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.

 Product Area:Native E-Signing Solution

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users setting up contracts for signature

Description:

Ever tried squeezing a long title like "Senior Director of Product" into a cramped signature block? We've solved this common frustration!

Problem Addressed: Previously, title fields in signature blocks could only expand horizontally, causing text to overlap with adjacent signature blocks when space was limited. This created unprofessional-looking documents and frustration for signers with longer titles or designations.

Solution: Title fields can now be configured in two flexible ways:

• Single-line mode: Works like before, expanding horizontally (perfect when you have plenty of horizontal space)
• Multi-line mode: Now supports vertical expansion, allowing titles to flow onto multiple lines when horizontal space is limited

This improvement delivers a more professional document appearance and aligns with industry e-signature standards.

How to use: When creating signature blocks, simply resize the title field box to accommodate multiple lines where needed. The same title field can be displayed differently in various locations throughout a document based on available space.

How to Enable: This improvement is already live for all customers using our native signing solution!

 Product Area:Approvals, Workflow Manager

 Impact of Change: New functionality

 Roles Impacted: Admins

The Problem We're Solving

Legal teams are resource-constrained and need to focus their attention where it matters most. Our customers wanted to:

• Target Legal reviews/approvals ONLY for specific scenarios (like high-value redlined contracts)
• Apply different approval requirements for "Upload for Review" vs. "Upload for Signature" workflows
• Set unique approval flows for different contract types (MSAs, NDAs, Orders) within the same TPP workflow.

Without these capabilities, teams had to over-review contracts, wasting valuable time.

What's New: Supercharged Conditional Approvals

We've added two powerful new condition types to Approvals V5:

Workflow Type Conditions

• Set specific approval requirements based on whether a contract follows an Upload for Review or Upload for Signature workflow
• Configure approval rules that require Legal sign-off ONLY when templates are both redlined AND exceed $50,000 in value

Contract Type Conditions (only for TPP workflows)

• Configure approvals based on specific contract types within a Third-Party Paper workflow
• Ex - Target approvals for just for MSAs (if there is a single TPP Workflow linked to all contract types)

How to Enable: Available now for all workflows using Approvals V5

 Product Area:Contract Metadata, Intake Forms, Validator

 Impact of Change: Operational Efficiency Improvement

 Roles Impacted: Support, Implementation, Customer Success Teams

Ever had a customer urgently needing to link TPP intake form variables to a new or existing metadata they created, only to find yourself waiting on engineering assistance?

Those days are over! We've now made it so that you can link intake form variable without depending on the engineering team.

Problem Addressed

Previously, while template questionnaire values could be linked to new & existing metadata by our internal legal ops team using Validator, intake forms (used in third-party paper workflows) required engineering intervention. This created two significant challenges:

Longer response times to customer requests

Unnecessary consumption of valuable engineering resources

Solution Overview

Support teams can now directly link intake form variables to existing metadata without engineering assistance. This process can be done via Validator, giving you the power to configure these connections on demand. The result? Faster customer response times, optimized engineering resources, and empowered support teams that can deliver solutions immediately.

How to Enable: This functionality is now available to all support team members.

 Product Area:Custom Integrations

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users accessing HubSpot

What was the problem?

After a contract was executed on SpotDraft, users had to visit the SpotDraft platform to view the executed contract, which required them to have SpotDraft licenses—something the sales team wasn’t a fan of.

Solution:

Now, we directly upload the executed copy as an attachment to the "HubSpot Attachments" section, allowing users to view and download it directly from within HubSpot.

How to Enable: Please reach out to your CS for setting this up or you can use Setup Guide