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

 Product Area: Contract Repository

 Impact of Change: New functionality

 Roles Impacted: All users

Details

Ever wished you could peek into a contract's details without leaving your current view?

We're excited to introduce the new Quick View Panel - your window into contract information that keeps you in your workflow!

Problem Addressed: Previously, checking basic contract details required scrolling horizontally across numerous columns to find specific information or navigating away from the contract listing page, interrupting your workflow and requiring multiple clicks to return to your previous view. This was especially challenging when comparing multiple contracts or quickly verifying information.

Solution Overview: The new Quick View Panel lets you instantly access contract information and take actions without leaving your current view. View party information and status updates, or take quick actions like assigning business users, adding tags, managing access, and handling tasks - all from a sleek panel that slides in from the right.

Less clicking, more doing!

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

Relevant Resources: NA

 Product Area: Contract Creation

 Impact of Change: Quality of life improvement

 Roles Impacted: Business users

Details

Creating contracts just got smoother! We've improved how you select your contracting entity during contract creation. For organizations with multiple entities, we now place the primary entity to the top of the entity selection list & also highlight it with primary tag.

This simple but impactful change makes it faster and easier to select your most-used entity, streamlining the contract creation process for organizations that primarily work with a specific entity.

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

Relevant Resources: NA

 Product Area: Contract Repository

 Impact of Change: Quality of life improvement

 Roles Impacted: All users

Details

We've improved the contract type filter in the repository to make it more intuitive! Previously, archived contract types would appear at the top of the filter dropdown, requiring extra scrolling to reach active contract types. Now, archived contract types are automatically sorted to the bottom of the list, making it faster and easier to find and filter by active contract types.

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

Relevant Resources: NA

 Product Area: Workflow Manager

 Impact of Change: Quality of life improvement

 Roles Impacted: Admin users

Details

Ever found yourself navigating back to the workflow listing page just to archive a workflow? We've streamlined this process!

You can now archive workflows directly from the workflow details page using the three-dot menu next to the publish button. This intuitive update saves you time and clicks by letting you make the archive decision right where you're reviewing the workflow details.

How to Enable:This feature is now available to all customers.

Relevant Resources: NA

 Product Area: Contract Type Settings

 Impact of Change: Quality of life improvement

 Roles Impacted: Admin users

Details

Previously in the contract type settings page, the contract types were only sorted by recency, which wasn't always intuitive for users trying to find specific types. With this update, users can switch to alphabetical sorting for easier contract type discovery.

This enhancement makes it faster and more intuitive to find and work with contract types, especially for organizations managing multiple contract types.

How to Enable: This feature is now available to all customers

Relevant Resources: NA

 Product Area: Contract summary page

 Impact of Change: Quality of life improvement

 Roles Impacted: All users

Details

We've made two key improvements to how information is displayed in the contract info card:

1. Better Organization: Contract information (like contract type, reference ID, etc.) is now displayed in a clearer format, with field names appearing above their values. This makes information easier to read, especially on smaller screens.
2. Clearer Interactive Elements: We've made it more obvious which fields you can click to edit. For example, when you hover on "Contract Type," you'll now notice a clear visual indicator showing it's something you can click to make changes.

How to Enable: These improvements are automatically available to all users.

Relevant Resources: NA

 Product Area: Approvals

 Impact of Change: New Functionality

 Roles Impacted: All users

Details

We've strengthened our ad-hoc approval workflows with enhanced restriction controls! Previously, in the new approval system when an ad-hoc approval was in progress, any user could perform actions like skipping that ad-hoc approval or downloading and sending the contract to counterparties. This created potential leakages in the approval process.

Now, we've added robust restriction controls for the ad-hoc approvals as well that:

• Prevents unauthorized skipping of ad-hoc approvals
• Blocks unauthorized contract downloads during approval stage
• Restricts sending to counterparty while approval is in progress

This update brings ad-hoc approvals in line with our existing approval restriction capabilities, ensuring consistent security across your approval workflows.

How to Enable:This feature is automatically enabled for all workspaces using new approvals system.

Relevant Resources: NA