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ZenContract June-2023

  • Updated

ZenContract June-2023

Improvements

  • Contact Search Form: We improved the contact search form for users integrated with Autotask or without integration (ConnectWise integrated users already have this update). When creating a contract and searching for a contact, you can now filter contacts by First Name, Last Name, or Company Name, and the results are displayed in a table. These improvements aim to enhance your contract creation experience and make the contact search process more efficient.
  • ConnectWise Product Search: We improved the product search functionality for users integrated with ConnectWise. Now, when you enter three or more letters in the field, it will return results from both the ConnectWise Product ID and Description. The results are displayed in the format of [Product ID] - [Description] - [Price], and they are sorted alphabetically by Product ID and then by Description. We also widened the field for improved readability.
  • Delete 0 Qty Line Items: We implemented a new feature on the Pricing Widget page for users integrated with ConnectWise. A new "actions" (three dots) button has been added next to the existing pricing section buttons. This button opens a dropdown menu with "Delete 0 Qty Line Items." When you click on the "Delete 0 Qty Line Items" button, all line items with a quantity of 0 in all pricing sections will be permanently deleted from the pricing table. This feature streamlines the following workflow:
    • Setup pricing bundles in ZenContract with all of your products and add 0 quantity to each line item.
    • Add the pricing bundle when creating a contract.
    • Add a number to the quantity cell for each line item you wish to insert into the contract.
    • Click the "Delete 0 Qty Line Items" button to delete all of the remaining line items.
  • Line Breaks in Pricing Description: When line breaks are added to the description column of the pricing table, the contract now displays the line breaks as intended, ensuring clarity and readability for your clients.
  • PDF Qty Column: We made improvements to the Qty column in the PDF Pricing table for enhanced readability. The following changes have been implemented:
    • Decimal Places: If the Qty is a round number, it will now be displayed without any decimal places.
    • Rounding: If the Qty has decimal places, it will be rounded to 2 decimal places.
    • Column Width: The Qty column width has been optimized to display up to 6 digits on a single line. 

Fixes

  • User Prompts: we resolved an issue related to user prompts when editing and resending contracts. Previously, when contracts with user prompts were edited and resent, the user prompts did not carry over correctly, resulting in the prompts appearing as <<Prompt_Fields>> in the contract.
  • Automate Autotask Contract: we resolved an issue where the Sell Price of a Service Bundle was not properly reflected in the Autotask Contract. Previously, when creating a contract with Automate Autotask Contract enabled and editing the Sell Price of a Service Bundle, the Unit Price in Autotask would display the original price instead of the edited price.
  • Automate Autotask Contract: we resolved an issue where line items from deleted pricing sections appeared in the Autotask Contract. Previously, when creating a contract with Automate Autotask Contract enabled and deleting a pricing section containing Service or Service Bundle line items, those deleted line items would still be included in the Autotask Contract.
  • Renewals Workflow: We resolved an issue related to the Skip Step 1 functionality in the renewals workflow. Previously, when users skipped Step 1 and proceeded to Step 2, certain data fields were not pre-populated as expected.
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