Free contract management template for Excel and Google Sheets
A simple spreadsheet for tracking contract renewals, notice periods and cancellation deadlines. Download the CSV, open it in Excel or Google Sheets, and start filling it in. No sign-up required.
Download the template
The file is a CSV with one row per agreement and two example rows you can delete. It opens directly in Excel, Google Sheets, Numbers and LibreOffice.
What each column is for
Keep the column order as it is: the last two columns are calculated from the ones before them.
| Counterparty | Who the agreement is with. |
|---|---|
| Agreement name | The title on the document, so you can find it again. |
| Owner | The person responsible for deciding to renew or cancel. |
| Start date | When the term began (YYYY-MM-DD keeps sorting correct). |
| Expiration date | When the current term ends. |
| Auto-renews | Yes or No. This is the column most spreadsheets forget. |
| Notice period | How much warning you must give, in days or calendar months. |
| Notice deadline | The last day to give notice: expiration date minus the notice period. |
| Reminder date | When you want to be warned. Usually 30 days before the notice deadline. |
| Document link | Where the signed copy lives. |
| Notes | Anything that changes the decision: price increases, caps, contacts. |
How to set it up
- Download the CSV and open it in Excel or Google Sheets, then save it as a normal spreadsheet file.
- Enter one row per agreement. Use the YYYY-MM-DD date format so sorting and date maths work.
- Fill in the notice period exactly as the contract words it, in days or in calendar months.
- Calculate the notice deadline by subtracting the notice period from the expiration date, then check the result against the contract wording.
- Sort by notice deadline, oldest first, so the next decision is always at the top.
- Put a calendar entry on each reminder date, because a spreadsheet cannot tell you anything by itself.
Work out a notice deadline
Counting calendar months backwards by hand is where most spreadsheet mistakes happen, especially at month ends. Use the free calculator, then paste the result into your sheet.
Where a spreadsheet stops helping
- It never tells you anything. Someone has to open it on the right day.
- Copy-pasted month arithmetic breaks at month ends, and 31 January minus one month is not obvious.
- When two people keep their own copy, both of them are out of date.
- There is no record of who checked a date, or which clause it came from.
When you want the sheet to warn you
PactOrbit keeps the same information as a register, calculates notice deadlines with month-end handling, and emails reminders ahead of each deadline. Every date is confirmed by a person before it is monitored. The Free plan covers a handful of agreements at no cost.