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Full Release History

  • Updated

 

ZenContract May-2024

Improvements

  • 'Fixed Price / Fixed Quantity'
    • pricing rules now support the ability to fix/lock the price and/or the quantity of line items 
  • Contract Approval improvements
    • previewing of contracts that require finance approval are now limited to only those authorised 

Fixes

  • Issues manually creating autotask contracts
    • we have fixed bugs in this area
  • Products not populating on AT Contract
    • we have made improvements to support other 3rd-party integrations 
  • Pricing Reverting 
    • fixed an issue where item pricing reverted to another value in the contract
  • Not sending Reminders or showing Reminders
    • robustness improvements to the scheduling of reminder and renewal emails 

 

ZenContract November-2023

Improvements

  • Show/Hide Line Item Totals: We released a new feature that allows you to have more flexibility over how you present pricing information. The "Show Line Item Total" feature enables you to choose whether to display detailed pricing or simply show the total for each pricing section on the contract. Here's what you need to know:
    • Default Setting: You can find the "Show Line Item Total" toggle in the Pricing row of the Template Builder.
    • Pricing Section Modals: You can turn this feature on or off in every pricing section. Simply find the "Show Line Item Total" setting when creating or editing a pricing section.
    • Visibility on Contracts: If you turn off "Show Line Item Total", all pricing except for the section totals will be hidden on the contract.
  • Policy Creation Process: We've streamlined the policy creation process to save you time and effort. Now, when you click "Create Policy," all contacts associated with the customer are automatically added to the Bulk Send list, eliminating the need for manual selections. Additionally, the contact search fields are filtered by company ID, ensuring accuracy when selecting contacts with similar company names.

Fixes

  • ZenPolicy Fixes:
    • We addressed inaccuracies in the "Number of Contacts" on the Customer Policies page.
    • We corrected discrepancies in the "Score" on the ZenPolicy and Customer Policy pages.
    • We resolved navigation issues experienced when moving between ZenPolicy and contract pages.
    • We fixed instances where creating a new policy failed to filter templates by Template type = Policy.
  • Adjustable Quantities: We resolved an issue relating to Adjustable Quantities where an error was thrown if pricing was added to the contract manually instead of using a Pricing Bundle.
  • Delete Pricing Bundle: We resolved an issue relating to deleting Pricing Bundles, which did not remove them from the "Default Pricing Bundle" field in Section settings. This caused an error when creating a contract using that section.

 

ZenContract October-2023

Improvements

  • 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 support@zencontract.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.

 

ZenContract September-2023

Improvements

  • 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 now 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.

Fixes

  • 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. 

 

ZenContract August-2023

Improvements

  • MSA Manager: Introducing the MSA Manager, a powerful new feature designed to streamline the management of Master Service Agreements (MSAs) for users integrated with ConnectWise, Autotask, or those without integration.
    • Upon accessing the MSA Manager, you'll find a simple dashboard. The "Score" card shows the percentage of customers with an Accepted MSA, making it the primary metric for achieving 100%. The "Status" card indicates the number of customers with an Accepted MSA, In Progress MSA, or No MSA. The "Customers" table lists customer companies and displays their latest MSA name, reference, and status.
    • Clicking on a company name in the Customers table takes you to a dedicated "Master Service Agreements" page for that customer. Here, you can link existing MSAs or create new ones with ease.
    • Permissions for the MSA Manager are available in the Group settings, allowing you to control which users have access to this feature.
  • Renewals Settings: We introduced a new "Ready to Renew" setting in the Renewals Settings for users integrated with Autotask or ConnectWise. With this setting, you can choose which contracts or agreements can be renewed based on their expiry date, such as those expiring within 30 days, 90 days, 6 months, 1 year, or all contracts. This feature provides you with the flexibility to focus on contracts that require your attention the most, making it easier to manage your renewal process.
  • Pricing Bundles Sync with ConnectWise Opportunities: For our ConnectWise-integrated users, we've introduced a seamless process to insert line items from a ZenContract Pricing Bundle into the ConnectWise Opportunity. When you create a contract and link it to a ConnectWise Opportunity, then add a Pricing Bundle, the line items from the Pricing Bundle will be synced with the ConnectWise Opportunity. It is important to note that any line item with a quantity of 0 will not be synchronized with the ConnectWise Opportunity. However, you will still have the option to insert these items into the ZenContract Pricing. 
  • Finance Rules: We improved our Finance Rules feature by reintroducing User Groups into the "Who can sign off" field. Here's what you can expect:
    • Admin users can now go to a finance rule, find the "Who can sign off" field, and select either an individual user or a user group.
    • When a user triggers a finance rule that has a user group set in the "Who can sign off" field, a modal will appear containing a dropdown field that lists the users within the group. The user can easily choose an approver from the dropdown and proceed by clicking "Send Request." The selected user will then receive an email requesting their approval.
    • After sending the approval request, the requester can follow up with any approver by accessing the "Request Approval" tab on the Contract Details page.
    • On the Contract Details page, users who belong to the group specified in the finance rule's "Who can sign off" field will have access to a tab labelled "Contract Approval". Any of the users within that group can either approve or decline the contract. Once a decision has been made, an email notification will be sent to the requester.

Fixes

  • Review Contract Error: We addressed an issue where sections with elements and prompts at the end of the section would throw an error when reviewing the contract.
  • Renewals Table: We fixed an issue where the renewals table wouldn't load if an inactive user was assigned as an account manager for a company in the table.
  • Bulk Send: We made an improvement to the way document references are managed when using the Bulk Send feature. Document references are now generated chronologically when creating contracts in bulk, just as they would be if you were creating multiple contracts one by one.
  • Dynamic Pricing Bundles: We resolved an issue related to the ConnectWise integration and Dynamic Pricing Bundles. Now, when you create a pricing bundle with the Type = Dynamic and insert products from ConnectWise, any updates to those products in the ConnectWise product catalog will be reflected in your pricing bundle, including changes to Name, Description, Cost, and Sell Price. This ensures that your pricing bundles stay synchronized with ConnectWise product catalog updates.

 

ZenContract July-2023

Improvements

  • Bulk Send: We are thrilled to announce a major new feature, Bulk Send! With Bulk Send, you can effortlessly create and send a single contract to multiple contacts or companies simultaneously. Simply click the "Bulk Send" button when searching for a contact, and our user-friendly interface will guide you through the entire process. This feature is designed to empower you with a more efficient and streamlined contract management process, saving you valuable time and effort. 
  • Countersigning: We introduced a "Countersign" button in ZenContract, to streamline your countersigning process. After a customer has signed a contract with a counter signature, you can access the "Countersign" button from the Contract Details page. This button will only be visible to users with the appropriate permission, as determined by the "Who can countersign this" setting.
  • Autotask Inactive Data: We are pleased to announce an improvement to data management for Autotask-integrated users. With this update, when you change any data in Autotask from "Active" to "Inactive," it will be automatically removed from all areas of your ZenContract account. For example, Companies, Contacts, Contracts, Products, Services, and Service Bundles.
  • Contract Collaborator Permission: We introduced a "Contract Collaborator" permission in the group settings. Users in a group with this permission can access and make changes to contracts that other users created without requiring full administrative privileges. This promotes teamwork and ensures everyone has the necessary access to collaborate effectively.
  • Default Show Grand Total: We introduced a default "Show Grand Total" option for each template. In the template builder, toggle the "Show Grand Total" to Yes or No, and it will be automatically applied to the contract's pricing page. When set to Yes, the Grand Total of all pricing sections will be displayed below the pricing table on the contract. 
  • Date Format: We introduced an improvement to the Start Date and End Date fields of the New Contract Wizard for Autotask-integrated users (this improvement has already been implemented for users integrated with ConnectWise). Now, the date format in these fields will automatically align with the format specified in your organization settings.
  • Text Editor: We removed unnecessary and non-functional features from the text editor, ensuring a more efficient and focused editing experience.
  • Navigation: We improved the navigation of the "Email" and "Preview Contract" buttons on the Contract Details page. The Email and Preview Contract buttons both navigate to the PDF Viewer. Previously the PDF Viewer had a Cancel button, which would take the user to edit the contract. The Cancel button now correctly returns the user to the Contract Details page. We also removed the ability to email the contract from the Preview Contract page.

Fixes

  • Admin Menu: We addressed an issue where non-admin users could see the Admin button on the menu bar on some pages. As per the intended design, non-admin users should not have access to the Admin button on any page.
  • ConnectWise Opportunities: We fixed an issue where ConnectWise integrated users encountered an error when linking opportunities with products that had a custom billing cycle. ZenContract does not currently support custom billing cycles, although we intend to implement it in the near future. In the meantime, we default any custom billing cycle to "One-Time".
  • Finance Rules: We addressed an issue related to the Finance Rules functionality. Previously, when a contract's status was "Not Approved" or "Waiting Approval," the Email button was still accessible to the user who requested approval, allowing them to email the contract before it was approved. Now, when the status of a contract is "Not Approved" or "Waiting Approval," the Email button will be hidden for all users. 
  • Finance Rules User Prompts: We resolved an issue with User Prompts when using Finance Rules. Now, when you approve a contract with a finance rule and click the "Email" button, the User Prompts will trigger correctly.

 

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.

 

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.

 

ZenContract April-2023

Improvements

  • Edit Sections: Sections have, until now, been created and edited separately from templates. Users can now edit a section from inside of a template. To do this, open a template and go to the sections tab. On each section, you will see an "Options" button. Click the options button to reveal an "Edit" button. If any other templates contain the section you are editing, you will be notified that the changes made to this section will be reflected on all templates. Once you have edited the section, click the Close Window button to return to the template.
  • Renewals Workflow: Step 1 of the renewals workflow is to notify your customer based on your email settings. This step is recommended to let your customers know that a renewal contract is on the way. We added a "Skip" button to this step for when you want to send a renewal contract without notification.
  • ConnectWise Opportunities: ConnectWise users can now link opportunities with custom opportunity statuses. Previously, only opportunities with ConnectWise's default "Open" status (ID = 1) could be linked. Now any opportunity in which the status is not Won, Lost, Closed or Inactive can be linked in ZenContract. 
  • Create New Version: Clicking the pencil icon on the contract dashboard is used to edit or create a new version of a contract. We improved the wording on the modal to clarify the two options.
  • Contract Email: We added a {Contact.CompanyName} dynamic field in the email content of the template builder. When this dynamic field is added to the email content of a template, the email will display the company name of the customer selected for the contract. 

Fixes

  • ConnectWise Pricing: Due to changes in syncing pricing with ConnectWise Opportunities, contracts not linked to a ConnectWise Opportunity could not have pricing inserted.
  • Options Button: The "Options" drop-down button in the View Templates and View Sections pages did not show all options on some devices.
  • Delete User: We removed the ability to delete users due to its effect on other functions. We now encourage users to be disabled instead. See this video for how to disable a user.

 

ZenContract March-2023

Improvements

  • Signature Workflow: We made improvements to the signature workflow to make it simpler and more efficient for users and customers to sign. This included improved user and customer prompt modals, success modals, removing unnecessary steps or button clicks, and some back-end advancements to make the process a faster and better experience.
  • Start and End Date System Prompts: Autotask and ConnectWise integrated users can now add Start and End Dates to contracts. Firstly, add the Contract_StartDate and/or Contract_EndDate system prompt to a section, create a template with this section and set the Agreement Type to anything other than None. Then when creating a ZenContract, enter a Start Date and/or End Date into the fields to see them on the contract.
  • ConnectWise Billing Amount: ConnectWise integrated users can now add the Agreement Billing Amount to a contract. Firstly, add the Contract_BillingAmount system prompt to a section, create a template with this section and set the Agreement Type to anything other than None. Then when creating a ZenContract, enter a billing amount into the field to see it on the contract. If Automate ConnectWise Agreement is turned on for the template, the Billing Amount will be posted to the ConnectWise Agreement.
  • ConnectWise Opportunities Pricing: We made improvements to the ConnectWise Opportunities Pricing functions released in January. When a ConnectWise Opportunity is linked with a ZenContract, inserting, updating and deleting a product in ZenContract will reflect in the ConnectWise Opportunity instantly.
  • Contract Wizard: In the Contract Wizard - Build Contract tab, we added a Complete All Sections toggle.
  • Autotask Pricing: We improved the alignment of the pricing table cells. 

Fixes

  • Customer Prompts: Customer prompt modals with a large number of prompts were not vertically scrollable.
  • Contract Dashboard: The Last Updated Date column on the contract dashboard was not updating.
  • ConnectWise Pricing: Deleting a pricing section would delete the pricing line items but not the pricing section.
  • ConnectWise Pricing: The section total on the PDF viewer would be $0.00.
  • Template Builder: The Mandatory Section toggles were saving intermittently.

 

ZenContract February-2023

Improvements

  • Automate ConnectWise Agreements: automatically create agreements in ConnectWise when a ZenContract is accepted. The template builder settings has a toggle labelled Automate ConnectWise Agreements. When a contract using a template with Automate ConnectWise Agreements turned on is accepted, an agreement is automatically created in ConnectWise with the details from ZenContract. The details include; additions, billing amount, company and contact information, and more.
  • ConnectWise Renewals Pricing: ConnectWise additions from the original agreement are automatically added to the pricing section in the ZenContract renewal.
  • ConnectWise Renewals Dashboard: View a contract's billing cycle and amount (the sum of additions plus the billing amount) from the ZenContract renewals dashboard.
  • ConnectWise Renewals Workflow: We improved the Create Renewal process for ConnectWise-integrated users. Data entered into the Create Renewal modal, e.g., contract name, start date, and end date, are pre-populated when creating the ZenContract in Step 2 of the Renewals Workflow.
  • ConnectWise Agreements: Two new fields were added to the Template Builder settings to enable a contract to be classed as a ConnectWise Agreement. Users can select an Agreement Type and Billing Cycle per template.
  • ConnectWise Start and End Dates: When a contract is created using a template with a ConnectWise Agreement type, start and end dates can be added. We also allow agreements to have no end date.
  • ConnectWise Products: Inactive products from the ConnectWise Product Catelog are no longer shown in ZenContract.

Fixes

  • ConnectWise Opportunities: Opportunity names with over 50 characters in length threw an error. We increased the max character length to 250.
  • ConnectWise Opportunities: ConnectWise users must add the "Add" and "Edit" permissions to their security role to use the Opportunities functions. Please see our updated knowledgebase article for step-by-step guidance.
  • Contract Dashboard: The contract dashboard was timing out for organizations with a large number of contracts. We improved the data table query and significantly reduced the load time.
  • Deleted Users: Contracts created by deleted users throw an error when attempting to view the contract. Our support team can manually reassign these contracts until a permanent reassignment function is built in a future sprint.
  • Date Format: Organizations with no date format setting would see an error when creating a contract with a start and end date.

 

ZenContract December-2022 & January-2023

Improvements

  • ConnectWise Opportunities: Users can now create a ConnectWise opportunity from ZenContract or link an opportunity from ConnectWise into ZenContract.
    • To create a ConnectWise Opportunity from ZenContract, create a contract and get to the "Build Contract" tab. You will see a button titled "Create ConnectWise Opportunity". Enter the required information in the pop-up and click Create Opportunity. This will immediately create an opportunity in ConnectWise and link it with ZenContract.
    • To link an existing ConnectWise opportunity with ZenContract, create a contract and get to the "Build Contract" tab. You will see a button titled "Link ConnectWise Opportunity". Enter the required information in the pop-up and click Link Opportunity. 
    • When a ConnectWise opportunity is created from or linked with ZenContract, some pricing updates in ZenContract will be reflected in ConnectWise. For example, changing the quantity of a line item in ZenContract will update the quantity in Connectwise.
    • When a ConnectWise opportunity is created from or linked with ZenContract. Once a contract is sent, there is an "Open ConnectWise Opportunity" button on the Contract Details page. Clicking this button opens the ConnectWise opportunity in a new browser tab.
  • Pricing Tables: We improved the user interface of the editable pricing tables for ConnectWise-integrated users and the pricing bundles table for Autotask-integrated users. Users who view the pricing tables on a small screen can now see at least 7 digits in each pricing cell.
  • Pricing Tables From Column: ConnectWise integrated users will see a "From" column on the right-hand side of their editable pricing table user interface. This column shows if a line item was inserted from ConnectWise or by clicking "Insert manual line item".
  • Show me how: We removed the "show me how" guide from our application as some pages showed inaccurate information and required large amounts of upkeep. Since deciding to remove this from our application, we have improved our people processes and are always on hand to assist at support@zencontract.com. 
  • Autotask Renewals: For Autotask integrated users, Step 3 of the renewal workflow was simplified. This step informs the user that they need to create a contract in Autotask manually if "Automate Autotask Contracts" is turned off.
  • Renewal User Guide: Removed pop-up notifications for users who have not completed the user guide.

Fixes

  • Autotask Zone: Users in certain zones (locations) could not access some Autotask data.
  • Preview: Previewing a template did not show headers, footers or multiple instances of system prompts.
  • Renewals: Creating a renewal contract and assigning it to a newly created contact caused an error.
  • Automate Autotask Contracts: Contracts were not automatically created in Autotask for users in certain zones (locations).

 

ZenContract November-2022

Improvements

  • ConnectWise Renewals: We applied renewals functionalities to ConnectWise integrated organizations that were existing for Autotask integrated organizations.
    • Renewals are turned on or off at a User-Group level. Admin users can grant permission in the Group settings.
    • If you have renewals permissions, you will see a Renewals navigation button in the application's main menu. This has two options; Renewals Dashboard and Renewals Settings.
    • The Renewals Dashboard has a chart showing the number of Connectwise Agreements; Expired, Ending less than 30 days, Ending between 30-90 days, Ending over 90 days, Renewal In Progress and No End Date.
    • The Renewals Dashboard has cards showing the number of ConnectWise Agreements; Ready to renew, In Progress and Current.
    • The Renewals Dashboard has a table showing details about the agreements for each company.
    • To create a renewal, go to the Ready to Renew tab of the Renewals dashboard table. Select a company, then the contract you want to renew. Select a contact, enter the contract name, start and end date, and then click Create Renewal. This takes you to the Renewal Workflow, which has three steps.
    • Step 1: Notify the contact their agreement is due for renewal. The default email for notifying the contact is set in the Renewals Settings.
    • Step 2: Create a ZenContract with the renewal agreement information and send it to the contact.
    • Step 3: Once the ZenContract is accepted, create the new ConnectWise Agreement and close the Renewal Workflow in ZenContract.
  • Preview Template: Users no longer need to create a contract to see how a template looks. They can preview a template from the templates page or when creating a contract and selecting a template.
  • Text Editor: We added Spell Check and Thesaurus to the text editor. Go to the Proofing tab in the text editor to use these functionalities.
  • Contract Data: We added an update function to contracts created using the Autotask integration. When you click on a Draft contract, the latest Contact and Company information with be fetched from Autotask.
  • SharePoint: Add the permission Sites.ReadWrite.All to your Azure app to allow Communication Sites to be selected from the SharePoint dropdown. 

Fixes

  • Automate Autotask Contracts: Customers received the user confirmation email.
  • Delete Sections: Users could not delete sections.
  • Microsoft: We fixed conflicts when logged into both Microsoft SSO and Microsoft Office 365.
  • Template Builder: We identified that users could not copy/paste the email content from one template builder settings to another. It would cause an error for the customer viewing the contract. Instead, you can click the code icon "</>" and copy/paste the code from one template builder settings to another.
  • Billing Details: We removed the outdated "Change Plan" button.
  • Contract Wizard: Improved loading speed at certain stages of the contract creation process.

 

ZenContract October-2022

Improvements

  • Automate Autotask Contracts: Users can turn on "Automate Autotask Contract" in the Template Builder - Workflow Rules for Recurring Service templates. When a contract gets accepted, if Automate Autotask Contract is turned on, an Autotask Contract will be created automatically, using data from the ZenContract. Users will also receive an email with details about the Autotask Contract.
  • MSP Marketplace: Users can preview, add (free), and buy pre-built templates from our new Marketplace page. Access the page by clicking the Marketplace button in the blue banner of the application.
  • Signature Load Time: The load time after accepting a contract was up to a minute for large contracts. We reduced this time to 2-5 seconds.
  • ConnectWise Contact Search: Users are notified when selecting a contact with missing data, e.g., email or company.
  • ConnectWise Integration Settings: Improvements to the form wording.
  • Font: Added Banana Grotesk

Fixes

  • User-Defined Prompts: The modal to enter text was not showing for some users.
  • View Contract: Users could not sign a contract if they clicked the Proceed button before the page was loaded. The Proceed button is now rendered after the entire page is loaded.
  • Groups: Creating a non-admin group threw an error on the Users and Groups page.
  • Contract Dashboard: Some ConnectWise users saw an error on the Contract Dashboard if they created a contract for a contact with no last name.
  • Template Visible To: This feature would not filter out templates that users did not have access to.
  • Contract Wizard: When creating a contract, selecting a template, and clicking the "Next" button, it would take +20 seconds to load the next page. We added a loading spinner to inform users it is processing. In November, we are working to reduce the load time.
  • Microsoft Office 365: Added user-friendly error messages.
  • Billing: Adding a new card threw an error.

 

ZenContract September-2022

Improvements

  • Term Tracking: Autotask integrated users can track a contract's start and end date. There are two contract types to choose from in the Template Builder settings; One-Time and Recurring Service. One-Time is used for quotes or contracts that do not repeat. Recurring Service is used for contracts that have a start and end date and intend to be renewed at the end of the term. When creating a contract using a recurring service template, the user is required to add a start and end date. This data is recorded and shown on the contract's details page.
  • Text Editor: Improved user interface, image quality, and text quality. 
  • PDF Viewer: Improved user interface, image quality, and text quality.
  • Signatures: Users can upload an image of their signature.
  • Contact DDI: Non-integrated users can now use the Contact DDI system prompt.
  • Template Builder: User interface improvements to the Template Builder - Workflow Rules page.
  • Contract Details: User interface improvements to the Contract Details page.
  • Onboarding Wizard: Consolidated onboarding wizard themes.

Fixes

  • Optional Pricing: We fixed multiple issues for users who send contracts with optional pricing.
  • Customers Page: Non-integrated users are now directed to the new version of the Customers page.
  • Connectwise Integration: Masked private integration key.
  • Contract Load Time: Contracts over 50MB did not load, and the page would become unresponsive. We improved the PDF viewer's architecture to allow for larger contracts.

 

ZenContract August-2022

Improvements

  • Delete Sections: Users can permanently delete sections. 
  • Delete Templates: Users can permanently delete templates and can choose to delete the sections inside of the templates.
  • Archive Templates: Improvements to the existing template archive function. Users can choose to archive the sections inside of the templates.
  • Delete Categories: Users can permanently delete categories.
  • Categories: Users can create a template category and a section category with the same name.
  • Edit Categories: Users can no longer edit categories as this function caused issues down the line. Users should instead delete the category and create a new one.
  • Connectwise Integration: We now get all company address fields. When using the Company_Address system prompt, the address is formatted in the same way as in Connectwise; Address 1, Address 2, City, State, Zip and Country.
  • Modals: Improved user interface consistency for some modals.
  • Autotask Contacts: Users are informed that newly created Autotask contacts can take up to 10 minutes to appear when creating a contract.

Fixes

  • Signature Load Time: We investigated the long load time after submitting a signature. We understand the causes and have a solution to be released in a future sprint.
  • Connectwise Pricing: The return to contract wizard button returned to the wrong tab of the contract wizard.
  • Connectwise Integration: The Connectwise integration form would incorrectly pass or fail the connection test.
  • Connectwise Integration: Some users did not have the correct security levels for the Connectiwse integration to work. We are manually assisting these users until we build a process to check the security levels when saving the credentials.

 

ZenContract July-2022

Improvements

  • Pricing Widget: Connectwise integrated users can now search and insert Connectwise products into pricing sections when creating a contract.
  • Pricing Widget: Connectwise integrated users have a new pricing widget user interface.
  • Pricing Widget: Connectwise integrated users have auto-save functions on the pricing widget page.
  • Pricing Widget: Connectwise integrated users have an improved pricing workflow. When creating a contract with pricing, the user is prompted to "Add Pricing Bundle" or "Create Pricing Section."
  • Pricing Widget: For Connectwise integrated users, the customer notes column in the pricing section is removed to allow more space on the table.
  • Pricing Widget: The amount column is no longer an editable field.
  • Pricing Bundles: The amount column is no longer an editable field.
  • Pricing Bundles: The customer notes column is removed from the pricing section to allow more space on the table.
  • Pricing Bundles: Connectwise integrated users can now search and insert Connectwise products into pricing bundles.
  • Pricing Rules: Removed Add Quantity rule function.
  • Integration Logo: Updated Connectwise integration logo.
  • Contact Search: Added loading spinner to the Connectwise contact search form.
  • Text Editor: Added Open Sans font.

Fixes

  • Contract Dashboard: The total amount column of the contract dashboard table showed $0 for Connectwise integrated users.
  • SharePoint: Resolved Microsoft authorization issue that led to accepted contracts not being saved in SharePoint.
  • Autotask Integration: Resolved possible data loss issue for newly created Autotask contacts.

 

ZenContract June-2022

Improvements

  • Prompts: Prompts can now be deleted.

Fixes

  • Prompts: Simplified or disabled prompt editing functions due to errors.
  • Section Details Form: Updates to the section details form did not persist.
  • Autotask Contracted Revenue Chart: Fixed data loss issue for organizations with large amounts of contract data.
  • Connectwise Contact Search: Improvements made to the contact search form for Connectwsie integrated users.
  • Prompts: Fixed error caused by a user or customer prompt having the same name as a system prompt.
  • Onboarding Wizard: The Onboarding Wizard is no longer visible once it is completed.
  • Connectwise Integration Form: Admin users can now update and save new Connectwise integration credentials.

 

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