Docusign/Adobe document sync with customers/vault

Field masking per user

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

Adding automatic vaulting after signed contract

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

MarketPlace within Loyva

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

Calendar Integration

Create a separate ARR in the vault

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

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

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

The gray is not very visible

Add filtering on invoicing report and export

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

Add secondary contacts as drop down in emailing TO

Update so each individual email hooked up

Add SMTP Client

30 - 60 - 90 Contract Notification

NetSuite Integration