Create Autotask Contracts & ConnectWise Agreements from ZenContract: We made an improvement to our "Automate Autotask Contract" and "Automate ConnectWise Agreement" feature which enables you to create contracts or agreements with the click of a button from ZenContract. This feature has been specifically designed for users who wish to edit the start and end dates on a contract before posting it into Autotask or ConnectWise.
Once a ZenContract is accepted, the Contract Details page will display a button labelled "Create Autotask Contract" or "Create ConnectWise Agreement."
Clicking this will open a modal where you can adjust the start and end dates as per your requirements.
After confirming the details, the Autotask Contract or ConnectWise Agreement will be generated with the details from the ZenContract.
ConnectWise Optional Pricing: We introduced Optional Pricing for ConnectWise-integrated users to align with our Autotask-integrated functionality. When creating a contract using a Pricing Bundle with Optional Pricing, your customers will have the flexibility to define their pricing. In the Pricing Bundles page, you will find a field called "Optional Type," offering the following options:
None: The pricing is defined by the user.
Can choose none: Customers can select any number of pricing sections, including none.
Can choose many: Customers can select any number of pricing sections, but not none.
Must choose one: Customers are required to choose one pricing section only. When customers make their selections, the chosen pricing sections are merged into the contract before signing.
Import Customers and Contacts via CSV: We are excited to announce a new feature for importing customers and contacts into ZenContract. This feature has been specifically designed for users who do not have a PSA integration. To import customers and contacts, simply navigate to the Customers page and click on the Import button. Follow the on-screen instructions, which include downloading the CSV template, adding your data, and uploading it. Our system will automatically check for data validity and handle duplicates, ensuring a smooth transition from your current system to ours. This enhancement aims to make the process of importing customer data into ZenContract a hassle-free experience.
Section Name Updates Now Reflected in Template Builder: We addressed an issue where changes to section names were not being updated in the Template Builder. Now, when you update the name of a section, you will see the changes reflected in any associated templates within the Template Builder's Section tab.
Multiple Contract Dashboard Issues Resolved: We addressed several issues relating to the search function on the Contract Dashboard. Now, you can search for users based on their full name and sort both the "Created By" and "Contact" columns alphabetically. The "Reference" column has been optimized to use natural ordering, ensuring a more intuitive and user-friendly sorting experience.
Handling Null Descriptions for ConnectWise Manual Line Items: We resolved an issue related to manual line items in the pricing table for ConnectWise-integrated organizations. Previously, the description for pricing line items could be "null," which caused errors when rendering the pricing table on the contract.
Improved Deletion of 0 Qty Line Items: We addressed an issue relating to the Delete 0 Qty Line Items function. Previously, when using this function, line items with quantities greater than 0 and a negative unit price were incorrectly deleted. With this improvement, only line items with a quantity of 0 will be deleted when you click the "Delete 0 Qty Line Items" button.