Ideas & Feature Requests

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  1. User-defined fields

    Add a few user-defined fields so we can add Purchase Order number, board approval date, etc.

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Contract signature date as input field

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

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    9 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integration with Hubspot

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

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. A simple REST API to add new contracts

    I'd like to see a simple REST API to send new contracts to ContractZen in a way that is internally similar to how email based documents are sent, but with an option of setting the contract metadata. This would help integrating CZ with our other tools.

    4 votes
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    started  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make unread comments more prominent

    The little colored ball on the Agenda / General -tabs of the board meeting is elegant, but I'd prefer something more prominent. Perhaps blinking little ball? We have discussions often on both the general tab and the agenda and some board members fail to notice the new comments.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pick up a new contract from CRM

    We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”

    We use Pipedrive and are moving to Hubspot - both have excellent api’s.

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Pick and choose which fields to export in Excel

    I would like to pick and choose which fields to export into Excel. ContractZen exports several data fields that I don't ever need.

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow external users to send documents to your inbox

    Would be great if external users (e.g. people in my organization not using ContractZen) could send the documents (e.g. signed agreements) to my inbox in ContractZen. All the people in my organization cannot be ContractZen users.

    1 vote
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Auto save function

    Minutes of meetings need auto save function as all written content vanish away when your laptop do not cooperate

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Slack integration for workflow

    I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
    1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
    2) When a contract moves from draft to signed, this also results in a change in Slack

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Associations also available at company menu

    I like to use Contractzen for couple of Associations. I can use it now, but it would be much more professional if I have not only companies but also associations in contractzen. It need some modification for company page.

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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