With SpotDraft’s Outlook Add-in, you can upload contracts directly from your inbox to SpotDraft without downloading attachments. You can add supporting documents, update versions, fill intake forms, and assign reviewers — all without leaving Outlook.
The Outlook integration eliminates manual file handling and version confusion. It keeps records organized, ensures the latest version is always accessible, and speeds up review and approval cycles.
Yes. Each new upload from Outlook automatically updates the contract’s version in SpotDraft, giving your team a complete history of revisions and ensuring you always work on the most current file.
Absolutely. If your SpotDraft workflow includes intake forms, you can complete them right within Outlook. The data automatically syncs to SpotDraft, helping you populate contract metadata without switching tools.
Yes, the Add-in allows you to upload up to five contracts simultaneously from a single email, facilitating bulk processing of contracts.
The primary function of the Add-in is to facilitate contract uploads and management. Features like task assignments or setting reminders are managed directly within the SpotDraft platform.
Yes. The add-in supports Outlook Desktop for both Windows and Mac.
No. Installation is simple and self-serve — just add the SpotDraft Add-in from the Microsoft App Store and log in with your SpotDraft credentials. Most users are up and running in minutes.