Workflows

Easily automate your contracting processes

Name: SpotDraft — Contract Workflow Manager
Brand: SpotDraft
Availability: InStock

Create your own workflows to automate key legal processes like contract creation, reviews, and approvals – no technical expertise required.

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Smiling woman in glasses and mustard sweater typing on a laptop with workflow interface overlay showing questionnaire, approvals, signatures, and a publish button.

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Automate complex processes and tasks

Always use the most up-to-date, approved template

Set up and share dynamic contract templates that adjust based on questionnaire responses. Your team can generate error-free contracts simply by filling out a form.

Diagram showing a questionnaire for an employment agreement with fields for full name, location, and annual salary linked between a form and question prompts.

Create contracts within your team’s favorite tools

Create and share contract templates directly from Salesforce and Hubspot. Auto-populate deal details, request approvals, and much more without switching platforms.

Salesforce opportunities section showing account Globex Co owned by Michael M. with SpotDraft contracts: Master Service Agreement in Draft, DPA in Redlining, and NDA Executed, plus a New Contract button.

Skip the back and forth with intake forms

Use forms to collect all necessary information upfront when someone uploads a new contract. Automatically integrate the responses to provide key context for third party paper.

Intake form responses showing a fixed period term type with auto renewal, 18 months expected term, estimated contract value of $147,600, and add-on for vendor agreement as yes.

Reduce time for contract approvals

Create approval workflows that automatically route contracts to the right stakeholders. Set up custom rules to design a process that ensures timely reviews, no missed steps, and minimal delays.