SpotDraft For Sales

CLM That Lives Inside Your CRM

Draft, send, negotiate, and close—all without breaking your sales team’s flow. SpotDraft works so natively with your CRM, it feels like one product.

Trusted by fast moving teams

“SpotDraft makes it easy for us, and for the business, to see exactly where deals stand.”

Micah Nessan
General Counsel, GUIDELINE
Watch Case Study
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Deals Don’t Stall: How Guideline’s Sales Team Closes Faster with SpotDraft
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Why Sales Teams Love SpotDraft

Salesforce contract workflow showing three signers with statuses: James Miller signed, Andrea Thomas declined, and Amy David pending.

Control Contracts, Right from Your CRM

  • Create, manage, and finalize contracts directly within Salesforce and HubSpot
  • Access contract details, approvals, and related documents directly from Salesforce - No downloads, no switching screens
  • Track every contract update with SpotDraft’s activity log
  • Upload, review, and collaborate on third-party agreements—without leaving your CRM

Faster Contracts, Faster Sales

  • Automate contract generation with pre-approved templates by your legal teams
  • Auto-fill key contract details—like names, dates, and deal value, close date—directly from your CRM to eliminate manual entry
Interface screen showing a button labeled 'New contract' and a section titled 'Acme Inc templates' with a search bar and a selected contract template named 'Master service agreement'.
Activity log showing four entries: Salesforce icon with text 'Contract details added to Salesforce'; document icon with text 'James MSH has been moved to Executed stage'; photo of a woman with text 'LEGAL Manager Acme MSA has been approved'; photo of a man with text 'SALES Manager @Legal can you approve the change in payment terms'.

Break Down Silos Between Sales and Legal

  • Ensure transparency with bi-directional sync that keeps contract data updated in real-time, eliminating email or Slack back-and-forth between Legal and Sales
  • Accelerate the closing process with automated approval requests and eSignatures
INTEGRATIONS

Integrate SpotDraft where your team works, not around it

Salesforce

Revolutionize your contract management workflow with seamless Salesforce integration
Key Features
  • Create contracts using Salesforce data directly within the CRM
  • Upload and manage third-party agreements
  • View contract status, approvals, metadata, activity log, and related documents—right within Salesforce
  • View, edit and sync contract metadata back to Salesforce custom objects
  • Collaborate via activity logs and manage approvals in context

HubSpot

Create and manage contracts efficiently without leaving HubSpot
Key Features
  • Generate contracts using HubSpot Deal, Company, and Contact data
  • Customize contract actions based on your workflow
  • Filter template availability by deal stages
  • Upload third-party agreements for streamlined review
  • Fetch currency and line item data from HubSpot deals

Zoho

Reduce sales cycle time with fully customizable Zoho integration
Key Features
  • Create contract drafts with one click from Zoho
  • Add custom buttons to any Zoho object for contract creation
  • Map Zoho fields to SpotDraft templates with flexible configuration
  • Initiate NDAs, MSAs, and CPQs directly from your CRM
  • Complete automation of data transfer between systems
FAQ

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

What kind of contracts can I generate from my CRM?

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How does SpotDraft ensure legal stays in the loop?

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What is the Contract Details Page in Salesforce?

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Can I manage third-party contracts too?

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What CRMs does SpotDraft integrate with?

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Can Sales track where a contract is stuck?

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 Is contract data synced back to the CRM after signing?

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Can both Sales and Legal leave comments or collaborate on the contract draft?

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