ZenContract September-2022

Improvements

Term Tracking: Autotask integrated users can track a contract's start and end date. There are two contract types to choose from in the Template Builder settings; One-Time and Recurring Service. One-Time is used for quotes or contracts that do not repeat. Recurring Service is used for contracts that have a start and end date and intend to be renewed at the end of the term. When creating a contract using a recurring service template, the user is required to add a start and end date. This data is recorded and shown on the contract's details page.
Text Editor: Improved user interface, image quality, and text quality.
PDF Viewer: Improved user interface, image quality, and text quality.
Signatures: Users can upload an image of their signature.
Contact DDI: Non-integrated users can now use the Contact DDI system prompt.
Template Builder: User interface improvements to the Template Builder - Workflow Rules page.
Contract Details: User interface improvements to the Contract Details page.
Onboarding Wizard: Consolidated onboarding wizard themes.

Fixes

Optional Pricing: We fixed multiple issues for users who send contracts with optional pricing.
Customers Page: Non-integrated users are now directed to the new version of the Customers page.
Connectwise Integration: Masked private integration key.
Contract Load Time: Contracts over 50MB did not load, and the page would become unresponsive. We improved the PDF viewer's architecture to allow for larger contracts.