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—DocuSign and 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.

Product Area: SpotDraft Clickthrough

Impact of the Change: Clickthrough can be integrated in a wider range of businesses that operate primarily on Android and iOS.

Roles Impacted: NA

Description:

SpotDraft Clickthrough is now available on Android and iOS. This means our customers can now integrate Clickthrough directly into their mobile apps to collect user consent from their users. This update is especially useful for businesses that operate exclusively through mobile apps (Android or iOS). It now allows us to support Clickthrough functionality within mobile applications, enabling direct consent collection from mobile users.

Resources and How to Enable:

SpotDraft also offers best practices for implementing Clickthrough on both Android and iOS. To enable Clickthrough for your mobile application, please reach out to your Customer Success Manager.

Product Area: Request Review

Impact of the Change: Quality of Life Improvement

Roles Impacted: All users

Description:

Need to quickly scan a contract and complete your review? You can now do exactly that without opening Word or OnlyOffice.

When you click "Review Contract," you'll see a new option: "Review Without Editing." This keeps you on the contract page itself, where you can leave comments in the Activity Log or provide feedback directly - no extra steps.

Perfect for reviewers who just need to skim and comment, not make edits.

How to Enable: Will be available for everyone by Nov 5, 2025

Product Area: Approvals

Impact of the Change: Quality of life improvement

Roles Impacted: All users

Description:

Ever tried to add an urgent ad-hoc approval while your approval collection was paused, only to hit a wall? That frustrating blocker is now gone!

Problem Addressed:

Previously, when approval collection was paused in a workflow (say, waiting for negotiations before collecting final approvals), you couldn't add ad-hoc approvals. This meant urgent approvals had to wait, creating unnecessary delays for customers like Simetrik, Dream 11 and Apollo.

This update completes the ad-hoc approval functionality - you can now truly request approvals at any point during the draft and redlining stages of your contract.

Solution Overview:

When adding an ad-hoc approval, you now have two options:

• Collect Immediately - The approval gets added right away, even if your approval collection is paused. The approval is inserted right above pause so it's requested immediately.
• Collect Later - Specify a future order number in your approval sequence.

How to Enable: Available for all customers

Product Area: Custom Tasks

Impact of Change: Improves collaboration for shared tasks. Enables teams to distribute work efficiently without creating duplicate tasks or confusion.

Roles Impacted: Any user who creates or edits custom tasks.

Description:

Earlier: Tasks could only be assigned to a single person. For collaborative work, users had to manually duplicate tasks to track shared responsibility.

Now: Users can assign a task to multiple team members or teams directly from the task creation or edit screen. Each assignee receives the same task and related notifications, enabling shared accountability and visibility for progress.

Key Updates:

• Multiple assignees can be selected from the assignee dropdown when creating or editing a task.
• Selected assignees are shown in the dropdown with checkboxes.
• Notifications are sent to all assignees.

• Any assignee can mark the task as complete. Completion updates are shared with remaining assignees.