Getting Started
Welcome to Zen Contract! Please follow these steps to ensure a smooth onboarding.
- Step 1. Add Your Organization Details
- Step 2. Integrate with Autotask, Connectwise and Microsoft
- Step 3. Enable IP Addresses in your firewall
- Step 4. Create a Contact with no PSA Integration
- Step 5. Create a Section
- Step 6. Create a Template
- Step 7. Creating and Sending a Contract
- Step 8. Get in Touch