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ZenContract May-2023

  • Updated

ZenContract May-2023

Improvements

  • Reminders: We are excited to introduce a new feature that allows users to set up automated reminders for various Autotask Contract and ConnectWise Agreement-related activities, such as customer reminders, user reminders, and renewal reminders. Here are the details of this release:
    • To access Reminders, navigate to the Admin Settings and click on the "Reminders" tab.
    • Users can click on the "Create Reminder" button to add a new reminder.
    • The Create Reminder UI allows users to configure the reminder details based on the selected type.
    • For Customer and User reminders, users specify the Name, Type, Email Subject, Email Content, Send (Days), and Active toggle.
    • For Renewal reminders, users specify the Name, Type, Recipient(s), Send (Weeks), Day of Week, and Active toggle.
    • All reminder emails are sent at 10:00 AM (UTC).
  • Contract Dashboard Search: We enhanced the existing Search field on the Contract Dashboard, enabling users to perform searches across all contract data: Name, Reference, Version, Customer, Total, Created By, Last Updated and Status. This update allows users to quickly and easily locate specific contracts.
  • PDF Pricing Table: We enhanced the formatting of the pricing table in the contract PDFs. These formatting changes have been implemented to improve the visual presentation and standardization of pricing information:
    • The columns in the pricing table are now arranged in the following order: Item, Term, Qty, Price, Discount (if applicable), and Total.
    • Text-based columns (Item and Term) are left-aligned, while numerical columns (Qty, Price, Discount, and Total) are right-aligned.
    • The Qty column cells now display rounded values to the nearest two decimal places, ensuring consistent and accurate representation. 
  • Email Content Dynamic Fields: In the Email Content editor of the Template Builder, users will find a new "Dynamic Fields" button. Clicking the Dynamic Fields button presents users with four dynamic field options:
    • {Contact.CompanyName}: When a contract is emailed, this field will insert the company name associated with the contact.
    • {Contact.FirstName}: When a contract is emailed, this field will insert the first name of the contact.
    • {User.FirstName}: When a contract is emailed, this field will insert the first name of the user.
    • {Document.Link}: When a contract is emailed, this field will insert a hyperlink for the contract.
  • Removal of Blank Address Lines: When the "Company_Address" system prompt is added to a contract, if any of the address fields do not contain data, the corresponding blank row will not be displayed on the contract. In cases where no address data is available, the contract will display "N/A" to indicate the absence of a company address.

Fixes

  • Multiple Signatures: We resolved several issues related to multiple signatures. Users can now add multiple signatures to a template. When a contract is created using a template with multiple signatures, this feature allows you to capture signatures from multiple customers involved in the contract.
  • Finance Rules: We resolved several issues related to Finance Rules.
    • Creation of Finance Rules: Admin users can now navigate to Settings and create finance rules. These rules can be defined based on pricing thresholds or profit percentages.
    • Rule Application: Finance rules can be applied to specific users or user groups, allowing for targeted financial control and management.
    • Approval Workflow: When a finance rule is triggered and a user requests approval, the designated approver receives an email notification. The approver can then review the request and either approve or decline it.
  • Microsoft Office 365: We fixed an issue where users appeared to be logged into Microsoft Office 365 on their My Profile page, but the corresponding functions were not working correctly. Some users reported that emails were not being sent from Outlook, and accepted contracts were not being saved to SharePoint. If you encounter any further difficulties with Microsoft Office 365 integration, please read this Microsoft Office 365 troubleshooting guide or reach out to our support team for assistance.
  • Automate Autotask Contract: We fixed an issue where deleted pricing line items were incorrectly included in the Autotask Contract when creating contracts with the Automate Autotask Contract feature enabled.
  • Automate Autotask Contract: We fixed an issue where the edited Sell Price was not properly reflected in the Unit Price of the Autotask Contract when creating contracts with the Automate Autotask Contract feature enabled.
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