SpotDraft’s Jira integration enables you to create or upload contracts right from your tickets.
You can automate this process by assigning a logic for contract creation.
As soon as this pre-defined logic is set, the contract creation process gets triggered and all associated values get added to the contract.
When your Jira ticket reaches a pre-defined stage, you can create a standard contract on SpotDraft, without ever leaving the page.
The associated values get pulled into the contract to ensure you get an error-free document instantly!
If you have a customer paper attached to the Jira ticket, you can directly upload it to Jira as a Third Party Contract.
Assign a reviewer and send it for the next steps right away. Real-time notifications help you stay updated at all times.
SpotDraft's Jira integration automatically creates contracts in SpotDraft based on activities in your Jira workflow. When specific events occur—like moving a deal to a certain stage or clicking a manual trigger—Jira sends data to SpotDraft via webhooks, automatically generating contracts with pre-populated information. The integration also syncs comments between platforms and can push executed contracts back to Jira as attachments, keeping everything connected where your team works.
You can create multiple contract types through Jira, including Template Contracts (like NDAs, MSAs, and CPQs), Third-Party Contracts (agreements sent to you by others), and Upload & Sign Contracts. Each contract type can be triggered by different Jira events or transitions. For example, you might auto-create an NDA when an opportunity is created and trigger a sales agreement when a deal moves to "won."
You configure automation rules in Jira that determine when contracts are created. These rules can be based on status transitions (moving from "Negotiation" to "Create Contract"), manual button clicks, or other Jira events. When the rule triggers, it sends a webhook request to SpotDraft containing the Jira issue data, which automatically populates the contract template. This flexible approach allows the integration to match y
Yes. The person whose Jira actions trigger contract creation must have a SpotDraft account with an email address matching their Jira email. This ensures proper authorization and assigns contract ownership correctly in SpotDraft.
The integration supports bidirectional comment syncing. When someone adds a comment in Jira, it automatically appears in the SpotDraft Activity Log for the linked contract. Similarly, comments made in SpotDraft's Activity Log sync back to Jira. This keeps both teams informed regardless of which platform they're using. Note that comments from SpotDraft appear in Jir
Yes, with some considerations. You map Jira custom fields to SpotDraft contract fields during setup using a mapping sheet. The integration handles various field types, including text, dates, and dropdowns. For dropdown or nested object fields, you configure type conversions during setup. However, complex field types may require special handling. The mapping ensures Jira data flows accurately into the appropriate contract sections in SpotDraft.
Yes. When a contract is fully executed in SpotDraft (all parties have signed), the signed contract PDF is automatically pushed back to Jira as an attachment on the original issue. This means sales or project teams can access the final signed agreement directly within Jira without logging into SpotDraft, keeping all deal-related documents in one place and maintaining a complete audit trail.
Yes. Each contract created in SpotDraft is linked back to its Jira issue. Users can track the contract’s progress—drafted, under review, or signed—directly from Jira without logging into another system.