Product Area: Intake form/Questionnaire

 Impact of Change: New Functionality

 Roles Impacted: All users

Details

Users are now able to download a CSV export of the intake form/questionnaire responses!

Some users in the past have expressed the desire to export the responses filled during contract creation/upload for audit purposes. We’ve finally gone ahead and added this functionality. Users can head to any contract that has an associated questionnaire or intake form and hit the download button on the top right.

This will download a CSV list of responses, with the respondents name (useful in the case of multiple respondents), section, question, and response for supported question types that have been filled (unsupported question types include things like files, images, related contracts, etc.). See attached screenshot for a reference of what this looks like.

How to Enable:This is now available to all workspaces

Relevant Resources: NA

 Product Area: Contract Activity Log

 Impact of Change: New Functionality

 Roles Impacted: All users

Details

Adding and editing contract relationships is now recorded in the activity log.

We’ve introduced activity log entries that capture contract relationships activity. Adding or editing a related contract will now result in a log appearing on both contracts. This allows users to confidently record (and backtrack if needed) when certain contracts were related. These logs will begin appearing for all contract relationships created or edited henceforth.

How to Enable: This is now available to all workspaces

Relevant Resources: NA

 Product Area: SpotDraft E-Sign

 Impact of Change: New Functionality

 Roles Impacted: Business Users & Executives

Details

Introducing Contract Info: Empowering Signatories with Full Transparency

We’re revolutionizing the contract signing experience with our new Contract Info feature. Now, signatories can access comprehensive contract details at their fingertips, eliminating uncertainty and providing complete context before signing.

• Gain instant access to critical contract metadata
• Review full approvals history
• Examine detailed party information
• And much more!

No more signing in the dark. With Contract Info, you’ll have all the insights you need to sign with confidence and peace of mind. Make informed decisions every time you click to sign.

Sign smarter. Sign with confidence.

How to Enable:Enabled for all workspaces.

Relevant Resources: NA

 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