Product Area: Salesforce Integration

 Impact of Change: Increased flexibility and an improved admin experience

 Roles Impacted: All Salesforce integration users

Details

We’ve been steadily enhancing the Salesforce integration with a mix of minor and major updates. While it’s not practical to list all changes, here are some key improvements:

1. Expanded Conditions for Contract Creation: Users can now define conditions for enabling the “Create Contract” button using the In and Not In operators, offering greater flexibility (eg: You can now define conditions like Allow contract creation only if the opportunity is in the Prospecting or Negotiation stages).
2. Streamlined Dynamic Table Setup: To simplify the dynamic table setup, we’ve moved the Sort and Filter options to the sidesheet, resulting in a cleaner and more user-friendly interface.
3. Visible Column Mapping Details for Dynamic Table: Admins can now view column mapping details directly next to column names, eliminating the need to open each column to check mapping, which significantly improves the setup experience.
4. Selectable Counterparty Point of Contact: Users can now select a specific contact from a list based on a condition when an opportunity has multiple associated contacts (eg: Contact is the primary contact).
5. Improved Mapping Deletion Process: The delete mapping option has been moved to the dropdown menu, ensuring it is more intuitive and tied to the save button. This change prevents backend errors and enhances the user experience.
6. Configurable Reviewer Selection: The reviewer field behaviour during third-party paper uploads is now configurable. This feature, previously available in the legacy integration, has been reintroduced to the revamped version.
7. Many more bug fixes and under-the-hood enhancements.

So much more to come!

How to Enable:This is available for everyone by default (Some of these will be live in the next release)

Relevant Resources: NA 

 Product Area: Salesforce Integration

 Impact of Change: Users can now perform all key actions directly in Salesforce

 Roles Impacted: All Salesforce integration users

Details

We’re excited to announce a simple yet major update for our Salesforce integration (Some of you must have seen this already)!

Previously, users could manage the most common contract tasks within Salesforce, but for certain actions, they still had to switch to SpotDraft. With this release, the users can click on the contract title to open the full Contract Summary Page directly in Salesforce, giving them the ability to access and complete all the actions without leaving the Salesforce platform. Some of the important options that are unlocked with this update are:

1. Activity log: The Sales team can now collaborate easily on the contract using SpotDraft’s activity log.
2. Related documents: Easily upload and manage any related/supporting documents to the contract.
3. Contract metadata: View and manage all the contract metadata.
4. Approvals: See the detailed approval status and request ad-hoc approvals when required.
5. And more.

This update significantly enhances the user experience, empowering sales teams to do everything they need right from within Salesforce. And this is just the beginning—we have even more enhancements coming your way to make your workflow even smoother. Stay tuned!

How to Enable: This is available for everyone by default

Relevant Resources: NA 

 Product Area: Contract Repository

 Impact of Change: Expanded functionality

 Roles Impacted: All users

Details

We’ve had date filters on system metadata (created, executed, expiring, updated dates), and custom metadata for a while now. Most of you know that the options to pick dates were limited (Today, last x days, next y days, custom). This posed a challenge, especially because of constraints like “no last x days for Date Expiring”, etc. This also reduced the effectiveness of recurring reports.

We’ve finally gone ahead and updated the date filters to make them more powerful. Now, under “Enter Custom Date”, you will see the following options:

1. Between two dates
2. On a specific date
3. On or before a specific date (one sided open interval)
4. On or after a specific date (one sided open interval)
5. In the last x days/weeks/months/years (x can be anything)
6. In the next x days/weeks/months/years (x can be anything)

These options are available for the “Dates” filter facets, and all “Contract Metadata” facets of the “Date” type.

This adds an enormous amount of flexibility while searching for the right contracts, and also helps users create more powerful views.

How to Enable:This is available for all workspaces.

Relevant Resources: NA 

 Product Area: Contract Relationships

 Impact of Change: Quality of life

 Roles Impacted: All users

Details

Firstly, we’ve gone ahead and made a significant change to the UI of the related documents panel. The interactions are cleaner, and the information is clearer, and we’ve added counterparty as an extra identifier.

Secondly, we realized a lot of potentially related contracts are not linked with each other but users still navigate between them frequently. To make this easier, we’ve gone ahead and introduced the concept of “Suggested” relationships. These are simply the last 3 contracts that have a common counterparty. To add this as a related document (and have it show up in the repository), you can simply click on “Add as a Related Document” and choose the right relationship type.

This, for most purposes, should identify the right related contracts for a given counterparty, and we’re excited to see this helps customers organize their documents better.

How to Enable: This is available for all workspaces.

 Product Area: Contract Metadata

 Impact of Change: Enhancement

 Roles Impacted: All users

Details

For metadata created under custom sections (not General or Lifecycle), we’re introducing a new affordance for clean organization.

You can now move metadata fields between different custom sections for a given contract type!

To do this,

1. head to the contract metadata settings
2. go to a contract type
3. choose a metadata field that you want to move to a different section
4. click on the three dots and hit “Move to a different section”
5. select where you want to move the metadata

With this change, we can encourage our customers to create as many sections as they want for neat organization, without fearing they might put metadata in the wrong section!

General and Lifecycle metadata can NOT be moved in and out of sections.

Note:Alongside this change, we’ve also deprecated child metadata (fka sub-key pointers). Going forward, sections should be used for management of metadata fields. All existing child metadata fields have been preserved, but new ones cannot be created.

How to Enable: This is available for all workspaces.

 Product Area: Contract Repository

 Impact of Change: New feature

 Roles Impacted: All users

Details

We’re bringing you two great updates in the context of signatories on the repository.

Updated signatory filters!

• Under filters, you can now go into “Signatures” and select very granularly which filter condition you want.
• You can see signatures Pending on, Completed by, and Rejected by users, both internal and external. If you’re status agnostic, you can just find contracts by their signatory.
• If you’re agnostic to users, you can also find all contracts where signatures are in a certain status. For example, to find all contracts where a signature is pending on someone, you can use Signatures -> Pending on -> Any user.

Try out all these combinations for yourself! As usual, these filters can help you create powerful views and reports on top of these views! I’m excited to see the use-cases this unlocks for our customers.

Signatory information as a column!

• Under “Manage Columns”, you will now find a new optional column called “Signatories”. Use this to display signatory information of a contract right on the repository.
• If a contract is in redlining, you will see the name of the signatories that have been added.
• If a contract is currently in signing, you will see the status of the signature alongside.

How to Enable: This is available for all workspaces.

Relevant Resources: NA 

 Product Area: Template Contracts

 Impact of Change: Quality of Life

 Roles Impacted: Template contract creators

Details

The template selection UI gets a fresh coat of paint!

The template cards have now been updated to reflect our latest design language, and we’ve moved to a 2 card layout.

The contract type is now visible alongside the template name, making it easier to identify the templates.

You can now search for the templates using the title, description, and contract type!

How to Enable:This is available for all workspaces.

Relevant Resources: NA 

 Product Area: Email Notifications

 Impact of Change: Enhanced Email Clarity

 Roles Impacted: Counterparties

Details

This release addresses confusion in CP Review emails caused by a complex "from" address format. The following improvements are introduced:

Simplified "From" Address: Emails will now display notifications@spotdraft.com as the "from" address, creating a professional and trustworthy email header. This resolves an issue which caused some counterparty email clients to flag the review emails as suspicious.

Preserved Functionality with Reply-To Field: The workflow email is retained in the reply-to field to ensure inbound replies continue to function seamlessly.

How to Enable: This update is applied automatically for all workspaces. No additional configuration is required.

Relevant Resources: NA 

 Product Area: Contract Review and Collaboration

 Impact of Change: Improved User Experience

 Roles Impacted: Editors and Collaborators

Details

This release improves SpotDraft's collaborative capabilities by introducing two key features:

Email Notifications for Word Comments: When a user adds a comment to a contract using Microsoft Word for Desktop, the notification is sent only after the user has finished editing and saved the document. The reason to do this was we could send email notifications to users while they were still editing on Word for Desktop and those users would not have been able to respond/edit since we do not allow collaboration on Word for Desktop.

Editor Selection for Comment Review: After clicking on the comment notification on email, users are presented with a screen allowing them to choose their preferred editor (Microsoft Word for Desktop or OnlyOffice) to view and respond to the comments.

How to Enable: These features are enabled by default. No additional configuration is required.

 Product Area: Contract Upload workflows

 Impact of Change: Quality of life

 Roles Impacted: All users who upload contracts

Details

While uploading contracts, users always have to fill three questions: Contract Type, Contracting Entity, and Counterparty. A lot of times, this information is not straightforwardly known, and even when it is, it’s a bit of a hassle to enter it, especially in cases where there are more than one contracts to upload.

To help with this mundane task, we’re introducing Smart Data Capture Lite, which brings the power of Smart Data Capture, but does it slightly quicker for a seamless experience. By the time a contract is uploaded, the data extraction is already in progress.

Note: This does not consume any credits, and works for all machine PDF contracts for free, across all the three upload flows.

How to Enable: This feature is being rolled out to all customers. If you’d like to have it enabled sooner, please reach out to your CSM.

Relevant Resources: NA