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WORKFLOWS

Automate contracting processes with SpotDraft

Reduce the turnaround time on contracts and minimize risk with workflows. Easy to set up and use - no technical expertise needed.
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Set up workflows for

Create contracts

Creating contracts

Put high-volume business contracts on autopilot with contract template workflows

Approving contracts

Minimize risk by automatically mandating approval from key stakeholders based on certain contract values.
Conditional approvals
Review requests

Handling review requests

Review requests get auto-assigned to team leads.

Collecting signatures

Auto-send contracts to key stakeholders for collecting signatures sequentially.
Collecting signatures
Auto-signing

Auto-signing certain contracts

Save time and auto-sign basic, standard-form contracts automatically.

Following up with counterparties

SpotDraft automatically sends out email follow-ups every two days for contracts that haven’t been executed.
Automated follow-ups
“SpotDraft streamlines our workflows so we can focus on true legal requests, not the repetitive general requests that can be resolved via standard fallbacks and appropriate approvals. Everything simply works, the team is open to feedback, and the team is constantly improving the product!”
Taylor Smith
|
Contract Manager
,
PostScript
Xavier L. -Beamery General Counsel
Great product with an outstanding team! SpotDraft is a very agile company who is hungry to build a category leading product. As a customer that comes across very positively. The product has a huge potential.
Xavier L.
|
Chief Legal Officer and Chief Talent Officer
,
Beamery
Axelle -Consultant in Strategy of IDfy
SpotDraft provided the simplicity and flexibility we were looking for and the pricing is better compared to others. The first connection with the team felt more reassuring. They are extra, providing such a good support to clients.
Axelle
|
Consultant in Strategy
,
IDfy
Cory L. - VP, Legal & Data Privacy Officer of Bouy Health
I'm a big fan of SpotDraft! The SpotDraft platform and features are intuitive, making the contract process (mission-critical) more enjoyable. The UX is a delight. The SpotDraft team provides an excellent, collaborative service to support customers.
Cory L.
|
VP, Legal & Data Privacy Officer
,
Buoy Health
David Levanon - Senior Director and Head of Revenue Operations of Chargee
The SpotDraft team has been more than amazing in helping us evaluate their platform and getting it ready for launch. Their product answers our needs and requirements and will grow with us as we continue to scale our organization.
David Levanon
|
Senior Director and Head of Revenue Operations
,
Chargebee
Ben Bowden - COO and General Counsel of Zai
The specific problem we were looking to Spotdraft to solve was to provide a single, secure and easily searchable repository of all our contracts. Spotdraft has solved that problem for us. But it has also brought significant additional benefits, particularly around the execution of template contracts.
Ben Bowden
|
COO and General Counsel
,
Zai

"SpotDraft has helped the legal team seamlessly collaborate with other teams. It has helped us be on one page and accelerate processes."

Brenda Yun Perez
Senior Legal Operations Manager

"During our search for a CLM tool, we evaluated around seven options. We chose SpotDraft for its decluttered interface and ease of use, particularly for our business teams."

Aditi Kapoor
Director, Legal, Gameskraft

“SpotDraft is leveraging generative AI to increase efficiency. This is helping us with diligence and also housekeeping for our contracts. Overall, with SpotDraft’s cutting edge features, it means less manual work and more meaningful legal work for our team”

Natasha Wilson
Head of Legal

“We have great feedback from our sales team, being able to produce consistent contracts in a timely manner. SpotDraft has also been able to streamline the approval process and help business teams gain visibility into the contracting process.”

Micah Nessan
General Counsel

Put contracting processes on autopilot with workflows

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