After entering all of your personal details, you will be sent an email to confirm that the email you entered is valid. It should arrive within a few minutes of signing up. If you don’t receive this email, check your spam filters (email will be from firstname.lastname@example.org) - contact support if it doesn’t arrive so we can try to send it again.
On clicking the link in the email, you can continue the registration process.
Firstly, enter the password you want to use for your account - this will then start the new account setup wizard.
Step 1 - Setup Region
You will then need to pick one of the three regions of the world, so your account can be based on one of our servers closest to you.
Step 2 - Your Company Information
Enter all the information about your company. This is used in various places such as for our accounting purposes, and for the details that appear on your documents.
Step 3 - Finished
On this step you can pick the pricing plan you want to be on, then click Finished to complete the setup.
The system has the ability to create one sample proposal and one sample contract for your new account. We highly recommend using this option as this is the quickest way to get started with ZenContract. If you are already familiar with the system, you can leave these two boxes unticked.
You are then able to link ZenContract to your Autotask. If you don’t have Autotask, or want to do this at a later stage, you can (to complete this later, go to Admin > Settings > Plugins > Autotask).
If you are an Autotask customer, we recommend you complete this first as it will sync all of your customer data into ZenContract, saving you having to enter this manually.