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ZenContract April-2023

  • Updated

ZenContract April-2023

Improvements

  • Edit Sections: Sections have, until now, been created and edited separately from templates. Users can now edit a section from inside of a template. To do this, open a template and go to the sections tab. On each section, you will see an "Options" button. Click the options button to reveal an "Edit" button. If any other templates contain the section you are editing, you will be notified that the changes made to this section will be reflected on all templates. Once you have edited the section, click the Close Window button to return to the template. See this video on how to Edit sections inside a Template
  • Renewals Workflow: Step 1 of the renewals workflow is to notify your customer based on your email settings. This step is recommended to let your customers know that a renewal contract is on the way. We added a "Skip" button to this step for when you want to send a renewal contract without notification.
  • ConnectWise Opportunities: ConnectWise users can now link opportunities with custom opportunity statuses. Previously, only opportunities with ConnectWise's default "Open" status (ID = 1) could be linked. Now any opportunity in which the status is not Won, Lost, Closed or Inactive can be linked in ZenContract. 
  • Create New Version: Clicking the pencil icon on the contract dashboard is used to edit or create a new version of a contract. We improved the wording on the modal to clarify the two options.
  • Contract Email: We added a {Contact.CompanyName} dynamic field in the email content of the template builder. When this dynamic field is added to the email content of a template, the email will display the company name of the customer selected for the contract.

 

Fixes

  • ConnectWise Pricing: Due to changes in syncing pricing with ConnectWise Opportunities, contracts not linked to a ConnectWise Opportunity could not have pricing inserted.
  • Options Button: The "Options" drop-down button in the View Templates and View Sections pages did not show all options on some devices.
  • Delete User: We removed the ability to delete users due to its effect on other functions. We now encourage users to be disabled instead. See this video for how to disable a user.
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