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ZenContract March-2023

  • Updated

ZenContract March-2023

Improvements

  • Signature Workflow: We made improvements to the signature workflow to make it simpler and more efficient for users and customers to sign. This included improved user and customer prompt modals, success modals, removing unnecessary steps or button clicks, and some back-end advancements to make the process a faster and better experience.
  • Start and End Date System Prompts: Autotask and ConnectWise integrated users can now add Start and End Dates to contracts. Firstly, add the Contract_StartDate and/or Contract_EndDate system prompt to a section, create a template with this section and set the Agreement Type to anything other than None. Then when creating a ZenContract, enter a Start Date and/or End Date into the fields to see them on the contract.
  • ConnectWise Billing Amount: ConnectWise integrated users can now add the Agreement Billing Amount to a contract. Firstly, add the Contract_BillingAmount system prompt to a section, create a template with this section and set the Agreement Type to anything other than None. Then when creating a ZenContract, enter a billing amount into the field to see it on the contract. If Automate ConnectWise Agreement is turned on for the template, the Billing Amount will be posted to the ConnectWise Agreement.
  • ConnectWise Opportunities Pricing: We made improvements to the ConnectWise Opportunities Pricing functions released in January. When a ConnectWise Opportunity is linked with a ZenContract, inserting, updating and deleting a product in ZenContract will reflect in the ConnectWise Opportunity instantly.
  • Contract Wizard: In the Contract Wizard - Build Contract tab, we added a Complete All Sections toggle.
  • Autotask Pricing: We improved the alignment of the pricing table cells.

 

Fixes

  • Customer Prompts: Customer prompt modals with a large number of prompts were not vertically scrollable.
  • Contract Dashboard: The Last Updated Date column on the contract dashboard was not updating.
  • ConnectWise Pricing: Deleting a pricing section would delete the pricing line items but not the pricing section.
  • ConnectWise Pricing: The section total on the PDF viewer would be $0.00.
  • Template Builder: The Mandatory Section toggles were saving intermittently.
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