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27 results found

  1. amount of shares

    When inserting the amount of shares of the shareholders there could be a description in front of the number. Now the number is not so clear what it means e.g. amount of shares: xxx

    1 vote
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  2. People Tagging

    We would like to tie individuals to agreements in an area separate from our custom tags so they are easier to manage and report on. Could a new field be created for "Contract Team" that functions like the "Other Party" field and allows for multiple selections?

    1 vote
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  3. Ability for signers to see all documents they need to sign in one place

    It would be super helpful to have a place where all documents a person needs to sign are listed up in one place. It could be added to the e-signature list for documents waiting signature if I am a signer on the document. Right now there is not a way I am aware of other than combing through email for our CEO to see all documents they need to sign. This would speed up our workflows greatly if they could check once in the morning and once in the afternoon for example and sign anything waiting there in their e-signature…

    1 vote
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  4. User provisioning

    Make an option for the use of User provisioning through the Azure Active Directory. With this you can easily create users from your company in the ContractZen application.

    3 votes
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    under review  ·  0 comments  ·  Admin →
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  5. Salesforce integration

    Integration with Salesforce to connect documents from deals in Salesforce to Contractzen and to import customer metadata from Salesforce to Contractzen.

    3 votes
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  6. Use of adobe acrobat pro DC.

    I've called adobe to get the Adobe Sign, but it's expensive. Even adobe says that DC is the same thing, but cheaper. This should be a priority. Smaller startups will find it comforting to have a sign option that is professional, inexpensive and supports monthly payments.

    4 votes
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  7. Preview - Inbox

    It would be very nice to preview the documents from the inbox, so I can determine where it goes before being forced to place it somewhere.

    1 vote
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  8. Can the meetings be recurring on a schedule?

    It would be nice if the meetings could reoccur on a particular schedule, so they don't get forgotten or overlooked.

    1 vote
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  9. Document preview

    Would be great to have a preview mode of a document (especially within the MS Teams integration) instead of opening a new tab in a browser when we click on a file.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  10. Translations / Internationalisation

    Please provide more languages.
    French and German are personal priorities.

    7 votes
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    under review  ·  3 comments  ·  Admin →
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  11. Integration with invoice approval or financial management system

    I would like an integration with invoice approval or financial management system so we can permit approvers to see the associated contract when they are asked to approve invoices. Right now we need to upload the contracts into different systems and I'd rather have CZ as the single database of record. Thanks.

    1 vote
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  12. I would like to be able to import companies

    We own a portfolio of companies and to get started it would help to import companies

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  13. Domain Integration (Subdomain & Email)

    Greater customisation welcomed:

    1. The ability to integrate a subdomain i.e. www.contracts.mycompany.com
    2. The ability to connect to an SMTP server to send emails from info@mycompany.com or info@contracts.mycompany.com
    3. Greater customisation of platform with custom colours and background (not only a choice of pre-defined colours).
    4. Customisation of email templates (Design & Content).
    2 votes
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    under review  ·  1 comment  ·  Admin →
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  14. Private-Cloud, On-Prem or Containerised Offer

    Give the opportunity for customers to manage deployment themselves using Private-Cloud at hosting provider of choice or on-premise.

    This could enable costumers to comply with EU & Local Regulation at best.

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  15. Regulatory Flag

    Have a flag/tag that allows users to tick when a contract may have regulatory implications. e.g. personal data is shared with a supplier that requires additional oversight from regulators/governments. GDPR, MDBN, Modern Slavery, etc or Financial Services companies that have additional requirements (due diligence, monitoring, etc) for material/critical suppliers

    1 vote
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    under review  ·  1 comment  ·  Admin →
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  16. Multiple Contact Persons for Contracts

    Sometimes a contract will have multiple points of contact. For example, it may have a Technical POC, a Contract Notice POC and a Project Manager POC. I would like the ability to add multiple contact persons for a contract and identify their purpose.

    1 vote
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    planned  ·  3 comments  ·  Admin →
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  17. Contract signature date as input field

    Will be a very useful metadata search field. Effective date & signature dates of contract not necessarily the same.

    3 votes
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    under review  ·  0 comments  ·  Admin →
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  18. Custom Types that don't override

    When mass editing, if you add new custom types to a group of documents, it shouldn't override their existing custom types, it should simply add a new custom type to those documents

    10 votes
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  19. Integration with Hubspot

    Integration with Hubspot to connect documents from won deals in Hubspot to Contractzen

    4 votes
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  20. Add standard email messages to Reminders

    Add ability to create and choose standard templates for reminder email messages. This would simply be the text to include in the reminder email. This would be extremely helpful for external reminders and common deadlines, so you don't have to re-type them every time, and so that external parties will also get reminders, saving staff time.

    3 votes
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