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ZenContract February-2023

  • Updated

ZenContract February-2023

Improvements

  • Automate ConnectWise Agreements: automatically create agreements in ConnectWise when a ZenContract is accepted. The template builder settings has a toggle labelled Automate ConnectWise Agreements. When a contract using a template with Automate ConnectWise Agreements turned on is accepted, an agreement is automatically created in ConnectWise with the details from ZenContract. The details include; additions, billing amount, company and contact information, and more.
  • ConnectWise Renewals Pricing: ConnectWise additions from the original agreement are automatically added to the pricing section in the ZenContract renewal.
  • ConnectWise Renewals Dashboard: View a contract's billing cycle and amount (the sum of additions plus the billing amount) from the ZenContract renewals dashboard.
  • ConnectWise Renewals Workflow: We improved the Create Renewal process for ConnectWise-integrated users. Data entered into the Create Renewal modal, e.g., contract name, start date, and end date, are pre-populated when creating the ZenContract in Step 2 of the Renewals Workflow.
  • ConnectWise Agreements: Two new fields were added to the Template Builder settings to enable a contract to be classed as a ConnectWise Agreement. Users can select an Agreement Type and Billing Cycle per template.
  • ConnectWise Start and End Dates: When a contract is created using a template with a ConnectWise Agreement type, start and end dates can be added. We also allow agreements to have no end date.
  • ConnectWise Products: Inactive products from the ConnectWise Product Catelog are no longer shown in ZenContract.

 

Fixes

  • ConnectWise Opportunities: Opportunity names with over 50 characters in length threw an error. We increased the max character length to 250.
  • ConnectWise Opportunities: ConnectWise users must add the "Add" and "Edit" permissions to their security role to use the Opportunities functions. Please see our updated knowledgebase article for step-by-step guidance.
  • Contract Dashboard: The contract dashboard was timing out for organizations with a large number of contracts. We improved the data table query and significantly reduced the load time.
  • Deleted Users: Contracts created by deleted users throw an error when attempting to view the contract. Our support team can manually reassign these contracts until a permanent reassignment function is built in a future sprint.
  • Date Format: Organizations with no date format setting would see an error when creating a contract with a start and end date.
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