Product Area:Contract Upload Flows

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users

Details

We've added a new feature to help prevent duplicate contracts in the repository.

Problem Addressed:

When users receive redlined documents from counterparties, many upload them as new contracts rather than as new versions of existing contracts. This creates duplicate records (6.21% of all contracts), causing repository clutter and reporting inaccuracies.

Solution Overview:

Now when users upload a document with the same counterparty and contract type as a new contract (upload for review, sign, executed), they will be informed about the potential duplicate and offered two options:

• Upload as a new version to the existing contract
• Continue creating a new contract record

This improvement provides:

• Cleaner repository with fewer duplicates
• More accurate reporting
• Streamlined workflow for handling document versions

How to Enable: We'll enable this for selected customers(will be specified in the thread)  and internal workspaces over this week and will be rolling out to all the WSs soon.

 Product Area: Contract Preview, Contract Details Page

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users

Details

We've introduced a simple but powerful new feature that lets you view different versions of your contract directly from the contract preview.

• Version Dropdown: Users now have two viewing options in the contract preview:
• Published Version: The last officially published version of the contract
• Draft Version: The latest saved edits, even if they haven't been published yet

Problem Addressed:

Previously, when users made edits and saved them without publishing, these changes were only visible by reopening the editor. This created unnecessary back-and-forth between views when users needed to reference their recent changes. With our new version dropdown, you'll experience:

• Time-Saving: No more switching between preview and editor to check your recent edits
• Clarity: Easily identify what's changed between published and draft versions
• Better Collaboration: Show colleagues your in-progress changes without publishing them

 How to enable: This improvement is available to all users. 

 Impact of Change: Quality of Life improvement

Details

We've made a small update to our upload experience! The upload modal is now a sidepanel for all flows:

• Upload for review
• Upload and sign
• Upload executed

This small change is made to align with our design system for a more consistent experience.

 Product Area: Contract Approvals, Slack Integration

 Impact of Change: New Functionality

 Roles Impacted: All users who receive approval requests

Details

What’s changing?

Users can now approve contracts directly from Slack without having to visit SpotDraft! The Slack App will send a notification each time an approval is requested, and users can take action right from the message.

Users can Approve :white_check_mark:, Reject :x: with a note, or View a contract as before--all from the Slack notification. Watch the video to see it in action :video_camera:

Why this matters

Problem Solved:

Previously, approvers had to click “View Contract” and navigate to app.spotdraft.com to approve or reject contracts. This was particularly cumbersome for mobile users, and users on-the-go.

With most approval information already visible in Slack notifications, we’ve eliminated unnecessary steps by adding direct action buttons to speed up the approval process.

Who benefits?

• This feature is especially valuable for:
• Executives who need to approve contracts quickly while on the go
• Business users who spend significant time in Slack and not as much on SpotDraft
• Mobile users who need to complete approvals away from their desks

How to use it

Receive notification: When you’re assigned as an approver, you’ll get a Slack message with contract details

Take action: Click “Approve” to instantly approve, or “Reject” to add rejection notes

That’s it! The message will update to show the completed action.

How to Enable: This feature will be rolled out gradually. Important note is that your Slack admin will have to reinstall the Slack App.

 Product Area: Repository

 Impact of Change: Quality of life improvement

Details

Finding related documents just got a whole lot easier! We've streamlined how you access related documents directly from the contract list.

Problem Addressed:

Previously, users had to click on the Related Documents icon to view related contracts, creating an unnecessary extra step. The old visual also lacked crucial context like document status and counterparty information, making it difficult to quickly assess related contracts.

Solution Overview:

We've transformed this experience with two key improvements:

Hover to View: Simply hover over the Related Documents icon to instantly see all related contracts - no more clicking required!

Enhanced Information Display: The redesigned hover view now shows comprehensive information including document status, counterparty details, and contract name - all aligned with how this information appears on the contract details page.

This update creates a more consistent, intuitive experience that saves you time and provides better context when navigating between related contracts.

How to Enable: This improvement is available to all users.

 Product Area:Contract Upload Flows

 Impact of Change: Quality of Life Improvement

 Roles Impacted: All users

Details

What was the problem?

All contracts could only be uploaded to a single drive, with no option to select which contract types should or shouldn't be uploaded

Solution

1. Now, you can choose which contract types should be uploaded to Google Drive and which shouldn't.
2. You can also specify the drive each contract type should be uploaded to.

How to enable?

This is enabled for all customers using the Google Drive v2 integration.

Call-outs:

 Product Area: Workflow Manager, Smart Data Capture

 Impact of Change: New Functionality

 Roles Impacted: Admin users

Details

Problems: Previously, users had to manually run metadata extraction on each contract individually after execution. This created extra work and introduced the possibility of missed extraction, leading to incomplete metadata and reporting gaps. The manual process also meant that valuable contract data wasn’t immediately available for analysis after execution.

Solution:

We’ve added a new toggle in the Workflow Settings for each workflow called “Automatically Extract Metadata after Execution”! When enabled, Smart Data Capture will automatically extract metadata when a contract is executed, eliminating the need for manually clicking on Extract and ensuring your contract data is available right away. This is available for both Template and TPP contracts.

Important Callouts:

If SDC credits have been exhausted, metadata will not be extracted automatically (no alerts will be sent in this case)

This will only run extraction on the contracts once, upon execution

This only applies to newly created contracts after the workflow has been published

How to Enable: This feature is available to all workspaces who have extraction enabled.

Relevant Resources: For more information about Smart Data Capture and metadata extraction, please refer to our Help Center.

 Product Area: Intake Forms

 Impact of Change: New functionality

 Roles Impacted: All users

Details

We had heard of use cases where users would like to hide certain columns on the questionnaire but retain it on the contract. An example would be:

1. The last column of the table is computed field. (it could also be in the middle)
2. I would like to hide it in the questionnaire because it is not an input field per se.
3. However, this column should be visible on the questionnaire.

Another use case is I do not want CP to know what discount %age is applied automatically while answering questionnaire.

Problems:

1. It was not possible for users to do it themselves.
2. Legal team internally would have to spend 2X the time to get it done. First, make the main table to go in the document then copy the same table with same default, computations and create another one that goes in the questionnaire. It would get even difficult for contracts with multiple table. So, on average, if it took them 15 minutes to do this, for this use case, they would spend 30 mins.
3. Further updates to such tables meant all the tables to be fixed again which is again double the work.

Solution:

SpotDraft's Dynamic Tables now offers a simple check on the column level to show/hide the column from the questionnaire. This is available for each column, so whether that column is in the beginning, middle or end, you can choose to hide it.

How to Enable:This is enabled by default for all customers.

Relevant Resources: NA

 Product Area: Intake Forms

 Impact of Change: New functionality

 Roles Impacted: All users

Details

SpotDraft's Dynamic Tables now offers improved flexibility for structuring product lists and other tabular data within your contracts. The following improvements have been implemented:

1. Add Rows Between Existing Rows: You can now insert new rows between any two existing rows in the table, eliminating the need to delete and recreate subsequent rows.
2. Drag and Drop Row Rearrangement: You can now change the order of the row, by dragging the row up and down to easily re-arrange the dynamic tables to meet your needs.

This will also work while setting up default responses on the dynamic table questions.

P.S. - This also fixes a minor bug wherein when required fields were marked as computed, there was no way to make the fields optional.

How to Enable: This is enabled by default for all customers

Relevant Resources: NA

 Product Area: Contract Type Listing

 Impact of Change: Quality of Life Improvement

 Roles Impacted: Admin users

Details

Problem Addressed: Previously, clicking "Back" after viewing a contract type would always return users to the first page of the listing, causing them to lose their place and forcing them to navigate through pages again to return to their previous position.

Solution Overview: We've enhanced navigation to maintain pagination context! Now when you click "Back" after viewing a contract type, you'll return to the exact same page you were on - not the first page.

This pagination memory creates a more intuitive browsing experience, saving time when exploring multiple contract types.

How to Enable:This improvement is now available to all workspaces.

Relevant Resources: NA