Let your sellers create and track proposals without ever leaving Salesforce

Empower your sales team to create, manage, and finalize contracts directly within Salesforce, streamlining the entire contract lifecycle.
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Bridging CRM and CLM like never before.

Do all things contracting right from Salesforce

  • Create error-free contracts directly within Salesforce.
  • Access and manage contract details, track progress and statuses, and handle approvals without leaving Salesforce. 
  • View the full contract and its metadata without leaving your Salesforce workspace.
  • The sales team can collaborate with Legal and view the full contract history using the Activity Log.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Auto fill contract details
  • Automatically populate proposals with data from any Salesforce Object to generate accurate, standardized contracts within minutes.
  • Upload contracts received from counterparties for legal review or signature—right from Salesforce.
  • Enhance your CPQ process by dynamically inserting quote and line item data from Salesforce CPQ into SpotDraft contracts.
Define conditions for contract creation
  • Connect multiple Salesforce organizations to one single SpotDraft Account and manage contracting with set standards across easily. 
  • Set rules for when contracts can be created, based on deal stage or other defined conditions.
  • SpotDraft unlocks contract creation only when your organization’s rules are met, ensuring compliance and consistency.
Request approvals and signatures from Salesforce
  • Send contracts for review or signature to the right stakeholders without switching tools.
  • See the detailed approval status and request ad-hoc approvals when required.
  • When it’s time to sign, initiate the signature process within Salesforce in just a few clicks.
Maintain a single source of truth across deals
  • The SpotDraft widget shows all contracts created in Salesforce, across different stages, offering complete visibility and easier reporting.
  • Benefit from improved error insights and transparent data sources. SpotDraft provides instant error notifications and smart defaults for missing data, streamlining the contract creation process.
  • A two-way sync between SpotDraft and Salesforce ensures that contract data from SpotDraft can update Salesforce opportunity details with the latest contract versions and data.
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