Feature Name: Restricting Business Users from Preparing Contracts for Signing

 Product Area: Upload Third-Party Contract, Send for Signature, Template Contracts with Edits

 Impact of Change: You can now revoke the ability of business users to prepare contracts for signing.

 Roles Impacted: Business Users

 Description: 

Previously, Business Users had implicit access to prepare contracts for signing. In many cases, salespeople were the Business Users for a contract. For many organizations, this was not ideal, as their process requires that only legal users can prepare and send contracts for signing. This ensures legal users are aware of the final version being sent and maintain full control over the process.

With this update, you can disable the Business User toggle to remove their ability to prepare contracts for signing, ensuring that only Editors handle this step.

 How to Enable:Enabled for all workspaces

 Product Area: Smart Data Capture

 Impact of Change: New Functionality

 Roles Impacted: Legal Operations teams managing Smart Data Capture

 Description: We've introduced AI Sandbox, a testing environment that lets you validate Smart Data Capture accuracy before running it on your live contracts.

 Problem Addressed:

Legal teams were frustrated with SDC accuracy issues that only surfaced after processing their entire contracts. You'd write metadata descriptions, run SDC on hundreds of contracts, and discover results were not acceptable - requiring manual cleanup. Even worse, you didn't know which descriptions were problematic or how to fix them. There was no way to test descriptions beforehand or get guidance on improvements, creating anxiety about deploying SDC.

 Solution Overview:

AI Sandbox provides a risk-free testing environment where you can perfect your Smart Data Capture setup before going live.

 What's New:

Test on Sample Contracts: Select representative contracts from your repository and run extractions without affecting live data

See AI Reasoning: View the exact contract sections and logic the AI used for each extraction decision

Get Improvement Suggestions: Mark results as correct/incorrect and receive AI-generated recommendations to refine your descriptions

Track Accuracy: Monitor success rates and iterate until you achieve target accuracy (75%+ recommended)

 How to Access:

On legacy metadata workspaces: Navigate to Manage on the navigation panel > Contract Metadata > Click on the Contract Type > Click the three dots next to any metadata field, and select "Test Smart Data Capture".

On global metadata workspaces: Navigate to Manage > Click on Metadata Manager > Click the three dots next to any metadata field name, and select "Test Smart Data Capture".

This will be available to all customers with Smart Data Capture enabled.

 Feature Name: URL Redirect via Legal Hub Logo

 Product Area: Legal Hub and Clickthrough

 Impact of Change: Improved user navigation and branding flexibility

 Roles Impacted: All users visiting the Legal Hub public page

 Description: 

SpotDraft now supports Legal Hub logo to redirect to a custom URL of their choice. This improves the branding experience and allows users to route visitors to a relevant destination, such as their company website, directly from the Legal Hub.

 How to Enable: 

Please reach out to your CSM to get this configured for your workspace.

 Feature Name: AI Summary in Signing flow (Beta)

 Product Area: Finish Signing Flow

 Impact of Change: Faster signing

 Roles Impacted: Signatories on SpotDraft signing the contract

 Description: 

Introducing AI Summary in Signing Flow (Beta) — a new capability designed to help signatories quickly understand key points in a contract right before they sign. This feature leverages SpotDraft’s Ask AI engine to generate a brief, contextual summary of the contract, allowing signatories to gain confidence and clarity without needing to scroll through the entire document.

Note:- This feature is currently available only to signatories who have SpotDraft account with AI Package.

 How to Enable: Enabled for all workspaces with AI Package

 Product Area: Workflow Manager, Approvals

 Impact of Change: Major Workflow Simplification

 Roles Impacted: Legal Ops Teams, Workflow Administrators

 Description: 

The Problem We Solved

Setting up approvals has been tedious! Need approvals from 20 department heads? You had to create 20 separate approvals. Different finance approvers across 5 countries? 5 more approvals. Our data shows that a lot of our customers had approval setups that could be consolidated, and now they can be!

Enter Conditional Assignment of Approvers

Create a single approval that automatically routes to the right person based on your conditions using our Condition Library.

Real Examples:

Department-Based Conditional Assignment

• Instead of 20 HOD approvals → 1 approval with a condition assignment based on the department
• If "Department = Sales" → John Doe
• If "Department = Legal" → Jane Doe

Geographic-Based Conditional Assignment

• Instead of 5 country-specific approvals → 1 geo-conditional approval
• If "Country = Germany" → James Bond
• If "Country = France" -> Janette Doe

Amount-Based Conditional Assignment

• If "Deal Value > $100K" → Tim Wexler
• If "Deal Value ≤ $100K" → Harvey Specter

 Rollout: 

• This feature will be available only on New Approvals System and the workflow must have Condition Library enabled
• We'll automatically roll it out to everyone along with condition library

 Product Area: Hubspot Integration

 Impact of Change: Users can now perform all key actions directly in Hubspot

 Roles Impacted: Sales and business teams using Hubspot

 Description: 

We’re excited to announce a simple yet major update for our Hubspot integration!

Previously, users could manage the most common contract tasks within Hubspot, but for certain actions, they still had to switch to SpotDraft. With this release, the users can click on the ‘Open Contract Details’ option under the ‘Actions’ button to open the full Contract Summary Page directly in Hubspot, giving them the ability to access and complete all the actions without leaving the Hubspot platform. Some of the important options that are unlocked with this update are:

1. Activity log: The Sales team can now collaborate easily on the contract using SpotDraft’s activity log.
2. Related documents: Easily upload and manage any related/supporting documents to the contract.
3. Contract metadata: View and manage all the contract metadata.
4. Approvals: See the detailed approval status and request ad-hoc approvals when required.And more.

This update significantly enhances the user experience, empowering sales teams to do everything they need right within Hubspot. And this is just the beginning—we have even more enhancements coming your way to make your workflow even smoother. Stay tuned!

 Resources: Help centre article 

 Product Area: Native E-Sign - Finish Signing Flow

 Impact of Change: Faster Signing

 Roles Impacted: Signatories (Creator and Counterparty Signatories)

 Description: 

Signing contracts just became faster and more intuitive

Previously, users had to manually search for signature fields by clicking the up and down arrows to find the ones that required their input.

Now, with auto-navigation, users no longer need to hunt for fields. As soon as you finish filling in one field, the signing page will automatically move to the next field that needs your input, making the process faster and intuitive for signatories.

 Feature Name: Ask AI

 Product Area: SpotDraft CLM

 Roles Impacted: This is a paid feature. Customers who have purchased SpotDraft AI can request it.

Description

Introducing Ask AI - bringing powerful AI-driven contract Q&A directly to your contract details page! This intelligent feature transforms how everyone in your organization interacts with contracts, delivering instant answers to complex questions without ever opening the document.

The Problem We're Solving

Legal teams spend countless hours each day responding to stakeholder questions about contract terms, turning contract experts into human search engines. Meanwhile, business users either wait for answers or make decisions without full contract context.

Common scenarios we're addressing:

CEOs reviewing contracts need quick answers about data retention clauses.

Sales teams asking legal about specific contract terms after office hours.

Business users hunting through 25-page documents to find relevant sections.

Legal teams repeatedly answering the same contract questions.

How to Get Started

Ask AI is now available to all customers with AI Suite or VerifAI licenses!

 Accessing Ask AI: 

Navigate to any contract in SpotDraft.

Look for the Ask AI floating widget in the bottom right corner.

Click to open and start asking questions in natural language.

Important Notes and Limitations

Ask AI is a powerful intelligence tool, but remember it's AI-powered and can make mistakes.

 Product Area: Contracts created via Upload and Sign, Third-Party Paper, and Template flows that move into editable mode.

 Impact of Change: Reduced number of clicks required to send a contract out for signing.

 Roles Impacted: Business Users (BUs), Editors, Creators, and Admins who have access can prepare the contract for signing.

 Description: 

Preparing a contract for signing just got faster.

We've removed an extra step from the process, making it quicker for senders to get contracts ready for signing.

Previously, after clicking "Send for Signing," users had to manually click "Prepare for Sign" to begin the signing setup :snail:. Now, with the latest update, clicking "Send for Signing" takes users directly into the Prepare for Sign flow—no extra click needed.

 How to Access:This feature is accessible across all workspaces.

 Product Area: Workflow Manager

 Impact of Change: New Feature (Requires migration)

 Roles Impacted: Admins, Legal Ops Teams

 Description: 

Problem Addressed:

Have you ever created the same approval condition multiple times for a customer? Or spent hours updating a single condition (like "Deal Value > $1M") in 20+ different places when a threshold changed? Maybe you've struggled to build complex conditions with AND/OR logic directly in the approval settings?

We hear you! Previously, condition logic was tied directly to individual workflow components (Ex - approvals). This created headaches with:

• Redundant condition creation across approvals

• Time-consuming maintenance when policies changed

• Limited visibility into where conditions were being used

• Difficulty building and managing complex conditional logic

Solution Overview:

Introducing the Condition Library - your new central hub for creating, and managing conditions across your workflow automation!

With this powerful new feature, you can:

• Create conditions once, use them everywhere! Define a condition like "High Value Deal" in one place and use it across multiple approvals.

• Update in one place, changes everywhere! When your "High Value" threshold changes from $1M to $1.5M, update it once in the library and it automatically updates everywhere it's used.

• Build more sophisticated logic with an improved condition builder supporting both basic UI and advanced formula modes.

• Gain complete visibility into where each condition is being used with the new Usage tab.

The Condition Library is the groundwork for exciting upcoming features like conditional approval routing and conditional signatories!

Note: Currently conditions built using the condition library will only be supported in the New Approvals system. It's NOT supported for questionnaire, intake forms, or templates. We will be building support for these in the future.

 How to Enable: This feature will be gradually rolled out to all customers.

 Relevant Resources: Managing Conditions with the Condition Library