Product Area: Home page, Contract Repository

Impact of the Change: New Feature

Roles Impacted: All users

Description:

The homepage contract widget just got a lot more useful. Previously, the widget showed "Contracts owned by [You]" - which meant anyone who wasn't a contract creator (approvers, signatories, reviewers, collaborators) saw an empty widget. More than half of our users fell into this bucket. The widget was essentially invisible to them.

We've replaced ownership-based filtering with a Followers system. You become a follower of a contract automatically when you have any meaningful interaction with it — creating it, getting assigned, approving, signing, commenting, or being mentioned. Followed contracts now populate your homepage widget, making it relevant for every user type.

What's changing:

• Home page contract widget will start showing contract you follow (instead NOT show the contracts owned by you, i.e. where you are the business user)
• User dropdown and time filter removed — relevance drives what you see, not filters
• "Contracts You're Following" system view added to the Repository for full search, filter, and sort access

What's NOT changing:

Followers of a contract will NOT receive any extra notifications. They'll only receive the relevant notifications that they used to receive earlier.

How you become a follower:

• Users are automatically added as follower when they: create a contract, get assigned (as BU, reviewer, approver, or signatory), comment, get mentioned, edit content, send for review or signature, or respond via email.

• Users can also manually start following any contract they have access to.

How to un-following:

From the contract details page, users can manually opt out. You stop following a contract if access is revoked or the user is deactivated.

Resources:

help center article

How to Enable: Will be rolled out to all customers gradually

Product Area: Settings, Administration, Billing & Utilization

Impact of the Change: Enchancement

Roles Impacted: Workspace Admins

Description:

What Changes: SpotDraft has introduced a comprehensive permissions dashboard located under the “Billing and Utilization” tab in Settings. This dashboard features detailed tables that map out all users and teams against the specific permissions they hold for various contract types.

Comprehensive Access Overview: Admins can now view all user and team permissions in one centralized table, eliminating the need to click through individual user profiles to understand their access levels.

Enhanced Security & Auditing: Quickly identify and troubleshoot permission gaps or over-provisioned access, ensuring sensitive contracts are only accessible to the right stakeholders.

Who Is This For

For Workspace Admins: Gain a bird’s-eye view of the entire workspace’s access rights, making it significantly easier to manage user roles and troubleshoot permission-related queries.

Resources: Link to help center article

How to Enable: Enabled for All

Product Area: Contract Analytics

Impact of the Change: New feature

Roles Impacted: Admins, Users with Analytics access

Description:

Currently, SpotDraft offers four pre-built analytics dashboards - Lifecycle, Approvals, Turnaround Times, and Review - with fixed metrics and configurations.

With Custom Analytics, users can now build their own graphs and dashboards to track the information that is most important to them. Users can now also leverage metadata to build highly tailored reports that align directly with their organization’s specific KPIs and operational workflows.

What’s Supported:

• Creating new custom dashboards with personalized names and configurations
• Setting access controls (Only Available to You/Open to All users with analytics access)
• Building custom metrics using supported dimensions and measures
• Using available chart types such as pie charts, tables, and others
• System-generated analytics data points such as approvals, review times, contract metadata metrics, and other built-in analytics fields
• Combining metadata and other processed data is possible (Ex: Reviews by Department)

What’s Not Supported (Yet):

• Sharing dashboards with select users/team
• Having a library of pre-built metrics

How to Enable: Reach out to the Support or Customer Success if you want to use it on your workspace.

Product Area: VerifAI / DraftMate Word Plugin / OnlyOffice Editor

Impact of the Change: New Functionality (Restored Capability)

Roles Impacted: All VerifAI embedded (VerifAI in CLM)

Description:

The Problem

Setting up VerifAI review guides has always required manual effort — users had to go clause by clause, filling in the guideline, title, typical wording, fallbacks, and approval settings from scratch. For teams with many relevant clauses, this could take hours of repetitive work, significant trial and error, and often resulted in inconsistent guide quality across the board.

Now, just open your standard contract in Word or OnlyOffice and run DraftMate — guides are extracted automatically. VerifAI pulls the right context for each clause, producing well-structured guides that would previously have taken meaningful legal or ops time to configure.

Teams get faster time-to-value with VerifAI, and the guides themselves are more consistent and grounded in actual contract language.

Note: This feature is NOT AVAILABLE FOR VERIFAI STANDALONE plugin

Product Area: AI Revisions AKA Summary of Changes, VerifAI in CLM Impact of the Change: Expanded Capability Roles Impacted: All users

Description:Until now, both VerifAI and AI Revisions only worked on .DOCX contracts. If a contract came in as a PDF these capabilities simply weren't available.

That gap is now closed!

VerifAI guides and AI Revisions now fully support PDF contracts, making these capabilities available across every contract document type on SpotDraft.

This means:

• VerifAI guide runs can now be triggered on any contract version, regardless of whether it's a DOCX or PDF.
• AI Revisions can now compare any version pair — even when one or both versions are PDFs.

Product Area: VerifAI in CLM, DraftMate Impact of the Change: Security & Complaince Enhancement Roles Impacted: All VerifAI Users

Description:Until now, any user with editor access in DraftMate could create, update, or delete VerifAI guides. No guardrails.:grimacing: We've now added access control on managing VerifAI guides and guidelines.

What's changed:

Creating, updating, or deleting guides → restricted to users with Manage Clause Library & VerifAI Guides permission (team-level permission) Running guides → still available to all editors, as before :dart:

Why it matters:Legal and compliance teams can now control who shapes review standards — without restricting day-to-day usage.

Note: this is enabled for all workspaces

Product Area: Workflow Manager

Impact of Change: New Feature

Roles Impacted: Administrators & Workflow Managers

Description:

We're excited to launch the Computation Builder, a new way to add powerful, automated logic to your workflow questionnaires (both template and upload workflows) without needing any technical expertise. You can now create formulas to automatically calculate values for fields like bonuses, totals, or other key metrics based on user inputs.

Here’s what you can do with the Computation Builder:

• Automate Calculations: Build formulas directly within a questionnaire question. For example, you can now automatically calculate a "Retention Bonus" as 20% of the "Annual Gross Salary" entered by the user.
• Reduce Manual Errors: Fields with computations are automatically calculated and become non-editable for the person filling out the form. A (Σ) symbol will indicate that the value is computed, preventing accidental overrides and ensuring accuracy.
• Centralized Management with Computation Library: All your formulas are stored in a central Computation Library on the workflow. From here, you can easily edit a formula in one place and see exactly which workflows and questions are using it, helping you understand the impact of any changes.
• Intuitive Formula Writing: The builder provides helpful suggestions and an easy-to-use syntax. We also provide a comprehensive guide to help you get started with writing formulas.

Please Note: Computations created with the new builder will override any older, code-based calculations associated with your templates or third- party workflows, creating a single, easy-to-manage source of truth.

Resources:

Help Center

How to Enable:

We will be gradually rolling this out to workspaces which have already transitioned to global metadata. Please reach out to your CSMs to get early access.

Product Area: Workflow manager, e-signature reminders

Impact of the Change: Feature Enhancement

Roles Impacted: Workspace admins, all signatories as well as business users of contract

Problem Statement

Chasing signatures is time-consuming work that pulls users away from strategic tasks. Different contracts need different approaches, like a routine vendor agreement doesn't require the same urgency as a time-sensitive sales deal.

SpotDraft's signature reminders ran on a rigid system: once enabled, reminders were sent daily for 14 days until the contract was signed or declined. Users couldn't adjust the timing, extend the cycle, or tailor the approach to different contract types or stakeholder needs.

What Will Happen

Users will now have full control over signature reminders through the Workflow Manager.

What You Can Control:

1. First reminder timing: Set when the initial nudge goes out
2. Follow-up frequency: Choose how often reminders repeat
3. Business days only: Toggle on to skip weekends and respect signatories' time off
4. Custom email templates: Personalise reminder messages using variables so they feel helpful, not automated
5. Activity tracking: Every reminder is automatically logged in the Activity Log for complete visibility

Where To Find It: Navigate to the 'Reminders' section under 'Additional Options' within Workflow Manager.

Resources: Help Center Article

How to Enable: Reach out to your CSM to enable for your workspace.

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