Easily assign a Business User when creating contracts on another’s behalf

 Product Area: Contract Creation

 Impact of Change: Quality of Life Improvement

 Roles Impacted: Users who create contracts on behalf of other team members (e.g., Legal, RevOps).

 Description: 

We know that legal teams often create contracts for business stakeholders. While a legal user might initiate the contract in SpotDraft, the true owner and point person is often someone on the sales or partnerships team.

Previously, assigning the correct Business User required creating the contract first, then navigating to the contract details page to edit the owner. This involved extra clicks and unnecessary navigation for a very common task.

To streamline this, we've introduced the 'Business User' field directly into the contract creation process! Now, when creating a contract via any workflow (Template, Upload Third Party Paper, Send for Signature), you can assign the Business User on the spot.

The field defaults to you, the creator. Simply click the dropdown to select the correct Business User from the list of users who have creator access for that contract type.

This eliminates extra steps, reduces clicks, and ensures the correct owner is assigned from the very beginning, improving visibility and accountability.

 How to Enable: 

This feature is currently available on request. Please reach out to your Customer Success Manager (CSM) to have it enabled for your workspace.

 Please note:  

Once enabled, this feature will be active across all contract creation workflows.

Read more here.