Bypass Autotask Integration

Officially Answered

Neille

• Created
• April 26, 2023 02:04

It would be helpful to have the ability to create a contract, e.g., an NDA, without the requirement to link this to an Autotask opportunity.

Vote

1

• Official comment

  

  Support

  • Created
  • May 03, 2023 13:32

  Hi Neille,

  Linking an Autotask Opportunity in ZenContract is optional. You can create a contract, skip the buttons in the screenshot below, and email the contract. Does this help?

  

  Kind regards,

  Joel

Please sign in to leave a comment.