Link executed contracts to SFDC
CLM
All Users
Q2 24
Product Area:
Salesforce Integration
Impact of Change:
Link executed contracts from SpotDraft to SFDC
Roles Impacted:
SFDC integration users
Details
- We now create a SpotDraft Contract record on Salesforce as soon as a contract is linked to a Salesforce record in the ‘Manage’ section, at any stage in the contract lifecycle (pre/post-execution stages).
- Unlinking a record in the SpotDraft manage section also deletes the SpotDraft Contract record in Salesforce.
- Updating the linkage from record A to record B removes the SpotDraft contract record from record A and creates it under record B.
- Now we’re able to identify whether a contract was signed inside SpotDraft or outside and update the status of the signatories accordingly. If signed outside of SpotDraft, we have introduced a new status called 'Signed Externally.'
How to Enable : Available on all workspaces.
Relevant Resources: No resources at this time