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27 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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    under review  ·  0 comments  ·  Admin →
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  3. 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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  4. 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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  5. 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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  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. 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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  8. 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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  9. 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  ·  Admin →
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  10. 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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  11. 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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    under review  ·  0 comments  ·  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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    under review  ·  5 comments  ·  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. 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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  15. 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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  16. 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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  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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  18. 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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  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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  20. 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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