Ideas & Feature Requests
23 results found
-
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 -
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 -
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 -
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 -
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 -
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 -
Translations / Internationalisation
Please provide more languages.
French and German are personal priorities.7 votes -
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 -
Domain Integration (Subdomain & Email)
Greater customisation welcomed:
- The ability to integrate a subdomain i.e. www.contracts.mycompany.com
- The ability to connect to an SMTP server to send emails from info@mycompany.com or info@contracts.mycompany.com
- Greater customisation of platform with custom colours and background (not only a choice of pre-defined colours).
- Customisation of email templates (Design & Content).
2 votes -
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 -
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 -
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 -
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 -
Integration with Hubspot
Integration with Hubspot to connect documents from won deals in Hubspot to Contractzen
7 votes -
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 -
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 -
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 -
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 -
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 -
Auto save function
Minutes of meetings need auto save function as all written content vanish away when your laptop do not cooperate
4 votes
- Don't see your idea?