ZenPolicy: We are excited to announce the launch of ZenPolicy, a new module designed to streamline policy management and empower MSPs to mitigate risk while increasing profitability. ZenPolicy is a Policy-as-a-Service (PaaS) software that enables MSPs to create, manage, and track policies on their customer's behalf.
How it works:
Add Customers: Add customers to your ZenPolicy account.
Create Policies: Use our intuitive policy wizard to create and customize policies.
Distribute Policies: Distribute policies to your customers via email.
Track Policy Status: Monitor the status of your policies in real-time to ensure compliance.
ZenPolicy is the ideal solution for MSPs who want to streamline their policy management processes, mitigate risk, and increase profitability. If you have any questions regarding this feature, please don't hesitate to contact email@example.com.
Adjustable Pricing Quantities: We introduced a new feature which allows customers to modify the quantities of pricing line items before they sign the contract, giving them more flexibility in purchasing your products or services.
To enable Adjustable Pricing Quantities, toggle the Adjustable Quantities setting in the Pricing row of the template builder. Using that template, this setting will be reflected on the contract's pricing page.
The Adjustable Quantities setting can also be modified on the contract's pricing page, allowing users to enable or disable it for specific contracts.
When a contract with Adjustable Quantities enabled is sent to a customer, they will see a Pricing modal when they click the Start button. This modal will allow the customer to adjust the quantities of each line item.
Reminders Template Type Filter: We have added a feature that allows users to filter reminders by template type, making it easier to send reminders for the appropriate contracts. By selecting specific template types on the Reminders page, our system will only send reminders for the contracts that have those selected template types.
Menu Bar Rearrangement: We made several changes to the menu bar to improve the navigation experience. By placing the most commonly used buttons front and center, we have made it easier for you to access the features you use the most. At the same time, we have minimized clutter by hiding the less frequently used buttons.
Pricing Rules and Templates have been moved from the main menu to the Admin dropdown.
The Templates menu item now has sub-options for Templates, Sections, Prompts, and Categories.
Autotask-integrated organizations will no longer see the Compliance menu buttons. This is because the MSA Manager replaced the Compliance functionality.