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The Pavis Integration in Equinox Corporate+ automatically tracks the renewal process for all patents, trademarks, and designs.
Once a renewal is paid through Pavis, the system 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, Equinox automatically performs a Pavis History Check.

What Happens:

  • The system looks for renewals where the renewal date is less than one month away.

  • It calls the Pavis API to check the latest renewal status and payment progress.

  • This is done through the History Request.

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 linked.

    • 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.




Step 2 – Receiving Final Costs and Receipt

When the payment has been completed in Pavis, Equinox receives a final History Response.

What Happens Automatically:

  • 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 and attached automatically in two places:

    • Under the Renewal record in Salesforce Files

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

? You can open the renewal record and check the Files related list to view or download the receipt.



The renewal status is updated to Completed and final price information is updated





Viewing Your Final Receipt

To see the final receipt:

  1. Open the Renewal record in Equinox.

  2. Access the Receipt tab and access the files. 

  3. Look for the attached receipt PDF (it includes the official Pavis reference).

  4. You can also find the same file under the related case record.




Step 3 – Renewal Cloning Process


Once the renewal is complete, the system prepares for the next renewal cycle automatically by cloning the completed renewal record.

When the Cloning Happens

A weekly background job runs that looks 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 year.

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

  3. A budget call is sent to Pavis to estimate the next annuity fee.

  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.