Here's the latest updates from November 2023 on SpotDraft.
Enhanced SpotDraft Reminders: Set Multiple Alerts for One Task
SpotDraft users can now set up to five reminders for a given task. It just takes two clicks to set these reminders.
You can set up to five reminders for any given task. This update drastically reduces any instances of missing out on crucial tasks related to your contract and legal processes on SpotDraft.
Add Links to your Contract Template Descriptions
SpotDraft now supports adding clickable links in the template descriptions. These new links are automatically hyperlinked in your template card while selecting a template for a new contract.
With these links, you can now offer further context to your teammates and colleagues on what your templates have to offer.
Improved Key Pointer Sync in SpotDraft’s Salesforce Integration
🔁 Expanded Object Support
SpotDraft now supports syncing Key Pointer data with various Salesforce objects, including the account and contract objects, allowing seamless sync between SpotDraft and your Salesforce data.
🕐Real-Time Sync
Now, every time you create a new key pointer or update a key pointer on SpotDraft, it will swiftly reflect in Salesforce. Bid farewell to delays and hello to real-time updates! ✨
Other Updates
- Default Currency Setup – SpotDraft users in the USA will now have the Dollar($) as their default currency, and the EU will have the Euro(€).
- Point of Contact as Default Signatory – After analyzing user data, we observed that the POC for a contract is also the signatory in most cases. Therefore, now the POC will be the default signatory for every uploaded contract to collect signatures. Don’t worry; you’ll still be able to change signatories as before.
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