Leveraging SpotDraft’s Salesforce integration has helped us streamline our contract workflows, accelerate contract cycle time, and gain the autonomy and real-time visibility needed to focus on strategic, high-value deals.
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‍Deepa Amre
Head of Legal at Wingify

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Wingify’s Challenges

The legal team at Wingify faced hurdles in the sales contracting process. Some of the challenges include:

• No centralized repository: Contracts were scattered across email threads, shared drives, making it hard to find the latest executed agreement or maintain a single source of truth.
• Manual contract creation: NDAs, MSAs, and other agreements required extensive data entry.
• Lack of visibility: Sales and finance teams wanted real-time visibility into the status of contracts, without having to contact legal each time. 

To streamline the sales contracting process and legal documentation process, Wingify integrated SpotDraft with Salesforce, enabling seamless contract creation and execution. 

How Wingify Uses Salesforce for Contract Management

• 75% of Wingify contracts are now created directly in Salesforce, thus ending delays from switching systems and manual legal handoffs. 

• The Salesforce integration has helped significantly cut down contract lifecycle time and help legal and sales teams both to focus on high level tasks. Time was saved by reducing manual effort for data entry, as fields were auto-populated. ‍
• Wingify’s sales team jumped on the SpotDraft integration en masse. There was no new platform to learn, no context switches, just contract creation in a few clicks and tracking directly inside Salesforce.

SpotDraft + Salesforce: One Unified Workflow

• In-CRM contract generation: The sales team could create  NDAs, MSAs and Order Forms directly from Salesforce records (Accounts, Opportunities, Quotes).‍
• Auto-populated templates: Key terms like payment schedules, renewal dates, pricing tiers are pulled up straight from your Salesforce fields to eliminate manual entry.
  

• Flexible document handling: Upload third-party contracts for review seamlessly.
  
• Conditional contract creation: Users can create a contract only if pre-defined conditions are satisfied. For example: Opportunity is in the Negotiation stage, preventing users from generating agreements too early.
  
• Native eSign & real-time tracking: Send contracts via shareable links and monitor signature status instantly without leaving Salesforce.
  
• Two-way sync & audit trail: Contract metadata and status updates flow bi-directionally between SpotDraft and Salesforce, creating a full compliance log.
  
• Custom reports & analytics: Tailored dashboards let the Wingify legal team monitor contract volume, cycle times and workload and showcase legal’s impact and ROI to leadership.
  
• Centralized repository: All drafts and signed agreements live in one structured, cloud-based system within SpotDraft.

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With SpotDraft’s Salesforce integration, Wingify has been able to turn contract management into a seamless process and improved operational efficiency.

‍Veerbhavan Hingorani
Salesforce - CRM Head at Wingify