Take actions on contracts received over email, without switching screens

Seamlessly upload documents received over email to SpotDraft for the next steps and send existing contracts as attachments, all without moving out of Gmail.

Say goodbye to the hassles of using multiple tools

Contract actions you can take on Gmail are:

  • Send SpotDraft contracts over an existing email thread
  • Upload customer contracts received on email to SpotDraft for review/signatures
  • Upload supporting documents for an existing contract
  • Capture additional contract information using Intake Forms
  • Assign an optional reviewer

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Upload email attachments, and send SpotDraft contracts via Gmail

In a few clicks, upload documents received over email to your SpotDraft workspace, without moving out of Gmail.

Contracts received over email can be uploaded for:

  • review
  • eSigning
  • version update

Conversely, attach existing SpotDraft contracts and send them to your counterparties over the same email thread. 

Collect additional contract data using Intake Forms

When you upload a customer contract received via Gmail, you can capture additional data right from your email.

All the associated contract information can be saved as contract metadata for the contract on SpotDraft.

Assign internal reviews via Gmail

When you upload contracts for review/eSigning, you can assign an optional internal reviewer for it on SpotDraft and get it vetted. 

You’ll receive a notification once it’s ready for the next steps, and can take it forward from there! 

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