Create and track contracts within HubSpot for 2X faster deal closures.
Say goodbye to the hassles of using multiple tools
Create contracts in a few clicks, using HubSpot data to auto-populate proposals.
With SpotDraft as your copilot, deal management becomes 2x faster.
- Enable your business team to take ownership of contract creation and management, all within HubSpot.
- Using HubSpot data, auto-populate proposals to generate error-free contracts in minutes.
- Collaborate effortlessly with approval routing and version control, with constant visibility into current and legacy contracts.

Create and manage contracts from the HubSpot deal
Save time and manual efforts when SpotDraft auto-fills the proposal with HubSpot data. An error-free standard contract gets prepared for you within minutes.
Every new version with updated contract data gets synced between HubSpot and SpotDraft, so you’ll never miss out on any contract action.
Define conditions for contract creation as per organisational standards
Ensure that your organisational standards are followed for every deal, without confusion or the need for an intervention.
SpotDraft lets you lock contracts that don't need to go out at a specific stage of your sales cycle. You can set multiple conditions, which if met, unlock the required contracts.
Request approvals and signatures from HubSpot
Instead of raising review requests offline, send contracts for reviews to the relevant stakeholders, without ever leaving HubSpot.
While that gets undertaken, you can move on to the next deal - SpotDraft will keep you notified of the next steps. When it’s time to send the contract for eSigning, just hop on to HubSpot and get it done at the click of a button!
Generate detailed reports for internal audits
You no longer need to look for historical contracts across multiple folders and drives, with SpotDraft as your single source of truth. The SpotDraft widget contains a list of all the contracts created on HubSpot across different stages for constant visibility and seamless report generation.
We’re here to help with any questions you have.
What is the SpotDraft HubSpot integration?
It is a native connection that lets sales teams create, review, and sign contracts from inside HubSpot. You can trigger contracts from Deals, pull in company and contact data automatically, and track status without switching tools.
Which HubSpot objects are supported?
Deals, Companies, and Contacts. You can also reference Line Items and Quotes for pricing and scope details when your contract template needs them.
What can my team do without leaving HubSpot?
Start a contract from a template, auto fill fields from the deal record, send for internal review, share for counterparty review, send for signatures, and track real time status inside the deal.
How does this integration help accelerate our sales cycle?
The integration eliminates time-consuming manual tasks by allowing sales teams to generate contracts in minutes with pre-populated HubSpot data. Real-time contract status tracking within HubSpot provides immediate visibility into each contract's progress—whether awaiting review, with the counterparty, or ready for signatures. This transparency enables faster decision-making and removes bottlenecks in the deal closure process.
Can it handle third party or customer provided contracts?
Yes. Upload external documents directly from Hubspot, route for review, and manage versions while keeping activity tied to the same HubSpot record.
How does data flow between HubSpot and SpotDraft?
Yes. Dynamic tables can pull from LinWhen you create a contract in HubSpot, SpotDraft automatically pulls information from your HubSpot Deals, Contacts, and Companies to populate contract fields. This includes counterparty details, deal specifics, line items, and custom mapped fields. The integration features transparent field mapping with visual indicators showing data sources. Contract metadata and status updates sync back to HubSpot in real-time, keeping Deal records current automatically.e Items and you can fetch data from approved Quotes. This keeps commercial terms consistent between CRM and contract.
How does this integration improve collaboration between Sales and Legal teams?
The integration creates a unified workspace where Sales initiates contracts from HubSpot while Legal reviews them in SpotDraft with complete Deal context. Real-time status updates visible to both teams eliminate status check emails. Contract metadata syncing ensures everyone accesses the latest information, streamlining approvals and accelerating the contracting process.
How secure is the Hubspot integration?
SpotDraft uses secure authentication and encryption in transit and at rest. Role based permissions control who can start, edit, or approve contracts. Access follows your enterprise controls.
What HubSpot account types does this integration support?
SpotDraft's integration works with all HubSpot account types, including free and paid plans. Whether using Sales Hub Starter, Professional, or Enterprise, you get the same core functionality. The integration connects with HubSpot's Deals, Contacts, Companies, Line Items, and Quotes objects, ensuring businesses of all sizes benefit from streamlined contract management.
What happens if there's an issue with field mapping or data transfer?
SpotDraft's integration includes intelligent error handling. If a specific field has a mapping issue, the integration still populates all other fields successfully. You receive visual indicators showing which fields need attention with clear error messages. Users can manually override problematic fields, ensuring the contract creation process continues smoothly.
