This feature allows users to automate and manage communication related to contracts, renewals, and other important documents. By following this process, users can create customized reminders, ensuring that important deadlines and tasks are not overlooked.
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Access Settings
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Go to Settings in ZenContract.
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Navigate to Reminders Tab
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Click on the Reminders tab within Settings.
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Create a New Reminder
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Click on the green "Create Reminder" button located at the top right corner of the screen.
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Name Your Reminder
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Give your reminder a descriptive name for easy identification.
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Select Reminder Type
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Choose the type of reminder you want to create:
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Customer: Remind contacts after contracts are sent (e.g., to remind customers if they haven't accepted a contract after 3 days).
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User: Remind users to send draft contracts.
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Renewal: Remind users about upcoming renewals (requires integration with ConnectWise or Autotask).
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Choose Template Type
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Select the template types for which this reminder will apply.
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Options include Employment Agreement, Master Services Agreement, Policy, Quote, and others.
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Leave blank to apply to all template types.
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Edit Email Subject and Content
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Customize the email subject and content for the reminder.
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The email will only be sent for the selected template type (if applicable).
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Set Reminder for Contracts, MSA, or Policy
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Choose whether the reminder applies to Contracts, Master Services Agreements (MSA), Policy, or all.
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Fill Out Data Fields
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Use the data fields (e.g., (ContractName), (ContractCompanyName), (ContactFirstName), (UserFirstName)) to easily fill out your email and subject.
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Set Send (Days) Field
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Enter the number of days from when the contract was originally sent for the reminder to be triggered.
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Activate Reminder
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Enable or disable the reminder type by toggling the Active button.
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Save Your Reminder
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Once you have finalized the settings, click on the save button to create your reminder.
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