Create and track contracts within HubSpot for 2X faster deal closures.

Enable your Sales team to manage contracts in a tool they already use.
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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. 

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.

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.

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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.

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FAQ

We’re here to help with any questions you have.

What is the SpotDraft HubSpot integration?

Which HubSpot objects are supported?

What can my team do without leaving HubSpot?

How does this integration help accelerate our sales cycle?

Can it handle third party or customer provided contracts?

How does data flow between HubSpot and SpotDraft?

How does this integration improve collaboration between Sales and Legal teams?

How secure is the Hubspot integration?

What HubSpot account types does this integration support?

What happens if there's an issue with field mapping or data transfer?

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