Product Area: DraftMate Plugin (Verifai)

Impact of the Change: Quality of Life Improvement

Roles Impacted: All DraftMate users

Problem Statement

When users make rapid edits in Word - like hitting Ctrl+Z multiple times or deleting large chunks of text - Microsoft Word's API doesn't always broadcast every change to DraftMate. This causes sync issues, meaning DraftMate's AI works with an outdated version of your document, leading to suggestions that don't match your current draft.

Previously, the only workaround was to close and reopen the plugin - a clunky solution when you're in the middle of contract review.

Solution

We've added a "Sync Changes" button in the DraftMate plugin. Click it to perform a complete document sync. This ensures DraftMate's AI has the latest version of your document before you re-run your guide.

Important Callouts:

• Manual Re-run Required: After syncing, you'll need to manually re-run your guide. Previous guide results will disappear during the reload.
• When to Use: Use the Sync button after making rapid or bulk changes (especially multiple undos or large deletions) to ensure DraftMate is fully synced before running a guide.

How to Enable: Enabled for all customers on AI module

Product Area: Version History, AI Review, Summary of Changes

Impact of the Change: New Functionality

Roles Impacted: All users with AI module enabled (Embedded Verifier/Verify in CLM)

Problem Addressed:

When contracts go through multiple rounds of negotiation, tracking changes across non-consecutive versions has been a manual slog. Users often needed to compare, say, Version 1 (original draft) with Version 7 (final version) to understand the full arc of changes - or compare Version 3 (pre-legal review) with Version 5 (post-finance review) to isolate specific feedback rounds.

Previously, SpotDraft only auto-generated AI revisions for the latest uploaded versions with previous version. If you wanted to compare any 2 versions, you had to use the manual in-app comparison feature - which meant reading through redlines yourself and piecing together what actually changed. Time-consuming!

Solution Overview:

You can now select any two DOCX versions from your version history and generate an AI-powered summary of changes between them!

Here's how it works:

• Head to the version history panel on any contract;

• Toggle on the compare mode
• Select any two DOCX versions you want to compare
• Click "View AI revisions"—and boom! AI generates a clear summary of what changed between those specific versions

Important Callouts:

DOCX Only (For Now): This feature currently works only for DOCX versions. PDF support is coming soon!

Resources:

Help center article

How to Enable: This is now available to all customers

Feature Name: Viewing Template Documents in Workflow Manager

Product Area: Workflow Manager

Impact of Change: New Functionality

Roles Impacted: Legal Ops, Workflow Admins

Problem:

Until now, reviewing a template in a workflow meant downloading the document and opening it locally or in Google Docs just to check its contents or verify recent changes.

What's New?

With in-workflow document preview, you can now view the document directly inside the Workflow Manager. This lets you quickly confirm that the right template is in place, review recent edits, and catch any mistakes, all without leaving SpotDraft.

How to Enable:

This feature is has been rolled out to all the workspace.

Feature: Condition Library for Questionnaires & Intake Forms

Product Area: Workflow Configuration – Questionnaires & Intake Forms

Impact of the Change: Simplifies condition management and reduces repetitive setup

Roles Impacted: Legal Ops, Workflow Admins, Implementers

Description:

Until now, questionnaire and intake form conditions in workflows were created inline, which meant users often had to recreate the same logic multiple times across different workflows.

With this release, we’re extending the Condition Library to support Questionnaires and Intake Forms. In addition to approval and signatories, users can now create a condition once and reuse it across:

• Questionnaires

• Intake Forms

This provides a single, centralized place to manage all workflow-related conditions, making setups more consistent and easier to maintain.

This will be rolled out to you in phases:

Phase 1 – December 18, 2025

As part of this rollout, all existing questionnaire conditions will be automatically migrated to the Condition Library for customers whose workspaces do not have any draft or unpublished workflow changes. These conditions will continue to function exactly as they do today, but will now be supported by the shared Condition Library instead of the older inline setup.

Phase 2 – Coming soon

This phase will cover existing customers whose workspaces have draft or unpublished workflow changes.

Feature: Slack Signing Notifications for Docusign & Aadhaar

Product Area: Slack Integration

Impact of the Change: Reduces friction and speeds up contract signing

Roles Impacted: Signatories signing the contract

Description:

Until now, Slack signing notifications were only supported for contracts sent via SpotDraft's native signing flow. We’ve extended this capability to our existing e-sign integrations—Aadhaar.

With this enhancement, whenever a contract is sent for signing through DocuSign or Aadhaar on SpotDraft, creator-party signatories who have the SpotDraft Slack app installed will receive signing notifications directly in Slack.

This allows them to sign seamlessly without switching to email, significantly improving the overall signing experience.

How to Enable: Automatically enabled for all workspaces that use multiple signing solutions and where signatories have the SpotDraft Slack app installed.

Feature: Prepare for Sign UX Improvements

Product Area: Prepare for sign

Impact of the Change: Improved user experience and added new functionalities

Roles Impacted: Business users, editors and admin who have access to prepare and send the contract for signing.

Description:Prepare for Sign is now more organized and intuitive, here are the key highlights:-

• Signature settings overview :- Users can now easily see key details like link expiration, signature service, and OTP status in one place – no more jumping between multiple steps to confirm signing settings.
• Edit signature settings :- Manage all signature preferences — including signature service, link expiration, and OTP options — from a single Edit signature settings panel. Earlier, these settings were scattered across different parts of the flow; now they’re centralized for faster updates.
• Rename document in-flow :- Users can now rename the document directly within the Prepare for Sign flow, without leaving the page or switching context.
• UX improvements based on feedback :- We’ve updated the experience with transparent fields, cleaner fonts, and refined colors to make the interface clearer, more consistent, and easier to work with.
• Distraction-free full-page layout :- A focused, full-page layout now gives users more space to review the document and complete all related actions with ease.

Feature Name: Approval for Contracts Executed Offline

Product Area: Approvals

Impact of Change: New Functionality

Roles Impacted: Legal teams, Compliance teams, Workflow administrators

Problem:

When contracts are executed offline (signed outside SpotDraft), uploading them and marking as "executed" automatically skips all pending approvals. This creates a compliance gap—there's no way to ensure legal validation before contracts are marked complete.

What's New?

We've added a new approval type that triggers when someone uploads an executed contract version. If you need legal or compliance sign-off before marking contracts as executed, even when they're signed offline - you can now enforce this validation step!

Key Points:

• Closes compliance gaps: Perfect for IPO prep, financial services, or any team needing audit-ready governance
• Invisible to standard flows: Only triggers when someone uploads an already executed version - your normal e-sign workflows are unaffected

How to Enable:

This feature is being rolled out gradually. If you are interested in getting this enabled on your workspace, please reach out to your Customer Success Manager.

Help Center: Link

Feature: Favicon Support for Online Terms Hosted via Legal Hub

Product Area: SpotDraft Clickthrough and Legal Hub

Impact of the Change: Improved Whitelabelling Capabilities

Roles Impacted: NA

Description:

We’ve added favicon support to Legal Hub pages, enhancing our whitelabelling capabilities. This allows users to customize their legal pages further by adding their brand’s favicon, making the entire experience, from the browser tab to the page, look and feel like their own.

How to Enable: We will be rolling out favicon gradually for existing customers' Legal Hub page. If you'd like to have your favicon added sooner, please reach out to us.

Feature Name: Replace Counterparty

Product Area: Contract Management, Party Information

Impact of Change: Save time by allowing edits to the counterparty without affecting other contracts or needing to create a new one.

Roles Impacted: Business Users, Contract Creators, Contract Editors

Description:

Ever selected the wrong counterparty when creating a contract and felt that sinking feeling of "oh no, now I have to start over"? Not anymore! You can now replace the counterparty on a contract at any point in the contract lifecycle – from Drafting to Review, and even after Execution – without needing to recreate the contract or restart workflows.

This is one of those features that feels like it should have always existed, and now it finally does! 🎉

Problem Addressed:

We've all been there:

• You accidentally select "ABC Ltd." when you meant "ABC Technologies Pvt. Ltd."
• You spot a typo in the counterparty's email after the contract is already in review
• You need to update counterparty information on an executed contract for record-keeping
• You renamed a counterparty ABC Ltd. to Acme but it impacted all other contracts which had counterparty ABC Ltd.

Previously, fixing these mistakes ranged from annoying to nearly impossible. You might have had to:

• Recreate the entire contract from scratch
• Use workarounds that left old links floating around
• Live with incorrect information in your executed contracts

Solution Overview:

Navigate to the Party Information section on any contract details page, click 'Replace Counterparty', and you're done! You can replace with either:

• An existing counterparty in your workspace, or
• A new counterparty that you create during replacement

What happens when you replace:

• Signatories linked to the previous counterparty are automatically removed (except in executed stage)
• The new counterparty's primary Point of Contact (POC) is added as a signatory (where applicable)
• Any active links with the previous counterparty expire immediately 🔗
• Everything is tracked in the activity log for complete audit trail

Quick Tips:

Managing Duplicates: If replacing creates duplicate counterparties, use Manage → Counterparties → Merge or archive the incorrect entries.

Correcting Individual Emails: Use Replace Counterparty to update emails for individual-type counterparties from the add/edit recipient sidesheet.

Renaming vs. Replacing: Renaming a counterparty changes it everywhere across your workspace for all contracts. Use Replace Counterparty when you only want to update the current contract.

Common Questions:

Q: Will signatories be removed when I replace a counterparty?A: Yes, at all stages except executed. The new counterparty's primary POC is added automatically (except in executed stage where all existing signatories are retained).

Q: What happens if the contract was already sent for signing?A: All previously sent signing links expire. You'll need to send new signing requests.

Q: Will replacing counterparty clear questionnaire answers for Template Flow?A: No, your responses are retained.

How to enable

This feature is now available to all customers across all workspaces! 🚀

Relevant resources

Help article: Link

Feature: Ask the admin for access

Product Area: Permission management

Impact of change: Better self-service

Roles Impacted: All users

Description:

Sometimes, while managing contracts like reassigning a business user, legal reviewer, or signatory, you might not find the user you’re looking for in the dropdown. Or maybe you’ve hit a roadblock trying to delete or upload a contract due to access restrictions.

Instead of wondering why or reaching out to the SpotDraft support team, you’ll now see a clear explanation of what’s blocking you, along with a built-in way to create a task for your SpotDraft admin directly. You can explain your requirement in the task that will help your admin make an informed decision.

Your admin will get notified, who can then review your request and make the necessary changes.

Resources: Help centre article

How to Enable: This is enabled by default

Important callout:

1. It is under the SpotDraft admin's discretion whether or not to accept your request.
2. If you are a SpotDraft admin and get a lot of these requests, it could mean that your access control is not set in the most optimal way.