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
Custom Templates
and Sections
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.
Digital Signature
Validating document integrity by public key encryption of the sender’s identity.
Autotask Integration
Autotask dual opportunity sync, a powerful new integration to go with product, pricing, customer and contact data.
Connectwise
Integration
Coming soon.
How it works
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Choose a template and enter client details
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Add sections for product and pricing
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Review the document and send via email
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Receive notifications when the document is opened and viewed
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Once approved, client signs on glass
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Contract details saved securely
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Details are synced with Autotask
Key Features
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Cloud Based
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Sign on Glass
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Template Documents
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Secure Platform
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Autotask Integration
Efficient and Collaborative
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Produce professional looking documents in significantly reduced time
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No more scattered paper and double handling
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No more offline manipulation of Word and PDF documents
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Eliminate double entry of information in Autotask
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Eliminate that filing cabinet of signed, paper documents
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Internal teams can easily work on the same version of a document
Visibility and Compliance
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Ensure latest versions of sales documents are used – “brand compliance”
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Ensure latest versions of legal wording is used – “legal compliance”
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Ensure everything is approved and signed off before work starts – sign on glass
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Ensure internal pricing approval sign-off is obtained before it goes to the client
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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
Gareth Beesley
Chief Zen Whisperer
CEO
Ian Baker
Knowledge and Wisdom Guru
Certified Autotask Implementation Partner
Greg Sharp
Master of Sales Zen
Autotask Worldwide Advisory Board Member
Nathan Dunn
Developer Guru
Autotask API Expert
Richard Walker
Technical Zen Master
Autotask API Expert
Lifespark Nutrition
"Zen Contract has changed the way we do business"
Want more information?
Send us a message.
126 Valley Road
Mount Eden
Auckland 1025
New Zealand
