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ZenContract December-2022 & January-2023

  • Updated

ZenContract December-2022 & January-2023

Improvements

  • ConnectWise Opportunities: Users can now create a ConnectWise opportunity from ZenContract or link an opportunity from ConnectWise into ZenContract.
    • To create a ConnectWise Opportunity from ZenContract, create a contract and get to the "Build Contract" tab. You will see a button titled "Create ConnectWise Opportunity". Enter the required information in the pop-up and click Create Opportunity. This will immediately create an opportunity in ConnectWise and link it with ZenContract.
    • To link an existing ConnectWise opportunity with ZenContract, create a contract and get to the "Build Contract" tab. You will see a button titled "Link ConnectWise Opportunity". Enter the required information in the pop-up and click Link Opportunity. 
    • When a ConnectWise opportunity is created from or linked with ZenContract, some pricing updates in ZenContract will be reflected in ConnectWise. For example, changing the quantity of a line item in ZenContract will update the quantity in Connectwise.
    • When a ConnectWise opportunity is created from or linked with ZenContract. Once a contract is sent, there is an "Open ConnectWise Opportunity" button on the Contract Details page. Clicking this button opens the ConnectWise opportunity in a new browser tab.
  • Pricing Tables: We improved the user interface of the editable pricing tables for ConnectWise-integrated users and the pricing bundles table for Autotask-integrated users. Users who view the pricing tables on a small screen can now see at least 7 digits in each pricing cell.
  • Pricing Tables From Column: ConnectWise integrated users will see a "From" column on the right-hand side of their editable pricing table user interface. This column shows if a line item was inserted from ConnectWise or by clicking "Insert manual line item".
  • Show me how: We removed the "show me how" guide from our application as some pages showed inaccurate information and required large amounts of upkeep. Since deciding to remove this from our application, we have improved our people processes and are always on hand to assist at support@zencontract.com. 
  • Autotask Renewals: For Autotask integrated users, Step 3 of the renewal workflow was simplified. This step informs the user that they need to create a contract in Autotask manually if "Automate Autotask Contracts" is turned off.
  • Renewal User Guide: Removed pop-up notifications for users who have not completed the user guide.

 

Fixes

  • Autotask Zone: Users in certain zones (locations) could not access some Autotask data.
  • Preview: Previewing a template did not show headers, footers or multiple instances of system prompts.
  • Renewals: Creating a renewal contract and assigning it to a newly created contact caused an error.
  • Automate Autotask Contracts: Contracts were not automatically created in Autotask for users in certain zones (locations).
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