Release Notes – 10th December 2019

What’s New

  • New UI has been introduced to various screens such as document list, pricing widget and settings.
  • Document Timeline has been reintroduced
  • Tax setting is now defaulted to Off when creating a new opportunity

Bug Fixes

  • System prompts were not displaying when placed within a header or footer
  • Invite User button was not functioning correctly for some accounts
  • Create Document button was redirecting to the full ZenContract opportunity wizard

Release Notes – 18th November 2019

What’s New

  • Tax Regions have been added into the Opportunity Wizard.
  • Preview cards will now show a maximum of 50 characters.
  • Page number support has been added to templates. Page numbers count across multiple sections.
  • Signature Widget defaulted to “In Front of Text”. This is to avoid overlapping.

Bug Fixes

  • Clicking on the document reference in the document list no longer generates an exception.
  • Some users were reporting blank user email invites. This has been rectified.
  • Wording of the Signature canvas changed to be more user friendly.
  • If all sections in an opportunity were marked as “read-only” the review and email button should show automatically.
  • Date format in documents now take into account the users local date and time.
  • Users were reporting an error when editing older documents. This has been fixed.
  • Document Tax is defaulted to “Yes”. Validation message appears if user tries to progress without adding in tax.
  • Editing a section caused it’s preview to be overwritten in some circumstances.

Release Notes – 24th October 2019

What’s New

  • Performance enhancements to Autotask Link. Improved caching and performance to our Autotask API middleware.

Bug Fixes

  • Signature canvas functioning as expected on mobile devices.
  • Headers and Footers were not persisting correctly when multiple sections were created.
  • Cover pages with blank Headers and Footers was overwriting other sections Headers and Footers.
  • Pricing Widget was displaying incorrectly under certain circumstances.
  • Reference number on template was not pulling through to the Opportunity.
  • Make description and name textboxes easier to read when setting up pricing bundles.
  • Certain Products were not showing from Autotask.
  • Frequency column was not updating correctly when building pricing from a Pricing Widget.

Release Notes – 8th October 2019

What’s New

  • Pricing Bundles. Create pre-populated pricing bundles ready to use for any assigned template allowing for fast creation of quotes.
  • Pricing Libraries. These are now removed and have been combined into Pricing Bundles.
  • System Prompts. All prompts including System, User and Customer prompts are now located in the sidebar when creating a section or template.
  • Pricing Summary Widget. This widget allows you to view a summary of all sections within a document.

Bug Fixes

  • Link to Autotask opportunity was showing when a customer was not connected to Autotask.
  • Prefix not showing for the document reference number in the document list.
  • User and Customer prompts were not working correctly for users not connected to Autotask.
  • Opportunity name is now locked when creating a new opportunity during the document creation process

Release Notes – 13th September 2019

What’s New

  • Stripe Integration. Credit Card information is now stored securely within Stripe and allows for multiple cards to be added to an organisation.
  • ZenContract now caters for customers without Autotask. Accounts and Customers can be added directly into ZenContract.

Bug Fixes

  • Sections were not given a default order when selected within a template. Templates are now given the order in which they are dragged onto a template.
  • User defined prompts were not showing when a document is reviewed. This has now been resolved.
  • When previewing an accepted document, clicking cancel would cause the status to be reset.

Release Notes – 21 August 2019

What’s new

  • User’s now have the ability to duplicate a section, instead of having to copy the content manually from one section to another.
  • Discounts can be set for an entire pricing bundle. Previously users could only set discounts per product.
  • Performance enhancements to the section and template list screens. All section and templates previews are pre-loaded for greater speed.

Bug Fixes

  • When pricing is added to a document, in some cases a page break was visible in the published document. This is now fixed.
  • Customer search now searches on email, account name and customer name.
  • Template builder was not saving correctly during the last step of the wizard. All data is now being saved as expected.
  • Exiting the document creation process early was creating documents with a blank name. A default name is given to documents so that they can be edited under this circumstance.
  • Pricing in bundles and libraries is now formatted to two decimal places.
  • An error was occurring when clicking on the email button in a document with “sent” status. User’s can now email the customer from within a document that is already sent.