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27 results found

  1. 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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    under review  ·  0 comments  ·  Admin →
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  2. 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  ·  Admin →
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  3. 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  ·  Admin →
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  4. 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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    under review  ·  1 comment  ·  Admin →
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  5. 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  ·  Admin →
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  6. 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.

    2 votes
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    under review  ·  5 comments  ·  Admin →
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  7. 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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