SpotDraft Home

Have you explored your new SpotDraft home page?

Your new touchdown on SpotDraft gives you a clear view of contracts awaiting your signature, approval, or review. Plus, easily track contracts owned by you and your team, including their current stage and next steps.

Rolling out to all customers soon—if you haven't received the update yet, it's on the way!

Read about the New Touchdown

Contract Information for Signatories

Sign confidently with all the context you need.

Give signatories easy access to key contract details—like metadata, approval history, and party information at the time of signing to finalize agreements with clarity and assurance.

Contract Summary Page on Salesforce

Streamlined contract management in Salesforce

You can now access the full Contract Summary Page directly within Salesforce! Perform key actions like tracking approvals, collaborating via the activity log, and managing related documents without the need to switch to SpotDraft.

Metadata Improvements

Smart Data Capture Lite for DOCX
SDC Lite now supports DOCX in addition to the earlier PDF contracts, capturing key contract details like type, counterparty, and entity—at no extra cost or credits.

Move metadata between sections
Organize custom contract metadata effortlessly by moving fields between sections, improving structure and flexibility.

Repository and New Filters

Enhanced signatory filters and columns
Use advanced filters to track contracts by signature status or signatory and display signatory details as a column in the repository.

Updated date filters
Search contracts with powerful new date options, including flexible intervals like "between two dates" or "in the last X days/weeks/months."

Upgrades to Templates and Previews

Download intake form/questionnaire responses
Export responses as a CSV for auditing, including respondent names, sections, questions, and answers (files/images excluded). Simply click “Download” on any contract with an associated form.

Preview more document types
You can now preview DOCX, XLSX, PPTX, and TXT files directly in SpotDraft, along with a redesigned interface for all document previews.