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ZenContract November-2022

  • Updated

ZenContract November-2022

Improvements

  • ConnectWise Renewals: We applied renewals functionalities to ConnectWise integrated organizations that were existing for Autotask integrated organizations.
    • Renewals are turned on or off at a User-Group level. Admin users can grant permission in the Group settings.
    • If you have renewals permissions, you will see a Renewals navigation button in the application's main menu. This has two options; Renewals Dashboard and Renewals Settings.
    • The Renewals Dashboard has a chart showing the number of Connectwise Agreements; Expired, Ending less than 30 days, Ending between 30-90 days, Ending over 90 days, Renewal In Progress and No End Date.
    • The Renewals Dashboard has cards showing the number of ConnectWise Agreements; Ready to renew, In Progress and Current.
    • The Renewals Dashboard has a table showing details about the agreements for each company.
    • To create a renewal, go to the Ready to Renew tab of the Renewals dashboard table. Select a company, then the contract you want to renew. Select a contact, enter the contract name, start and end date, and then click Create Renewal. This takes you to the Renewal Workflow, which has three steps.
    • Step 1: Notify the contact their agreement is due for renewal. The default email for notifying the contact is set in the Renewals Settings.
    • Step 2: Create a ZenContract with the renewal agreement information and send it to the contact.
    • Step 3: Once the ZenContract is accepted, create the new ConnectWise Agreement and close the Renewal Workflow in ZenContract.
  • Preview Template: Users no longer need to create a contract to see how a template looks. They can preview a template from the templates page or when creating a contract and selecting a template.
  • Text Editor: We added Spell Check and Thesaurus to the text editor. Go to the Proofing tab in the text editor to use these functionalities.
  • Contract Data: We added an update function to contracts created using the Autotask integration. When you click on a Draft contract, the latest Contact and Company information with be fetched from Autotask.
  • SharePoint: Add the permission Sites.ReadWrite.All to your Azure app to allow Communication Sites to be selected from the SharePoint dropdown.

 

Fixes

  • Automate Autotask Contracts: Customers received the user confirmation email.
  • Delete Sections: Users could not delete sections.
  • Microsoft: We fixed conflicts when logged into both Microsoft SSO and Microsoft Office 365.
  • Template Builder: We identified that users could not copy/paste the email content from one template builder settings to another. It would cause an error for the customer viewing the contract. Instead, you can click the code icon "</>" and copy/paste the code from one template builder settings to another.
  • Billing Details: We removed the outdated "Change Plan" button.
  • Contract Wizard: Improved loading speed at certain stages of the contract creation process.
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