ZenContract
Integration
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Overview

The contract operating system built specifically for MSPs. Handles the sending, signing, storing, and renewing of every client agreement -MSAs, SOWs, and policy documents - so nothing falls through the cracks and no client relationship runs on a handshake.

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The ZenContract integration for HaloPSA connects your client list, pricing, quotes, opportunities and contracts. Contracts sync automatically as clients and opportunities change, keeping pricing, dates, and agreement status aligned across both systems. Every signed MSA is tracked against your Halo client data, giving you a live view of coverage without ever leaving your PSA.

Features & Benefits

MSA Manager: Real-time MSA health score showing exactly which clients are signed, unsigned, or expiring.

Renewals Dashboard: Easy renewals pulling through last times services and pricing, reminders, all aligned with Halo.

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Centralised Contracts: Every signed agreement stored, searchable, and audit-ready, versioning and revisions.

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CPI Rules/ Price Increase: Set and forget rules once to adjust/ increase prices back in Halo yearly.

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Document Editor: In browser only Office Editor gives complete freedom to design agreement and proposals, prompts allow for a solid repeatable process and reduced error.

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