ZenContract October-2022
Improvements
- Automate Autotask Contracts: Users can turn on "Automate Autotask Contract" in the Template Builder - Workflow Rules for Recurring Service templates. When a contract gets accepted, if Automate Autotask Contract is turned on, an Autotask Contract will be created automatically, using data from the ZenContract. Users will also receive an email with details about the Autotask Contract.
- MSP Marketplace: Users can preview, add (free), and buy pre-built templates from our new Marketplace page. Access the page by clicking the Marketplace button in the blue banner of the application.
- Signature Load Time: The load time after accepting a contract was up to a minute for large contracts. We reduced this time to 2-5 seconds.
- ConnectWise Contact Search: Users are notified when selecting a contact with missing data, e.g., email or company.
- ConnectWise Integration Settings: Improvements to the form wording.
- Font: Added Banana Grotesk
Fixes
- User-Defined Prompts: The modal to enter text was not showing for some users.
- View Contract: Users could not sign a contract if they clicked the Proceed button before the page was loaded. The Proceed button is now rendered after the entire page is loaded.
- Groups: Creating a non-admin group threw an error on the Users and Groups page.
- Contract Dashboard: Some ConnectWise users saw an error on the Contract Dashboard if they created a contract for a contact with no last name.
- Template Visible To: This feature would not filter out templates that users did not have access to.
- Contract Wizard: When creating a contract, selecting a template, and clicking the "Next" button, it would take +20 seconds to load the next page. We added a loading spinner to inform users it is processing. In November, we are working to reduce the load time.
- Microsoft Office 365: Added user-friendly error messages.
- Billing: Adding a new card threw an error.