Close deals 2X faster when you create and track proposals within Salesforce.

With SpotDraft co-piloting your proposals, your Sales team gets the power to effortlessly manage their contracting needs

Say goodbye to the hassles of using multiple tools

Create and manage within the familiar Salesforce application.
  • SpotDraft's AI powered interface simplifies closing new opportunities in just a few clicks - populating Salesforce data into proposals.
  • Effortlessly collaborate with approval routing and version control, while gaining continuous visibility into both current and past 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 proposals within Salesforce

Let SpotDraft auto-fill your proposals with Opportunity data to generate an error-free standard contract within minutes.

A sync between SpotDraft and Salesforce ensures that both tools are always updated with the latest contract versions and data.

Define conditions for contract creation

To ensure your organisational standards are followed for every deal, SpotDraft lets you set conditions across the pipeline to enable contract creation.

Unlock the relevant contracts when the required conditions are met, without intervention and confusion.

Request approvals and signatures from Salesforce

Send contracts for reviews or signatures to the right stakeholders without leaving Salesforce.

While the review process takes place, you can get started on your next deal with confidence, because SpotDraft will keep you informed about any changes and actions required.

When the time comes for signing, simply hop on to Salesforce and send it to the right signatories in a few clicks.

Maintain a single source of truth across deals

Looking for historical contracts across multiple drives and folders is a hassle, but it doesn’t need to be.

SpotDraft becomes your single source of truth across all deals and contracts. The SpotDraft widget contains a list of all the contracts created on Salesforce across different stages for constant visibility and seamless report generation.

Take a quick tour

Learn more about the integration by taking a self-guided tour

Learn more

Speak with our integrations expert for a personalised demo!