Automate contract storage with SpotDraft x SharePoint integration

Save executed contracts as PDFs directly to SharePoint with customizable folder structures and automated file naming—no manual uploads required.

View Marketplace listing

From execution to organized storage in one seamless flow

Flexible storage that mirrors your organization

Choose specific Sites, Drives, and Folders in SharePoint for automatic contract storage
Define custom subfolder structures by contract type, counterparty, entity, or metadata
Configure file naming with your preferred labels and date formats
Contracts follow a uniform naming convention for instant identification and retrieval

Set it once, save time forever

Every executed contract automatically converts to PDF and saves to SharePoint
No manual downloads, uploads, or file organization required
Select which contract types to include or exclude from sync
Fallback naming ensures even imported historical contracts are properly stored

Enhanced security with enterprise-grade collaboration

Leverage SharePoint's advanced security features alongside SpotDraft's backup system
Control contract accessibility with SharePoint's granular permissions
Enable team collaboration and stakeholder sharing without compromising security
Regular automated backups provide an additional layer of protection

See all integrations

Take a guided tour

Guarding your contracts with industry leading security

SpotDraft adheres to industry-leading security and compliance standards to keep your contracts secure and compliant.

Explore security

Four circular icons representing standards and regulations: ISO with a globe, GDPR with a lock and stars, HIPAA with a caduceus symbol, and AICPA SOC 2 with stars on a band.

FAQ

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