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Ideas & Feature Requests

25 results found

  1. Committee subcategory to Board meetings

    Please modify the system to allow adding committees as sub-category to the Board meeting portal. This should allow managing alerts etc. so that only the relevant Board members receive committee alerts.

    Board of Directors often establish committees in which only some Board members are active. Current Board portal overloads all the Board members with alerts when there is a committee related alert e.g. review comment to the minutes.

    1 vote
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    completed  ·  1 comment  ·  Admin →
  2. White labeling color scheme, logo

    It would be great to have more color options that could be forced at the account level, versus user level, and to be able to replace the ContractZen logo with our company logo to give users a more customized feel in the system.

    1 vote
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    completed  ·  1 comment  ·  Admin →
  3. Alphabetical Order of Types, Custom Types and Tags

    Hello there, currently, tags , types and custom types are not reflecting in alphabetical order, which makes it very hard to select everything you need to select. Please can you configure the system to show these tags alphabetically?

    1 vote
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    completed  ·  1 comment  ·  Admin →
  4. Pöytäkirjan tulostus ilman liitteitä

    Pöytäkirja olisi hyvä saada avattua ja tulostettua myös ilman liitteitä MyFilesista. Muuten käy helposti niin, että tulostaa koko pinon paperia ja joutuu myös tekemään ylimääräistä jumppaa, että saa liitteet pois. Jos voisi lisätä vaikkapa paikan ruksille "sisällytä liitteet" tms.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  5. Automatically update Linked Documents

    If a "Contract" and "Amendment" are linked in the "Contract" document, they don't show up as linked in the "Amendment" document. Can you automatically update linked documents so that we don't have to link a Contract to an Amendment, then go to the Amendment document and link the Amendment to the Contract.

    1 vote
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    completed  ·  1 comment  ·  Admin →
  6. User-defined fields

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

    7 votes
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    completed  ·  1 comment  ·  Admin →
  7. docusign

    Please consider integration with Docusign which is one of the most popular electronic signing tools.

    6 votes
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    completed  ·  1 comment  ·  Admin →
  8. Download contracts from ContractZen

    I'd like to be able to download several files at a time, so that I can quickly make a backup of everything I uploaded on the platform.

    1 vote
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    completed  ·  1 comment  ·  Admin →
  9. 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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    completed  ·  0 comments  ·  Admin →
  10. include all contract info in export to excel

    include all contract info in export to excel or allow users to pick which info they want to export. right now, common tags do not seem to export to excel.

    2 votes
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    completed  ·  1 comment  ·  Admin →
  11. Logical ordering of custom tags

    We're using a lot of custom tags to be able to generate very specific reports, but the order of the tags seems to change every time we open a record, which makes it hard to locate the necessary terms. Could the tags be ordered alphabetically? Also, the system slows to crawl when I need to add new tags. Can this be addressed?

    1 vote
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    completed  ·  3 comments  ·  Admin →
  12. Budjettiosio ja kalenterikutsut macille

    Ja sitten vielä kysymys. Saako järjestelmästä lähetettyä kokouskutsut macin mail ohjelmaan - entä suoraan järjestelmästä merkintä macin omaan kalenteriin niin että muut tiimiläiset näkevät kalenterimerkinnän? ps. microsoftia emme käytä.

    2 votes
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    completed  ·  0 comments  ·  Admin →
  13. Data protection officer (DPO) contact fields to Company Register

    I'd like to suggest adding data protection officer (DPO) contact fields to Company Register

    1 vote
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    completed  ·  1 comment  ·  Admin →
  14. Extract ACTION POINTS from My Notes and auto-creation of a Table of Actions

    Extract ACTION POINTS from My Notes and auto-creation of a Table of Actions would allow the user to download a complete list of actions to circulate to the owners of those actions. Meaning Contract Zen would need to create an option next to DECISION called ACTION BY or OWNED BY.
    Would really be a good selling point for Contract Zen.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  15. Allowing for pence in the contract value

    This will allow contracts where values don't round up to pounds/dollars etc. to still show the full amount

    1 vote
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    completed  ·  0 comments  ·  Admin →
  16. 1 vote
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    completed  ·  2 comments  ·  Admin →
  17. Upload emails under contracts

    Many times contracts are negotiated by email messages between parties. As a Lawyer I always need to know the history. Therefore I wish to upload relevant email correspondence and attach it under the specific contract

    3 votes
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    completed  ·  3 comments  ·  Admin →
  18. I would like to have contract templates easily available in Contractzen

    It would be great to have latest versions of contract templates easily available in ContractZen for all users.

    3 votes
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  19. Feature that enables user to change the order of attachments

    This is important also when sending documents to e-signing.

    2 votes
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  20. Ability to give specific date to look at in Log

    To be able to give specific date in Log to look at, in addition to previous day button

    1 vote
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