Version Management & Viewing Improvements
Product Area:
Contract Versions, Version Comparison
Impact of Change:
Quality of life improvements
Roles Impacted:
All users who work with contract versions
Description:
No more version download fatigue! :tada: We've completely transformed how you interact with contract versions, making it easier than ever to track your contract's negotiation journey.
Problem Addressed:Previously, viewing contract versions had its challenges. You could only see basic details (version number, name, timestamp) and had to download multiple versions just to find the one you needed. This led to unnecessary downloads and made it difficult to understand your contract's evolution. Also you would see a lot of versions like Base Template, Contract Sent, Contract Downloaded which made it harder to do version management and tracking for legal teams.
Solution Overview:We've reimagined the entire version experience:
- View Versions Directly In-Platform: No more mandatory downloads! You can now review any contract version directly within SpotDraft, saving time and reducing clutter in your downloads folder.
- Rich Version Details: Each version now shows comprehensive information including how it was created, relevant notes, and context - making it crystal clear what each version represents.
- Smarter Version Creation: We've cleaned up version generation to eliminate irrelevant versions. Now you'll only see versions that actually matter to your workflow - no more empty template versions cluttering your history. (This is applicable for new contracts)
- Streamlined Comparison: Comparing versions is now faster with fewer clicks required. Plus, we automatically set the older version as "original" and newer version as "revised" - because that just makes sense! :brain:
The Result? Your version history now tells a clear, logical story of your contract's negotiation journey, without the noise and confusion.
How to Enable:
This functionality is feature flagged, we are rolling it out gradually to all customers. In case you want to enable it for your customer, please feel free to reach out to me.