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23 results found

  1. Chart view in pdf

    Currently organization structure creates .svg and .png files, which are not welcomed by banks and others. Such files are also shown as picture and not as attachment when attaching to email (O365).

    1 vote
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  2. 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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    planned  ·  0 comments  ·  Admin →
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  3. 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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    under review  ·  0 comments  ·  Admin →
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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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  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. 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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  7. 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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  8. 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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  9. 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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  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. 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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  12. Add comments feature to every agenda section separately (as it is in the review phase)

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  13. 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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  14. 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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  15. 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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  16. Integration with Hubspot

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

    7 votes
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  17. 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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  18. 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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  19. 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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  20. 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.

    7 votes
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