Taks actions on contracts received over email, without leaving your Outlook inbox

Upload documents received over email to SpotDraft and send existing SpotDraft contracts as attachments, on the same Outlook thread.
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Say goodbye to the hassles of using multiple tools

Contract actions you can take on Outlook 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.

Send SpotDraft contracts and upload documents over email

Upload documents received on Outlook to your SpotDraft workspace in a few clicks.

You can upload these for review, signatures, supporting documents or simply as a new version received from your counterparty. 

Conversely, you can attach existing SpotDraft contracts and send them across over the same email thread. 

Collect additional contract data using Intake Forms

When you upload a customer contract received via Outlook, 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 reviewers via email

When you upload contracts for review/signatures, 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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