Product Area:Contract Signing(Native E-Sign)

 Impact of Change: Faster Signing

 Roles Impacted: All signatories signing the contract via Native E-Sign

Description:

We've now enabled the 'Insert at N places' checkbox by default on the final signing page to reduce redundant clicks and speed up the signing process for contracts with multiple seal fields.

Problem Addressed:

Previously, when contracts with multiple seal fields were sent for signing, signatories had to click each seal field individually to populate it. This was frustrating, especially when users had to scroll through multiple pages to complete the process.

Solution Overview:

The 'Insert at N places' checkbox is now enabled by default for seal fields, significantly reducing redundant clicks and saving time for users signing the contract. Additionally, this change brings consistency to the signing experience, as the 'Insert at N places' option is already enabled by default for both Signing and Initial fields.

How to Enable: This improvement is enabled by default for all customers using Native E-Sign

 Product Area: DocuSign E-Signature Integration, Contract Signing

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All customers using DocuSign integrations (creator party and counterparty signatories)

Description:

We've significantly improved the DocuSign signature request emails to provide clear context and enhance the signing experience for all parties! :tada:

Problem Addressed:

Previously, when contracts were sent for signature via DocuSign, the email notification contained minimal information - just a generic "DocuSign for SpotDraft sent you a document to review and sign" message with no details about the specific contract or requester. This created confusion for signatories (especially counterparties), who couldn't identify what they were being asked to sign without clicking through to the document.

Solution Overview:

The signature request emails now include critical context that makes it immediately clear to recipients what they're being asked to sign:

• Clear requester identification: Shows the actual SpotDraft user who requested the signature with their name and email

• Contract specifics: Displays the name of the contract being signed

• Custom notes: Allows for additional context to be included when needed

Why This Matters:

Clear, contextual signature requests improve counterparty experience, accelerate contract execution, and reduce confusion about what's being signed and who requested it.

 How to Enable: This improvement is automatically available to all customers using the DocuSign integration. 

 Product Area: Express Contracts, Workflow Manager

 Impact of Change: Quality of Life Improvement

 Roles Impacted: Workspaces using Express Contracts, Admin users

The Problem We're Solving

Have you ever tried finding a specific contract created through an Express Contract link, only to see a list of identically-named documents in your repository? This has been a persistent pain point for our customers!

Previously, when users created contracts via Express Contract links, the Contract Title in SpotDraft was set to the External Name configured in the Express Contract setup. This made it nearly impossible to distinguish between different contracts created through the same Express Contract link without opening each one.

The Solution: Dynamic Contract Naming

Starting May 12, 2025, contracts created via Express Contract links will automatically inherit the dynamic naming convention configured in the associated template workflow.

This means contract titles for express contracts can now include valuable identifiers like Counterparty name, Date of creation, Contract type, and other variables defined in your workflow settings

For example, instead of seeing a list of contracts all titled "External Service Agreement," you'll see descriptive titles like "ESA with Acme Corp - April 28, 2025" or "Service Agreement - TechPartner Inc. - Marketing Department."

What You Need to Know

Go-live date: This update will automatically apply to all new contracts created via Express Contract links from May 12th, 2025.

Review recommended: We suggest reviewing your workflow settings to ensure your Contract Title Format is configured as desired.

Note: If a workflow doesn't have a specific "Contract Title Format" configured, contracts created from that workflow (including via Express Contracts) will default to using the name of the workflow itself as the title.

Resources

 Help Center Article with detailed information.

For help configuring Contract Title formats, refer to the Contract Title Format help center article. 

 How to Enable: Please reach out to your CS for any support needed 

 Product Area: VerifAI for Teams

 Product Area: SpotDraft AI

 Roles Impacted: All SpotDraft customers who use VerifAI or the AI package.

The Challenge We're Solving

Ever find yourself juggling between SpotDraft and MS Word just to run a contract through VerifAI? We heard you!

Many of you told us that while VerifAI's analysis capabilities are powerful, the workflow felt disconnected:

• No SSO integration meant managing separate logins and compliance issues
• Guides weren't synchronized across your workspace
• Data residency and compliance issues created concerns for non-EU organizations
• Multiple plugins and separate apps fragmented the experience
• Too many steps to get to the review were not a good experience, especially for business users

What's New?

Introducing VerifAI for Teams – all VerifAI functionality is fully integrated into SpotDraft and the DraftMate plugin! The CLM integration unlocks new value

Automatic Contract Analysis

• Auto-run Guides: Now you can link Guides to workflows. These Guides will automatically analyze created/uploaded contracts against your organization's playbooks.

• Instant Visibility: View deviations and risks directly in the contract details page.

Team-Wide Guide Management

• Workspace-Level Guides: Create and configure Guides that are available to your entire team

• Workflow Mapping: Map specific Guides to workflows and contract types for automatic analysis

• Consistent Reviews: Ensure everyone follows the same standards with shared Guides

Seamless Experience

• Single Sign-On: Use your SpotDraft credentials with full SSO support to sign in to DraftMate

• Unified Interface: VerifAI appears alongside "Revisions" (formerly Summary of Changes) in a cohesive view

• Data Compliance: User data will be stored in the chosen geographic region to meet compliance requirements

• DraftMate Integration: Access all VerifAI capabilities through the familiar DraftMate plugin

Important Terminology Updates

As part of this integration, we've updated some terminology to better reflect our unified AI approach:

• VerifAI for Teams: The embedded experience within SpotDraft CLM and DraftMate that you're seeing now
• Revisions: Our new name for what was previously called "Summary of Changes"
• VerifAI Personal: The standalone version of VerifAI (separate from SpotDraft CLM)

Resources

 Welcome to VerifAI 

 Linking Guides to Workflows 

 Creating Guides in DraftMate 

 Product Area: Signature Packets

 Impact of Change: Improves Platform Consistency and Boosts Signature Packet Adoption

 Roles Impacted: All users who have access to upload contracts for signature using the Upload and Sign flow.

Description:

Signature Packets now support intake forms.

Problem Addressed:

Previously, intake forms were not supported in the Signature Packet workflow. Because of this limitation, users often switched to other e-signature tools like DocuSign—especially in cases where they needed to upload and sign multiple contracts in a single flow that included an intake form in their process.

Solution Overview:

To address this gap, we’ve added support for intake forms within the Signature Packet workflow. Now, if a contract type includes an intake form, the uploader must complete the form before sending the contract for signature.

This enhancement brings two key benefits:

• Increased adoption of Signature Packets among users who rely on intake forms
• Improved consistency in how intake forms are used across the platform

Callout: Only Approval V5 is supported in the Signature Packet workflow.

How to Enable: This update is automatically enabled for all workspaces where the Signature Packet feature is available. Signature Packets are currently rolled out to a limited set of workspaces. If you have a use case that involves uploading multiple contracts to be signed together please reach out to support.

 Feature Name:Task Queues

 Product Area:AI Infrastructure (SDC and other AI features)

 Impact of Change: Reliability Improvement

 Roles Impacted: All users of SpotDraft AI features

Description:

We've implemented a robust new queueing system to significantly improve the reliability of our AI features, particularly Smart Document Compare (SDC)!

Problem Addressed:

Previously, during high-volume periods, our system would occasionally hit LLM (Large Language Model) quota limits from our third-party providers like Google Gemini and OpenAI. When this happened:

• Some requests would get stuck and never get completed
• Key point extractions would fall through the cracks
• Users would see a "stuck" state with no progress
• If one customer was making many requests, it could affect other customers trying to use the system simultaneously

Solution Overview:

Our new Task Queues system creates a persistent, ordered queue that intelligently manages sudden spikes in traffic: Requests are properly queued and tracked, and Automatic retry mechanisms trigger when third-party services throttle us

Important callouts:

Possible slight delays: During extremely high usage periods, users might notice SDC processing taking longer than usual. This is expected and means the requests are being managed and will be completed.

Increased completion rate: While individual requests might occasionally take longer, the overall reliability and completion rate of AI features are significantly higher.

No action needed: This is a behind-the-scenes infrastructure improvement that requires no changes to how you use SpotDraft.

How to Enable: This feature is being rolled out gradually, reach out to support for enablement. 

 Product Area:Slack Notifications

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All customers using the SpotDraft Slack app

Description:

Ever struggled to quickly identify which exact contract a Slack notification is referring to? Or wondered who actually approved what? We've got you covered with these enhanced Slack notifications!

What's New:

• Contract Reference ID is now included in notifications, making it easier to uniquely identify contracts at a glance
• Creator Party Entity information has been added, particularly helpful for organizations managing multiple entities
• Approver Names now appear alongside approval types (e.g., "Jane Smith (Legal Approval )" instead of just "Legal Approval")

Impact:

These enhancements provide clearer context at a glance, reducing the need to navigate to SpotDraft to verify basic information. Users can now immediately see which contract (by reference ID), which entity, and which team members are involved in the approval process.

How to Enable: This improvement is now available to all workspaces using Slack integration

 Product Area:Activity Logs

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users

Description:

Ever found yourself scrolling through endless activity logs trying to find that one review request? We've got you covered! We've added a new Review filter to the Activity Logs, making it much easier to track and analyze the review process for your contracts.

Problem Addressed:

Previously, users had to sift through all activity logs to find information about reviews, making it difficult to track review timelines and identify bottlenecks in the review process. Users could filter for approvals, versions, and signatories, but had no way to specifically focus on review activities.

Solution Overview:

With the new Review filter, users can now:

• Filter activity logs to show only review-related activities
• Easily track when reviews were requested, started, and completed
• Get better visibility into the review process of any contract 

How to Enable: This feature is now available to all customers

 Product Area:Repository, Reports

 Impact of Change: New Functionality

 Roles Impacted: All users

Description:

Have you ever downloaded a massive contract report only to spend the next 15 minutes filtering out the columns you don't need? :face_palm: We've all been there! That's why we're thrilled to introduce our new View-based Contract Report Downloads feature!

Problem Addressed:

Previously, when downloading contract reports, users would receive ALL columns of data regardless of what they were viewing or needed. This created several pain points:

Unnecessarily large files with excess information

Time wasted filtering out irrelevant columns after download

Difficulty finding the specific data that matters to you

Solution Overview:

With Smart Report Downloads, what you see is exactly what you get! We've added a simple but powerful option when generating reports:

Download All Columns: The traditional approach, giving you every piece of data (still available for those comprehensive analysis needs)

Download Current View Columns: Only download the columns you're currently viewing in the contracts table

This means if you've customized your view to show only contract titles, signatories, and key dates, your downloaded report will match exactly that! No more post-download filtering required!

Help Center documentation: article link 

How to Enable: This feature is currently available for one-time report generation for all workspaces and Support for recurring reports will be available in the coming days

 Product Area:Analytics Dashboard - Turnaround Times

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users with access to analytics

Description:

Have you ever looked at an analytics number and wondered, "Where did that come from?"

You're not alone! Legal teams have been asking for more transparency into how our metrics are calculated. Now, we're delivering exactly that with our new Contract Analytics Drill-Down feature.

What's Changed?

Previously, when looking at metrics like "Average Draft Time: 4 hours" or "Average Review Time: 12 hours," users could only see the final calculated value without visibility into which contracts were included in that calculation.

Now, you can click directly on any metric in the Analytics Dashboard to reveal a detailed table showing all contracts contributing to that metric, contract IDs and links, contract types and statuses, detailed timestamps, and individual time measurements for each contract.

Why This Matters?

This new drill-down capability enables teams to:

• Validate data accuracy by examining the source contracts
• Identify outliers that may be skewing your averages
• Discover bottlenecks by pinpointing which contracts had longer processing times
• Generate insights for process improvement by analyzing patterns
• Answer stakeholder questions with specific contract examples

How to Use It?

Simply click on any numeric metric in your Analytics Dashboard to instantly view the underlying data that makes up that calculation.

How to Enable: This feature is now available to all SpotDraft users with access to the Analytics Dashboard.