We’ve been making great strides in improving the sales user experience on Salesforce, 

Last time around, during our Fall Release, we introduced some significant updates to the Salesforce Integration. From self-serve configuration and multi-Salesforce account sync to deeper data mapping, and optimized Salesforce CPQ integration, we laid the foundation for a frictionless contracting experience within Salesforce.

But we are not stopping there.

This time, we’re taking it even further—ensuring that sales teams can handle the entire contracting process without ever leaving Salesforce. 

Contract Details, Now Embedded Directly in Salesforce

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Stop toggling between tools to track contract status or take the next action. With this update, the Contract Details Page is now embedded directly in Salesforce, giving users the ability to access and complete all contract related actions without leaving the Salesforce platform.

Here’s what this means for a sales user:

• View and manage all the contract metadata
• See the detailed approval status and request ad-hoc approvals when required
• Upload and manage supporting documents without switching platforms
• Collaborate directly on the contract using SpotDraft’s activity log

Auto-Filled Intake Forms for Third-Party Contracts

Sales teams frequently manage contracts received from vendors or customers, not just ones created internally. Collecting the right information from the Sales teams helps keep the contracting process moving faster. Until now, every time you had to upload these contracts to SpotDraft, the sales user had to manually type in every last detail. 

With our latest update, intake forms auto-populate using Salesforce data, even for those third-party contracts.

Smarter Error Handling & Data Visibility

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Previously, when contract fields like company names, addresses, or contact details didn't auto-populate correctly from Salesforce, you'd get vague errors or blank fields, forcing you into tedious troubleshooting. 

With our latest update, SpotDraft makes error handling simpler, clearer, and faster:

• Instant Error Insights: Clearly see what went wrong and how to fix it.
• Transparent Data Sources: Hover to quickly verify if fields come from Salesforce or SpotDraft defaults.
• Smart Defaults: Missing or mismatched Salesforce data is automatically filled and clearly marked.

Built with Sales Teams in Mind

We’re making contracting inside Salesforce as seamless as possible-from drafting a contract to finalizing it, everything happens where you already work. You don’t have to learn a new interface or remember new login credentials. It’s all in one place so you can move deals faster, without switching platforms or wasting time on manual processes.

Want to see these updates in action? Book a demo today.