Improvements to Slack Notifications

Stay on top of contract updates with improved Slack notifications

Signature and approval request notifications from SpotDraft on Slack now include detailed contract information, making it easier for users to quickly understand the context and take action faster.
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Intake form support on Salesforce

Easier third-party contract uploads

Intake forms for third-party contracts can now be auto-populated directly from Salesforce, eliminating the need for business users to manually enter information when uploading a contract—saving both time and effort.
 

Improvements to Summary Page

Reorganising information on summary page

The Activity Log card is now at the bottom-left, and info cards like Approvals, Contract Info, and Related Documents have been brought out of the ‘Manage’ tab—which has been removed entirely.

We’ve also added icons to the contract action menu to give them a little more character, and grouped them better for usability.

Running On Beta Now

DraftMate Integration with Microsoft Word for Desktop

Notify team members instantly by '@' mentioning users, seamlessly segregate and display comments for internal and external teams, and access the clause library directly within the editor for a smoother collaboration experience. Know more

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Coming Up Soon...

Smart Data Capture Lite

Enjoy free access to SpotDraft's AI and automatically extract Contract Type, Counterparty, and Entity details every time you upload a contract for review or signature.
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Other Cool Stuff

• ‍Set Default Currency for your Workflow: Admins can now pre-define a currency for all contracts in a workflow, either fixed or conditionally based on dropdown responses. ‍
• Preview PDFs and Images Directly in SpotDraft: No more downloading files just to view supporting documents. You can now preview PDFs and images uploaded to SpotDraft, making it easier to review supporting documents in a convenient overlay.‍
• Seamless Error Navigation While Uploading Contracts :No more guessing why you can’t proceed during uploads! When a required field is missing, clicking “Save and Review” will now take you directly to the contract with the error.‍
• Filter Activity Logs to Find What You Need Faster: The new filters let you quickly zero in on specific details with options like All, Comments, Emails, Approvals, and Versions.