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Ideas & Feature Requests

26 results found

  1. 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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  2. 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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  3. 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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  4. Integration with Hubspot

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

    7 votes
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    planned  ·  0 comments  ·  Admin →
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  5. Translations / Internationalisation

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

    7 votes
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. RESTORE of deleted contracts / waste basket

    for legal/audit reasons, it should not be possible, that a single person may delete a contract permanently without second approval
    Therefor it would be reasonable to move a contract to a "deleted" basket, where it could be restored or the deletion approved by a second person.
    In Germany it is legally binding to store commercial data for at least 10 years

    2 votes
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    under review  ·  1 comment  ·  Admin →
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  12. 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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  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. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. detailed view of changes

    necessary to review, whether a change was intentionally made by a user or e.g. a typo
    If I can not only see, who changed something, but also WHAT, I can contact respective editor in order to clarify the change
    Additonally it would be great, to get a comment field for every change, that was made, so that one has the opportunity to explain, why the modification was mad

    1 vote
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