Zen Dog Update – 15th March 2019


“The Times They Are a-Changin” – Bob Dylan 1964

Welcome

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

Thank You

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 !

Another First

Product Bundles

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.

More Firsts

Probably have to stop saying firsts soon, but it is just so exciting.

Service Catalogs

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

Zen Dog Update – 11th January 2019

Bonus Feature

Zen Dog tracking

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 zendog@zencontract.com email address.

Zen Dog Update – 8th January 2019

Happy New Years

It is Official

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.

Till we meet again…

Zen Dog Update – 17th December 2018

Zen Dog is feeling consistent

Welcome Sections – it is wonderful to see you

Sections are a “new” concept in Zen Contract. In the past this was called Pages, but the word Sections describes the function more clearly. This is the beginning of the new template structure, where Sections make up a Template and soon Elements will make up a Section. Our team of template designers can assist you to create sample Elements for your Sections – just mail ZenDog@Zencontract.com 

Timeline tidy up 

The Timeline has been tidied up. This feature is the beginning of what will form a reporting and analysis structure unlike any other. During these early phases our team are laying foundations to a totally re-worked Zen Contract. 

Description column and pricing clean up

The description column has been moved, reordered and cleaned up. Now it is easier than ever to use this feature, to have a clear and concise customer view and ultimately make your customers lives more Zen. The column is below the line, wider and has a line separator too. We found our customers were much keener on reading a pricing block than trying to decipher it. 

Advanced reference number editing – or not rather 

Reference numbers can not be changed, they are set once and remain throughout the life-cycle of a template. Only “Template Editors” can set them. Securing the integrity of your documents is always a priority.  

New sign up settings – Finance Rules

All new users to Zen Contract now have an entire suite of preset functions; including Finance Rules. During the initial trial phase a new user will automatically be setup to see all the powerful back-end features like finance rules, user group settings and sign off groups. Zen Dog believes in being ready to go and with each cycle of updates he does this for you. 

“What – I didn’t even know I could do that?” Email ZenDog@zencontract.com and lets setup a free once off training session.  

Zen Dog Update – 3rd December 2018


Zen Dog has new features

Stage 1 of streamlining the Sign Up Process

Stage 1 of the Sign Up Process is complete and new users will enjoy the sleeker, more Zen like experience. This means that we take care of the admin while you enjoy the outcomes. In addition to database changes and a tweak to the look of the page, user groups, settings and categories are now preset. 

Description Column linked to Autotask

Zen Dog thought your customers would enjoy knowing what a 1GY13PA#ABG is. Now you can keep your item names for product and use the new description column to provide a clear and concise summary of the product. This description saves in each Zen Contract created Autotask Quote, but does not override the existing product description in the product section. 

Allowing for full control on creating placeholder description content for sales to fill in as they send proposals or quotes. 

Additionally this has been included into our Pricing Library. Now you can save customer or solution specific descriptions once for use as many times as you like. 

Unique Template Document Reference Numbers

It is a contract after all, so locking down the ability to edit the reference number is key. Now each template can be set, by Template Builders only, to have a unique prefix and suffix (numerical suffix). Once set and the first template is made into a document the number cannot be edited, or changed giving a level of control not enjoyed before.

Zen Dog is firm – but fair. 

This Release Note Blog

Zen Dog also learnt to type, making him the first to do so with such a beautiful grasp on language. The aim is to showcase the agile development methodology and constant updates Zen Contract is getting.