.

2. In the Subscription Details tile, click “Upload Contract” or drag and drop your contract into the designated upload area.

3. Select a legible PDF. The AI takes 1–3 minutes to analyze the document.

4. Contract AI will process the PDF to extract: contract start and end dates, contract value, renewal frequency, and line item details (product name, quantity, list price, and discounts, if applicable)

5. A verification banner will appear. Click Review to see a side-by-side view of your PDF and the extracted data.

6. Check the Contract and Products tabs. You can manually edit any field if the document's formatting was unique.

7. Click Save Changes to populate the tab.

Best Practices for Uploading Contracts

File Format: Use clear, high-resolution PDF documents. 
Recency: Always upload the most recent contract, especially after a renewal. 
Review: Validate extracted data and make manual adjustments as needed.

Manually edit subscription details 

For subscriptions without a PDF, or for quick adjustments, you can manage details manually by clicking the “Edit Details” button in the upper-right corner of the tile.

Add or update information, then click “Save Changes” to store your entries.

• Contract Level: Define start/end dates, renewal frequency, and cancellation periods.

• Product Level: List individual services or licenses. Sastrify automatically calculates totals based on quantity and list price.

• Auto-Calculations: Enter a discount as a percentage or flat amount, and Sastrify will instantly compute the corresponding values.

Add/update additional information

The Additional Information section helps you track the extra elements of your SaaS subscriptions.

By default, this section includes input fields to specify whether you buy direct or through a reseller, along with space to store supplier contact details. You can also add and save more fields using custom fields to capture additional information as needed. 

To add or update additional information:

1. Click the "Add" or "Edit" button. 
2. Update the supplier details.
3. Use the custom field to store and track any additional information by defining a custom label and its corresponding value. You can add a maximum of four custom fields. 
4. Complete and save your entries by clicking the "Save Changes" button.

When you create and save a custom field for one subscription, it automatically appears in the Additional Information section of all subscriptions in your stack. This ensures consistent tracking of key details—like vendor type or internal classifications—without the need to repeat the same process to cover your entire stack.

Any custom fields you add will also be available as columns in your subscription list with the Inventory page. You can display them by clicking the “Show/Hide Columns” icon and enabling the toggles for the column names, which will appear exactly as you specified when creating the custom fields.

To prevent accidental data loss, only your Sastrify admins can delete custom fields.

Frequently Asked Questions

Please refer to the Contract AI & Subscription Details FAQ page for a complete list of frequently asked questions.