📄 “All contract data” reporting view
A new view for the existing "Reporting" page under a new "Contracts" tab which provides a comprehensive grid of contract data.
Each row is a contract in the system and each column a data field.
Selective data fields will include
Basic details - such as name, overview, value, references
Versions and statuses - including last agreed vs last added, to clarify the current workflow.
Default milestone occurrence - such as signature, start, fulfilment, expiry, and end.
Custom milestone data - including name and occurence
User and team data - including both sender and counterparty company and users
Contract documents and signature requests - including statuses, attachment names, and e-signer user emails
The view will have all the usual configuration options such as filters, sorts, hidden columns, and configurable currency and filtering for parent-child companies and by current user permissions.
The view can also be downloaded as an Excel file for onward use.
🫥 Hidden custom line item fields
A new “Visibility” option will be added for all custom line item fields with the options of being “Visible to suppliers” or “Hidden from suppliers”
When a field is hidden from suppliers, it cannot require a supplier response and a buyer response is optional.
Hidden field will not be visible in all supplier-side views. They will also show a clear “Hidden from suppliers” label wherever they appear on the buyer side of a request.
A custom formula which is visible to suppliers may only reference other fields which are also visible to suppliers, to avoid leaking any hidden data. This will be enforced on the “Review & send” page.
This configuration will be added for all existing custom fields on requests and templates - it will be set to “Visible to suppliers” as this reflects the existing state.
Predefined fields do not have visibility configuration and are unaffected by these changes.
💲 Add new predefined “Target total cost” field
A new line item field called “Target total cost” can be to added to explicitly represent the target total cost (which is currently only dynamically added to the comparison view).
The field is a hidden formula field with a default of formula of
{Target price per unit} * {Quantity}but this can be configured to any formula.The field will now consistently appear alongside other line item fields in all contexts (including exports) but is only visible on the supplier side of a request.
🐛 Bug fixes
Fix to ensure that the comparison view CSV export for line items contains all multi-stage line item responses.