TABLE OF CONTENTS


The Pavis Integration in Equinox Corporate+ (EC+) automatically tracks the renewal process for all patents, trademarks, and designs.


Once a renewal is paid through Pavis, EC+ updates your records (status and price), attaches the official payment receipt, and prepares the next renewal cycle.


Everything runs automatically in the background — you don’t have to manually send or update anything.



Step 1 – A Month Before Renewal


About one month before the renewal due date, EC+ automatically requests a status update from Pavis.


If the request is successful, the renewal record is updated with:

  • The latest payment status

    • If the payment is still in progress → Renewal stays as In Progress.

    • If the payment is complete → Renewal switches to Completed, and the receipt is attached.

    • If Pavis returns an error → Renewal becomes Pavis Error (and a Pavis Request log is created).

  • Any updated due dates or payment information from Pavis.

  • A new Pavis Request record is created for audit tracking.


EC+ will continue requesting status updates from Pavis until the payment has been completed.



Step 2 – Receiving Final Costs and Receipt


When the payment has been completed in Pavis:

  • The renewal status changes to Completed.

  • The final cost information (total price, currency, service fees, etc.) is saved in the renewal record.

  • The official payment receipt (PDF) is downloaded from Pavis (if available, depending on the country) and attached in two places:

    • Under the Renewal record in Salesforce Files

    • Under the related Case (Patent, Trademark, or Design) files section





Step 3 – Starting the Next Renewal Cycle


Once the renewal is complete, EC+ prepares for the next renewal cycle automatically by creating a new renewal record.


When the Cloning Happens

A weekly automation checks for:

  • Renewals with status = Completed or Paid (and the due date has passed)

  • The asset status is still In Force (meaning the IP right is active)

  • The “isCloned” flag = false


When these conditions are met:

  1. A new renewal record is created for the next renewal.

  2. The old renewal is marked as cloned (isCloned = true).

  3. The new renewal is sent to Pavis to retrieve due date and price information (see Retrieval of due date and price information).

  4. The new renewal is set to

    • Not Open for Renewal for single order until the next renewal cycle begins.

    • Set to Renew for standing order until the next renewal cycle begins.