Release Notes

New updates and improvements to SpotDraft

All Announcements

New Releases: Improved SSO sign-in, New Email Experience, Improvements to Contract edit and save interactions, and Improvements to Prepare for Sign.

Improvement
New Feature

Improved Sign-in Exprience for SSO users

You can now directly sign in with SSO accounts in one click. You no longer need to enter an email to log in via SSO. This new interaction has been developed to streamline SSO logins for all SpotDraft users.

 

New Email Experience (beta-release)

With SpotDraft’s new in-app email experience, you can do much more than send contracts to your counterparty.

  • Choose between a standard template or custom text email formats 
  • Record emails sent and their responses on the contract's Activity Log
  • Upload attachments received over email as supporting documents, updated contract versions, or for comparison - from your Activity Log
  • Use the contract's unique email address to send emails to your Activity log

To learn more about the new email experience, click here. 

 

Improvements to SpotDraft's saving interactions (closed beta)

Your contract editing and saving interactions will soon see a significant UX improvement. We're introducing UX improvements to help you and your teammates identify contract edit sessions in progress and display prompts when your latest edits are saved in-app after you're done.

These changes are coming soon and will be rolled out to our users in the coming weeks. Keep watching this space for more updates.

 

New Prepare for Sign flow changes

We have updated the first step from "Add recipient" to "Manage Recipient." This would allow users to perform more actions, such as setting the sign service and sign order and adding recipients. Before, you could only add new recipients, but now you can do more.

Users can now directly select signatories from a dropdown and assign fields to them in a new "assign fields" step. This happens immediately after the first step.

Additionally, we've streamlined the UI buttons with more descriptive call-to-actions. This modification aims to make the step-by-step process clearer for users.

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