Contract Details Page on Hubspot
Product Area:
Hubspot Integration
Impact of Change:
Users can now perform all key actions directly in Hubspot
Roles Impacted:
Sales and business teams using Hubspot
Description:
We’re excited to announce a simple yet major update for our Hubspot integration!
Previously, users could manage the most common contract tasks within Hubspot, but for certain actions, they still had to switch to SpotDraft. With this release, the users can click on the ‘Open Contract Details’ option under the ‘Actions’ button to open the full Contract Summary Page directly in Hubspot, giving them the ability to access and complete all the actions without leaving the Hubspot platform. Some of the important options that are unlocked with this update are:
- Activity log: The Sales team can now collaborate easily on the contract using SpotDraft’s activity log.
- Related documents: Easily upload and manage any related/supporting documents to the contract.
- Contract metadata: View and manage all the contract metadata.
- Approvals: See the detailed approval status and request ad-hoc approvals when required.And more.
This update significantly enhances the user experience, empowering sales teams to do everything they need right within Hubspot. And this is just the beginning—we have even more enhancements coming your way to make your workflow even smoother. Stay tuned!
Resources:
Help centre article