Legal teams maintain control with contract templates that use up-to-date language, ensuring consistency and compliance across all contracts.
Business teams can quickly create tailored contracts from their favorite tools (like Hubspot and Salesforce), without the legal team becoming a blocker.
Automate your contract creation processes with ease
Quickly create and get new contracts approved – no technical expertise required.
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, Guideline.ai (PC Dreamscape LLC)
What makes SpotDraft different from other CLM platforms for contract creation?
SpotDraft stands apart with its balance of control and simplicity. Legal teams maintain control with customizable templates and rules, while business teams create contracts directly from tools like Salesforce and HubSpot—without the risk of non-compliance.
Can non-legal teams create contracts without involving Legal?
Yes! SpotDraft empowers Sales, HR, and other business teams to generate compliant contracts through form-based templates. Legal maintains the guardrails with conditional logic and approval workflows, so business users can create contracts without needing legal review for every transaction—freeing Legal from routine escalations.
How do approval workflows work in SpotDraft?
SpotDraft’s workflow automation lets you define custom approval sequences based on contract type, value, or other variables. Contracts are automatically routed to the right stakeholders at each stage—minimizing bottlenecks, reducing errors, and maintaining clear audit trails for every approval action.
How does SpotDraft integrate with Salesforce and HubSpot for contract creation?
SpotDraft offers native integrations with Salesforce and HubSpot, allowing your teams to create, send, and track contracts without leaving their CRM. Data from these platforms automatically populates contract templates, eliminating manual entry and ensuring accuracy.
Can SpotDraft handle different types of contracts like NDAs, MSAs, or HR agreements?
Absolutely. SpotDraft supports a wide variety of contract types, including NDAs, MSAs, offer letters, ESOP agreements, invoices, and more. You can customize templates for each contract type and set rules that adjust language based on specific deal terms or regions, ensuring compliance across every contract. SpotDraft is capable of both buy-side and sell-side contracts and workflows.
What are SpotDraft Express Contracts?
Express Contracts allow you to send standard, non-negotiable contracts via public links. Counterparties fill out a simple form, the contract auto-adjusts to their responses, and they can sign instantly. This feature is perfect for NDAs, DPAs, or other standardized agreements where speed matters.
Can SpotDraft help with bulk contract creation and distribution?
Yes! With Campaigns, SpotDraft lets you customize and send contracts in bulk—perfect for offer letters, ESOPs, onboarding agreements, or large-scale vendor contracts. You can map variables across hundreds of contracts and track status in real-time, ensuring quick turnaround with automated reminders.
How secure is SpotDraft for contract data and signatures?
SpotDraft is SOC2, ISO, HIPAA, and GDPR compliant, with end-to-end encryption and audit trails. Our native eSignature solution adheres to global standards like ESIGN and EIDAS, so contracts are secure and legally binding across jurisdictions.
Can I update contract templates globally without disrupting ongoing deals?
Yes. With SpotDraft, template updates are seamless. Legal teams can instantly push new language or clauses across templates, ensuring that business users always work with the latest, compliant versions—without disrupting active deals.
Contract Workflow: Examples + Steps for an Effective Workflow
Without an effective contract workflow, each stage of the contract management process can get overwhelming. Here’s how to set up simple contract workflows.