December Updates: Improved Task Reminders, Links on Template Description, Improved Key Pointer Sync for Salesforce integration and more.
Improved Reminders on SpotDraft: Add Multiple reminders to the same Task
SpotDraft users can now set up to five reminders for a given task. It just takes two clicks to set these reminders.
Add Links to your Contract Template Descriptions
SpotDraft now supports adding clickable links in the template descriptions. These new links would be automatically hyperlinked in your template card while selecting a template for a new contract.
Improved Key Pointer Sync in SpotDraft’s Salesforce Integration
🔁 Expanded Object Support: SpotDraft now supports syncing Key Pointer data with various Salesforce objects, including the account and contract, allowing seamless sync for contracts for different objects.
🕐Real-Time Sync: Now, every Key Pointer value update or creation on SpotDraft swiftly reflects in Salesforce, bidding farewell to delays and ensuring real-time updates. ✨
Other Updates
- Default Currency setup – SpotDraft users in the USA will now have the Dollar($) as their default currency, and the EU will have the Euro(€).
- Point of Contract as Default Signatory – After analyzing user data, we observed that the POC for a contract is also the signatory in most cases. Therefore, the POC will be the default signatory for every contract that’s uploaded to collect signatures. Don’t worry, you’ll still be able to change signatories as before.