It is our pleasure to welcome Valentina Zuluaga and Justin Sharrocks to our Customer Success team. These are two highly motivated, intellectual new colleagues to the Zen Dog. Their impact on Zen Contract has already been profound. #ZenDogSanDiego
A huge thanks to Travis and his team for the endless hours, nights and weekends spent getting Zen Contract into this position. It is nothing but upward and onward from here. My sincere appreciation for your dedication to doing this right.
A Big Deal
This update is a “Big Deal” as it represents not only what you can see, but also what you cant. Zen Dog implemented entirely new structures and architecture. For his cloud service, API layers, service layers, application layer, credential services, back-up, redundancy and database design.
Not to mention an introduction of an all new user experience which will feature more and more as we release new feature over the next two months.
A Worlds First
…In Zen Contract…
After listening to our customers all over the world we have now introduced Quantity Based Pricing. The bottom line on this is you can now have one Autotask Price Item and within Zen Contract write rules that will apply whenever anyone uses that Item.
How does it work?
Go to Pricing Rules, add a new one, select Quantity and you’ll be able to set as many different kinds of tiered pricing applicable to an item as you wish. If you sell a product or a service and it costs your customers less if they buy more this rule will automatically apply itself no matter what.
How is that for protecting your customers pricing !
In the same pricing rule admin section you can now create product bundles. For a user of Zen Contract it means they can simply select “Office 365 Single User Install” and Zen Contract will automatically add all associated items that go with this bundle, laid out the way you want it, in the sections you want and ready to go to your customers.
Never forget a critical service or technical resource again as this rule also links up to Autotask and creates all the Quote Items chosen to ensure you deliver.
For now they called “Mandatory” rules.
Probably have to stop saying firsts soon, but it is just so exciting.
Once you have written up some rules you can apply these into Service Catalogs, which is a way to do a few things. You can save it against a specific customer – for contracted prcicing
You can also save it as a Static Service Catalog for a fixed period – think yearly, quarterly or biannual service setups.
In addition you’ll be able to save a Service Catalog as “Dynamic” which means you are able to define what your services are made up of but keep the pricing up to date in Autotask. Zen Contract will then make sure your Service Catalog stays totally up to date as you update your prices in Autotask.
For now we have continued to call this the Pricing Library, but it will be renamed to Service Catalogs.
A New User Interface
When logging in, registering or setting up you’ll enjoy some of our new UI as well as that UI working in the new architecture.
We are aiming for a sleek, seamless user experience that is “Mobile” ready
From now all emails sent through the system are fully tracked, using advanced monitoring services. While it is still in our admin section we can now tell you all the information pertaining to the success of delivered mails. This is the start of the CRM features we will be introducing on the back of implementations like this. In the future, as a result of this change, Zen Dog will be able to provide information like “How long has my proposal been left unattended” or automate tasks to follow up and many, many more.
If you have a specific question please feel free to contact us via the firstname.lastname@example.org email address.
Contracts are considered official, or rather safely so (in some regions), once both parties have signed. We don’t believe in taking chances so Zen Dog built in an entire counter signature feature. Special parameters can be set per user group to ensure only authorized parties can sign off on contracts. This has been done on a per template basis allowing more control than ever before.
Getting to know Zen Dog
All our customers, upon sign up, or already loaded, now have the overview template of what Elements, Sections and Templates are. This includes pre-built content for new users and some new ideas for existing users. Zen Dog sends out this template to our new users to demonstrate all the key features of what makes up a document their customers would ultimately use.
Zen Dog is here – or there rather
Zen Dog is the primary support for all accounts. This means that any support that has to be done, or training, is accessed through the Zen Dog user in each account. For the purpose of security, audit trails and peace of mind this user is the only way to access an account. In addition each user account can turn this feature on or off.
New document status
When documents flow through the sign off process, with the new counter signature, it is now easier than ever to see what stage they are in. We have added a new status called “Signed” which means your customer has signed off your contract but the counter signature is still in progress. Once the counter signature has been obtained the document status will change to “Accepted”
Need training ?
Email ZenDog@ZenContract.com and lets set up some training for you.