Action buttons in contract view

If you wish to archive a contract, mark it as a favourite or just copy the contract URL to your clipboard, you can now do that also in the contract view. And there are also other contract level actions available.

You can now find these action buttons in the contract toolbar.

Integration with DocuSign

Zefort now has a REST/API integration with DocuSign. This is optional feature – in case you are interested, let us know 🙂.

Double click to zoom 🔎

Need to see that small print in your contract 🧐 ?

Now it is very easy – just double click the contract preview to make it full screen. And to get back to normal view, simply repeat what you just did: double click the contract preview.

Upgraded Contract Toolbar

We have upgraded the Contract toolbar. Picture below sheds some light to icons in the new toolbar. Don’t hesitate to test them out yourself 😎

Integrations tab in Account Settings

Integrating with other systems is a key area on our roadmap. We already have comprehensive APIs which can be used to build custom integrations.

But, we want make everything in Aivan.ai simple and easy — including integrations.
A step towards this goal is the integrations gallery, which we just released. Here, Admins can manage the built-in integrations with other systems. Currently you can find the following systems in the integrations list:

– Telia Sign
– Visma Sign
– Azure AD SSO
– Google G-suite SSO
– Microsoft ADFS SSO
– Generic SAMLv2 SSO
– Amazon S3 (customer site backup)

We have already seen brand names such as DocuSign and Salesforce on our roadmap, so stay tuned!

(Note: separate fee may apply for integrations. If you are interested, do not hesitate to contact our support for additional information)

Integrations tab in Account Settings

Integrating with other systems is a key area on our roadmap. We already have comprehensive APIs which can be used to build custom integrations.

But, we want make everything in Aivan.ai simple and easy — including integrations.
A step towards this goal is the integrations gallery, which we just released. Here, Admins can manage the built-in integrations with other systems. Currently you can find the following systems in the integrations list:

– Telia Sign
– Visma Sign
– Azure AD SSO
– Google G-suite SSO
– Microsoft ADFS SSO
– Generic SAMLv2 SSO
– Amazon S3 (customer site backup)

We have already seen brand names such as DocuSign and Salesforce on our roadmap, so stay tuned!

(Note: separate fee may apply for integrations. If you are interested, do not hesitate to contact our support for additional information)

Dashboard

Note: Dashboard is an option, which is included in ENTERPRISE edition, but can also be purchased separately for other editions. If you are interested, contact our support for additional details.

Dashboard will give a quick insight of what is happening in your Zefort account. Dashboard includes:
– # of contracts uploaded by time
– list of all upcoming, past due and completed activities
– # of contracts by status, binder and owner

You can filter and drill down the Dashboard data.

Find similar contracts

Ever needed to find all contracts which are made with the same contract template? Or contracts which have more or less the same content?

Now this is possible with our new feature called “Similar contracts”: just click on the “Similar” icon on top of that specific contract and with a help of some AI-magic, Zefort will list you all similar contracts.

You can adjust the similarity of the search result with the slider on the top of the page.

Video below shows how it works in practice.

Select columns shown in the table view

In Contracts view’s table view you can now select the columns you wish to see.