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.

 How to Access:This feature will be gradually rolled out to all customers. If you’d like early access, please reach out to your Customer Success Manager (CSM).

 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 

 Product Area: Legal Hub

 Impact of Change: Security Improvement

 Roles Impacted: Admins, All customers using Legal Hub functionality

 Description: 

We've enhanced the security of our Legal Hub functionality by introducing a feature flag to control access to the default "/legal" links!

 What's changing? 

Previously, the default Legal Hub available at yourdomain.com/legal was:

• Always accessible, even if not explicitly made public

• Could not be disabled unlike other Legal Hubs

• Automatically linked to all agreements in the Legal Hub repository

This created a potential security concern where anyone who knew the URL could access all linked agreements, regardless of intended visibility settings.

 Our solution: 

We've implemented a feature flag that allows us to disable direct access to the default "/legal" link. When enabled:

• The "/legal" link will redirect users to a customer-specified default Legal Hub

• Agreements that were only hosted on the default "/legal" link will no longer be accessible by using the link "/legal/[agreement-name]"

• Users will only be able to access agreements hosted on public, active Legal Hubs

 Why this matters: 

This enhancement gives you greater control over your legal document visibility and improves compliance by ensuring only properly published agreements are accessible to the public.

 How to Enable: 

This is a controlled feature flag that our team can enable upon request. Please reach out to our customer success representative to get this functionality enabled.

 Help center article: Linking an agreement to Legal Hub 

Note: After enabling the flag, please switch the home page for the legal hub (you can just select any hub and then select your previous hub as the home page). This is needed to clear the cache.

 Product Area: Home, Repository, Contract Details, Contract Creation

 Impact of Change: New Functionality

 Roles Impacted: All Users

 Description: 

We've optimized the platform for mobile browsers, allowing you to manage your contracts on the go without needing your laptop!

Problem Addressed:

Business professionals and executives are constantly on the move, but until now, managing contracts required being at your desk. We've heard from many users who needed to approve, sign, or view contracts while traveling or in meetings, but couldn't do so effectively on mobile devices. This led to delays in contract lifecycles and frustrated users who felt tethered to their laptops.

Solution Overview:

We've completely reimagined the SpotDraft experience for mobile browsers, focusing on the most critical workflows you need while on the go. The interface has been redesigned with mobile-friendly components, improved readability, and a more focused layout that removes clutter while preserving functionality.

What's New:

Optimized Home Page

• Quick access to your relevant contracts and pending tasks
• Streamlined dashboard that highlights what needs your immediate attention

Mobile-Friendly Repository

• Easily search and find contracts

• Access all your custom views

Enhanced Contract Details Page

• View contract documents with improved readability

• Check contract metadata and status

• Complete crucial tasks: approve, sign, comment

• Upload new versions directly from your phone

On-the-Go Contract Creation

• Upload third-party contracts

• Quick contract creation from templates

• Add essential details without waiting to get back to your desk

 Important callouts: 

The contract details page is optimised only for the new design. Please move to the new design to get the mobile-optimized experience

Feature Parity: We've included key desktop functionality, strategically focusing on the most important actions you need while mobile.

 Help center article: Navigating Spotdraft on Your Mobile Device 

 How to Access: 

Simply visit SpotDraft in your mobile browser - no app download required! The platform will automatically detect your device and display the optimized interface.

 Product Area: Express Contracts

 Impact of Change: Quality of Life Improvement

 Roles Impacted: Admins, Counterparties

Description:

We've updated the email templates for Express Contracts to better align with their intended purpose!

The Problem:

Previously, counterparties receiving Express Contracts had inconsistent experiences:

• If the counterparty only needed to provide basic information (name, organisation name, email ID), they received an email requesting their signature
• If the counterparty needed to answer additional questions, they received an email asking them to "review" the contract

This "review" term unintentionally implied scope for negotiation, which contradicted the entire purpose of Express Contracts as non-negotiable, standardized agreements.

The Solution:

Now, all counterparties will receive consistent messaging regardless of how much information they need to provide:

All Express Contract emails now use "Your signature is requested" messaging

Counterparties who need to answer additional questions will still be guided to complete those steps before signing

This creates a clear, unified experience that reinforces Express Contracts as fill-and-sign documents, not negotiable agreements

How to Enable: This update has been automatically rolled out to all workspaces.

 Product Area: Approvals, Workflow Manager

 Impact of Change: New Functionality

 Roles Impacted: Admins Users

Description

We've been working with customers like you who needed more control when pause steps are added in approval workflows. Specifically:

• For "Upload for Review" contracts, a pause step allows teams to coordinate internally before approvals
• However, for "Upload for Signature" workflows, pauses cause unnecessary delays when contracts are ready to go

In the legacy approvals system, this differentiation was handled by pre-send vs. pre-sign approval types. When we launched the new version of approvals, customers lost this granular control - until now!

What's New: Smart Conditional Pause Steps

Pause steps in approval workflows can now be configured with conditions based on the workflow type:

• Skip pause steps for "Uploaded for Signature" workflows to accelerate the approval process
• Apply pause steps only for "Third-party paper - uploaded for Review" contracts that need internal alignment
• Recreate the legacy pre-send/pre-sign approval distinction with improved flexibility

Limitations: Currently supports "workflow type" conditions only. 

How to Enable: Available on demand behind a feature flag for workspaces using New Approvals System. Please reach out to your CS for any support.