Resending documents or reminders

For already sent documents we need the ability to to resend.

Create separate environments for railway docuseal environment

Move docuseal documents from AWS to GCP

Field masking per user

MarketPlace within Loyva

We want to build a market place were adjancent vendors can get business through our system. This is where we will list our non-intergation parntners such as CIBC, EasternBank - BridgePoint etc. We build the community of partners.

Calendar Integration

Integrating Sales Person or Admins Calendar to the System to view what’s coming up for their job. Connect to Google Calendar or Outlook Calendar.

We need to update these status automatically when docs are done signing

NetSuite Integration

Integration Invoicing Data into NetSuite One Option is to use the Stripe - NetSuite Integration

Document Retrival From Document Management Systems

Allow customers to upload documents from Box - Google Docs - OneDrive - or DropBox

Google Maps Verification

Connect Google Map to Create New Customer

Add users on the admin platform side so Loyva can invite users

Docusign/Adobe document sync with customers/vault

Adding automatic vaulting after signed contract

Update email profile so each user can enter their own emailing system

Archiving is doing it one at a time, we need to make this much faster.

Create a separate ARR in the vault

Allow user to add ARR and MRR together on the same line, keep them separate. Add to reporting

Allow cc for in person signing beacuse it doesn't work

Remove the line items add to the pdf from proposal to contract

Add filtering on invoicing report and export

Add SMTP Client

Quickbooks Integration

Complete Quickbooks Integration to send paid invoices from Loyva into Quickbooks.

Bug on preview for sent documents

Viewed Document Bug

When viewing a document that has multiple pages, it only shows the first page

Bug - In Staging Signatures

Within Signatures Area if a document is in the “viewed” status you have the ability to Delete it. But that same document within the “Documents” area can be Recall & Edit - Voided - etc. Update the “Actions” of a document within Signatures that is viewed to only view the document and view the signers.

Need to revisit tagging because client tags are mixed with document tags in client creation

The gray is not very visible

Make the calendar easily navigate using year and month as well not just arrows

Add secondary contacts as drop down in emailing TO

Also, add CC, BCC option as well.

Update so each individual email hooked up

30 - 60 - 90 Contract Notification

When a customer adds Contract Terms and they are not set to auto renew - Provide an in-app notification that the contract is coming up for renewal.

Billing Reporting

Create Reports based on invoices What’s Paid - UnPaid - Amount per customer and amount per portfolio - add the ability to export data