ZenContract Saves You Time

and Ultimately, Money

ZenContract is a cloud based contract and proposal management software, which enables business owners, marketing teams and sales people to be more efficient through cloud delivered, templated contracts and proposals.

The software has been built to fully integrate seamlessly into Autotask, without the need to re-enter data.

It’s your Robust Process in One Tool.

Proposal Contract Demo

KEY FEATURES

  • Templated Documents

  • Cloud based

  • Secure platform

  • Instant notifications & online chat

  • Sign on glass

  • Autotask integration

Efficiency

Efficiency

  • No more documents scattered and double handling
  • No more offline manipulation of offline word / pdf documents
  • Produce professional looking documents in significantly reduced time
  • Allows you to “be in more, to win more”
  • Eliminate double punching of information back in to Autotask
  • Eliminate that filing cabinet of signed, paper documents – “green” solution

Compliance

  • Ensure latest versions of sales documents are used – “brand compliance”
  • Ensure latest versions of legal wording is used – “legal compliance”
  • Ensure everything is approved / signed off before work starts – sign on glass
  • Ensure internal pricing approval sign-off is obtained before it goes to the client, every time

Collaboration

  • Internal  teams can easily work on the same version of document without emailing back / forth
  • Client and Sales teams can discuss documents in real time, or exchange questions through ZC, not through email

Visibility

  • See history of how a deal has progressed in one place – full version control.
  • Sales Manager – single pane of glass to see what team members are up to / sales analytics
  • Ever wondered if a document has been read or forwarded?  ZC will show you.

How It Works

1

Choose a template and enter client details
2

Add sections for product and pricing
3

Review the document and send via email
4

Receive notifications when opened and viewed
5

Once approved, client signs on glass
6

Contract details saved securely
7

Details can even be synced with Autotask

Free 14 day trial, sign up now: