Product Area: Aadhar Based Signing on SpotDraft

 Impact of Change:Reduced downtime and PDF Issues related to Aadhar Signing

 Roles Impacted: For India users of Aadhar-based signing

Details

We previously used E-Mudhra for Aadhaar-based signing, but we often encountered failures when the E-Mudhra service was down, even though UIDAI was operational. The reasons for these outages were unclear, and E-Mudhra's support was extremely poor, offering no satisfactory responses. Additionally, there were issues like missing stamp pages from the contract when we received signed PDFs through E-Mudhra. These problems led to negative customer sentiment, as our Aadhaar-based solution appeared unreliable.

Introducing SETU

We have now onboarded SETU as a new vendor for Aadhaar-based signing. SETU automatically switches between E-Mudhra and NSDL for Aadhar based signing, depending on which service is down.

SETU has also proven more reliable in addressing the PDF-related issues we experienced with E-Mudhra in the past.

With this change, we expect fewer downtimes and issues related to Aadhaar e-signing.

How to Enable:Enabled for all workspaces using Aadhar E-sign. 

Relevant Resources: No resources at this time

 Product Area: Clickthrough and Legal Hub

 Impact of Change:Quality of Life Improvements

 Roles Impacted: All Clickthrough and Legal Hub users

Details

We’ve made two major improvements to the Preview Agreement feature:

• Users will be able to see their Legal Hub branding (Logo, styles, etc. ) and customizations (such as header, footer, version dropdown, etc.) directly on the preview page.
• The preview will now work on the first click. Users won’t need to click multiple times to see the preview.

These enhancements will improve the agreement drafting experience by allowing users to see exactly how the agreement will appear in the Legal Hub, eliminating the need to create multiple versions.

How to Enable:Enabled on all workspaces with Clickthrough and Legal Hub. 

Relevant Resources :No resources at this time  

 Product Area: Native E-Sign (Finish Signing Flow)

 Impact of Change:Quality of Life, Faster Signing, Reduced failure on Native E-Sign

 Roles Impacted: All users

Details

In the past, we faced issues when contracts had more than 100 fields, especially when users uploaded signature or seal images for those fields.

With this update we have completely eliminated this failures with our new optimisation, allowing users to sign without errors. This optimization also speeds up signing in similar situations.

How to Enable:Enabled for all workspaces. 

Relevant Resources : No resources at this time  

 Product Area: Contract type and Prepare for Signing

 Impact of Change:For newly created contract types, editors and admins will have default access to prepare contracts for signatures.

 Roles Impacted: Editors and Admins

Details

We've had several instances where users were confused and reached out with questions because editors and admins couldn't prepare and send contracts for signatures, even though they could mark the contract for execution. This issue happened because the default setting was "off" when a new contract type was created. However, our data shows that editors and admins often send contracts out for signing.

With this update, editors and admins will automatically have access to prepare contracts for signing when a new contract type is created. If needed, this access can be turned off for specific entities through the signatory tab in the contract type interface.

How to Enable:Enabled for all workspaces. 

 Product Area: Salesforce integration

 Impact of Change:Easier, scalable, and dynamic Salesforce setup

 Roles Impacted: Support, Implementation, and customers who’d like to set things up on their own.

Details

We’ve revamped our Salesforce integration, introducing a more user-friendly interface that allows customers to easily set up the integration themselves. Additionally, we’ve addressed several of the key challenges our users previously faced.

Here’s a look at the major improvements:

• Support for Multiple Salesforce Accounts: Previously, only a single Salesforce account could be connected to each SpotDraft instance, preventing multiple Salesforce accounts from being linked to a workflow simultaneously. That’s now a thing of the past.
• Expanded Object Support: We used to support contract creation from only three native Salesforce objects—Opportunity, Account, and Contract. We’ve now expanded support to include any object that customers need.
• Improved Data Fetching from Nested Fields: Data retrieval from nested fields was previously limited to just one level down, with additional restrictions like no support for custom objects. We’ve completely re-engineered this to be far more versatile.
• Simplified Setup Process: The old setup process involved multiple screens, making it difficult for customers to complete the setup on their own. We’ve streamlined the process so you now only see what you need when you need it.
• Streamlined Field Mapping: Previously, basic field mapping was spread across four screens, and more complex mappings required even more steps. Now, everything is handled on a single screen, saving time and reducing confusion.
• Dynamic Tables: One of the biggest pain points was mapping columns for dynamic tables—crucial for Salesforce’s CPQ capabilities. The old approach made this task cumbersome. With our revamp, it’s now smooth and straightforward.

Now, users can experience a Salesforce integration that’s more self-serve, scalable, and adaptable than ever before.

How to Enable:This is currently rolled out and can be enabled per workspace on request. 

Relevant Resources: No resources at this time

 Product Area: Contract signing

 Impact of Change:Users can now upload and merge DOCX and PDF documents to the contract in any order

 Roles Impacted: All users

Details

There are instances where contracts require certain documents such as annexures to be attached to the end of it before being sent out for signatures. Until this release, the only way to do this was for the user to download the contract, merge it elsewhere, and upload it as a new version. This is seen as an extra step that takes their workflow off SpotDraft and is time-consuming.

With this release, users can upload DOCX and PDF documents to any contract which will be merged as soon as the contract is marked for execution. They can also decide the order in which the documents are merged.

How to Enable:Enabled for all workspaces. 

Relevant Resources:  Help Documentation 

 Product Area:Prepare for signing flow

 Impact of Change: UX Improvements

 Roles Impacted: Creators and Editors of the contract

Details

A simplified recipient deletion process in the prepare for signing flow. The improvement removes the unnecessary "undo" option(saving one more click) after a user deletes a recipient, making the experience consistent with how recipient deletion works in other parts of the platform through a popup.

How to Enable :Available on all workspaces.

Relevant Resources: No resources at this time

 Product Area:Activity Log, Unmark for Execution, Status Card for contracts having DocuSign as E-Sign method.

 Impact of Change: Quality of Life Improvements

 Roles Impacted: All customers using DocuSign Integration

Details

This update includes quality of life improvements around DocuSign E-Sign Integration :-

• User-Friendly Error Messages: Previously, when users encountered errors with contracts involving DocuSign, we displayed technical messages such as 'Upstream call failure' for issues like authentication failures or exceeding envelope limits. Now, we've improved the messaging by showing clear, user-friendly notifications directly from DocuSign, such as 'Authentication has expired' and 'Envelope limit reached.' This makes it easier for users to understand the issue and reduces the need for them to contact support.

• Voiding Improvements:Previously, unmarking a contract for execution on SpotDraft would automatically void the contract on SpotDraft if the signing method was DocuSign. With the new update, this will no longer happen. Instead, the contract will remain in the Redlining State.

• Activity Log Updates: When a contract is voided on DocuSign by an user, we also void it on SpotDraft. Previously, the activity log incorrectly showed that the contract was voided by the Business User(BU) on SpotDraft, even if the user who voided it on DocuSign wasn't on SpotDraft. To improve this, we now display the email of the user who voided the contract on DocuSign and clearly state in the activity log that the contract was voided on DocuSign.

How to Enable :Released to every customer using DocuSign Integration

Relevant Resources: No resources at this time

 Product Area:Zapier Integration

 Impact of Change:Workflow Automation

 Roles Impacted: Admin Users

Details

This release brings a powerful new integration with Zapier.

Zapier helps connect SpotDraft with over 7000+ other apps and create custom workflows to automate tasks, eliminate manual steps, and improve efficiency. Now, users can effortlessly automate essential workflows without any coding, significantly saving time.

Here's what you can do with SpotDraft's Zapier integration:

Triggers

• Contract Created: Trigger a Zap when a new contract is created in SpotDraft. Example: Send a Slack notification to your legal team whenever a new contract is uploaded.
• Contract Executed: Trigger a Zap when a contract is executed (with payment terms) in SpotDraft. Example: Automatically generate an invoice in Xero or QuickBooks when a contract is executed in SpotDraft.
• Contract Metadata Change: Trigger a Zap when a contract's metadata is updated. Example: Automatically add updated contract details to a Google Sheet whenever metadata changes.

Actions

• Create Contract: Create a new contract in your SpotDraft workspace. Example: Automatically generate a contract in SpotDraft when a new client signs up through a Google Form.
• Create User Task: Create or assign a user task for a specific contract. Example: Automatically create a SpotDraft task when a new event is added to your Google Calendar.
• Get Contract Link: Generates a link to download the contract

We will expand our trigger/action list to support more user flows.

How to Enable: 

Anyone with a SpotDraft and Zapier account can create Zaps.

• Go to Zapier and search for SpotDraft or click here for the listing.
• Explore the available triggers and actions.
• Connect your SpotDraft workspace with Zapier.

• Build your Zaps to automate your workflows!

 Product Area:Contract Management and Reporting

 Impact of Change: New Feature Launch

 Roles Impacted: All SpotDraft users with access to analytics; particularly Admins

Details

We are excited to announce the launch of Contract Analytics, a powerful new feature that provides a 360-degree view of your contracting processes. This feature empowers users to identify bottlenecks, optimize workflows, forecast workloads, and demonstrate the value of their legal teams.

What’s New

Contract Analytics offers four out-of-the-box dashboards:

• Lifecycle Dashboard: Tracks contract volume, execution, expirations, and usage of different contract types. This helps you understand the overall health of your contract portfolio and identify trends in contract activity.

• Approvals Dashboard: Provides insights into the approval process, including pending approvals, average time spent, and completion rates. This allows you to identify bottlenecks in the approval process and optimize workflow efficiency.

• Review Dashboard: Tracks review requests, pending reviews, average review time, and completion rates. This helps you understand the review process, identify areas for improvement, and manage reviewer workloads effectively.

• Turnaround Times Dashboard: Offers a comprehensive view of the time taken for each stage of the contract lifecycle, including drafting, redlining, approvals, and signature collection. This provides valuable insights into the overall efficiency of your contracting process and helps you identify areas for improvement.

Value to Users

Contract Analytics provides several key benefits for SpotDraft users:

• Improved Efficiency: Identify bottlenecks and optimize workflows to reduce contract turnaround times and improve overall efficiency.
• Data-Driven Decision Making: Gain actionable insights into your contracting processes to make informed decisions about resource allocation, workflow improvements, and contract management strategies.
• Enhanced Visibility: Track key metrics and gain a comprehensive understanding of your contract activity, allowing you to proactively manage your contract portfolio.
• Demonstrated Value: Showcase the impact of your legal team and justify resource allocation by providing data-driven insights into their performance and contribution.

Important Note on Contract Analytics

How to Enable:Contract Analytics is ready for deployment to customers starting July 30, 2024.

• All members of the “Admin” team will get access to analytics by default on August 20th.
• Admins can choose to share access with other teams.
• To receive early access, please reach out to your CSM.
• If you wish to opt out of this feature, contact your Customer Success Manager (CSM) before August 20th.

Please Note: Users who have access to analytics can see all metrics (along with the names of the contracts, and process data like transition dates, times, reviewers, approvers, etc.) associated with contracts present in the repository, irrespective of whether they have access to the contract via access control. However, they will not be able to see the metadata or the language of any contracts they don’t have access to.

Relevant Resources 

 Help Center Documentation 

 Product page with interactive demo