What's new?
In this section you will find all the new features that are added to Zefort.
Improved UX for custom metadata We are constantly improving Zefort’s user interface. Latest improvement applies to Custom Metadata configuration and…
Read articleIntegration with SalesForce Zefort now has a REST/API integration with SalesForce. SalesForce integration covers following functionality: – Party synchronization between…
Read articleDashboard available for all Zefort users 🎉 Dashboard will give a quick insight of what is happening in your Zefort…
Read articleIntegration with Visma Sign Zefort now has a REST/API integration with Visma Sign. This is optional feature – in case…
Read articleAction buttons in contract view If you wish to archive a contract, mark it as a favourite or just copy…
Read articleIntegration with DocuSign Zefort now has a REST/API integration with DocuSign. This is optional feature – in case you are…
Read articleDouble click to zoom 🔎 Need to see that small print in your contract 🧐 ? Now it is very…
Read articleUpgraded Contract Toolbar We have upgraded the Contract toolbar. Picture below sheds some light to icons in the new toolbar.…
Read articleIntegrations tab in Account Settings Integrating with other systems is a key area on our roadmap. We already have comprehensive…
Read articleIntegrations tab in Account Settings Integrating with other systems is a key area on our roadmap. We already have comprehensive…
Read articleCustomize metadata shown in the Contract Card The Admin user with “Can manage account setting and tags” right turned on…
Read articleDashboard Note: Dashboard is an option, which is included in ENTERPRISE edition, but can also be purchased separately for other…
Read articleFind similar contracts Ever needed to find all contracts which are made with the same contract template? Or contracts which…
Read articleSelect columns shown in the table view In Contracts view’s table view you can now select the columns you wish…
Read articleFavorite contracts You can mark the contracts you regularly need to view as ‘favorite’ contracts by click the small heart…
Read articleSearching for contracts with missing metadata Ever wanted to find those contracts, which are NOT yet in any binder or…
Read articleSending several contracts with one email Now you can send several contracts with a single email to Zefort. Just attach…
Read articleSemi-annual recurring activities For those of you with contract activities requiring attention every 6 months, we’ve added the “Semi-annually” activity…
Read articleAdvanced targeted search You may now target your text searches to a specific context, such as title, notes, or emails.…
Read articleParty management We have introduced a party management view, where you may: edit the Name and Business ID for a…
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