Cloud Based Contract and
Proposal Management System
Zen Contract enables business owners, marketing teams and sales people to be more efficient through cloud delivered templated contracts and proposals
Allowing you to be the design team.
Risk Free Proposals
Ensuring the T's & C's are locked, up to date and completely version controlled across the entire legislative landscape.
Validating document integrity by public key encryption of the sender’s identity.
Autotask dual opportunity sync, a powerful new integration to go with product, pricing, customer and contact data.
How it works
Choose a template and enter client details
Add sections for product and pricing
Review the document and send via email
Receive notifications when the document is opened and viewed
Once approved, client signs on glass
Contract details saved securely
Details are synced with Autotask
Sign on Glass
Efficient and Collaborative
Produce professional looking documents in significantly reduced time
No more scattered paper and double handling
No more offline manipulation of Word and PDF documents
Eliminate double entry of information in Autotask
Eliminate that filing cabinet of signed, paper documents
Internal teams can easily work on the same version of a document
Visibility and 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 and signed off before work starts – sign on glass
Ensure internal pricing approval sign-off is obtained before it goes to the client
Sales managers have full visibility to see their team members document status and statistics
Easy to use and easy to manage
User friendly interface allows you to gain visibility of where everything is at, maintain control of your branding and ensure compliance.
Meet The Team
Chief Zen Whisperer
Knowledge and Wisdom Guru
Certified Autotask Implementation Partner
Master of Sales Zen
Autotask Worldwide Advisory Board Member
Autotask API Expert
Technical Zen Master
Autotask API Expert