Manage contracts directly from your inbox with SpotDraft x Outlook integration

Upload contracts from emails, maintain version control, and complete intake forms—all without leaving Outlook.

One inbox for emails and contract management

Skip the downloads and streamline contract uploads

  • Upload contracts received via email straight to SpotDraft with a few clicks
  • Add supporting documents from email threads directly to existing contracts
  • Upload the latest contract versions during negotiations to keep everything current
  • No more saving files locally or switching between platforms

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.

  • hihlihl

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.

Auto-populate contract details and speed up intake
  • Fill out intake forms directly from Outlook when uploading contracts
  • Contract metadata updates automatically in SpotDraft
  • Assign optional reviewers instantly while uploading—they're notified immediately
  • Bulk upload up to five contracts at once from a single email
Stay organized with built-in version control
  • Maintain complete version history as contracts evolve through negotiations
  • Always access the most current contract version in SpotDraft
  • Track every upload and update from your email thread
  • Keep comprehensive contract records without manual filing

FAQ

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

What can I do with the SpotDraft Outlook integration?

How does this integration help legal and business teams?

Can I manage contract versions directly from Outlook?

Can I fill out contract intake forms from Outlook?

Can I upload multiple contracts at once using the Add-in

Can I assign tasks or set reminders through the Add-in?

Can I use the SpotDraft Add-in from Outlook for Windows?

Do I need technical assistance to set it up?

Learn more about our Integrations