Tasks & Reminders, HubSpot Integration and more!
Santa came early this year! We've got some big updates for you, so let's not waste any time.
What's New?
Tasks and Reminders
What is this feature? Users will be able to add tasks related to contracts on SpotDraft, and assign them to other users. You can also configure reminders for each of these tasks. All tasks will be available to users, at a glance, once they log in to SpotDraft. Why is it important? Taking a contract from creation to execution requires a ton of smaller tasks. These can range from requesting internal review, to getting approval for payments, or sending out compliances post-execution. You can now track all your contract-related tasks within SpotDraft.
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Introducing Tasks and Reminders, the ultimate to-do list for your contracts on SpotDraft! Now you can assign and track tasks related to your contracts, or use it as a catch-all to-do list for your legal team.
No more back-and-forth emails or digging through filters - with Tasks and Reminders, you'll know exactly what needs to be done for each contract as soon as you log in.
It's not just for contracts - you can use Tasks and Reminders for anything your team needs to stay on top of.
Check out this video to see a demo!
HubSpot Integration
Soon, you can create contracts in minutes - without leaving your HubSpot workspace. Our HubSpot integration allows you to create and send pre-vetted contracts within HubSpot with just a few clicks - filling templates using your HubSpot opportunity data. This will cut contract turnaround time from days to minutes. You can request review and signatures from your team directly via HubSpot, and our data-sync also enables you with real-time updates on the status of the contract within the HubSpot environment.
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Introducing the ultimate power couple - HubSpot and SpotDraft! Now you can create contracts directly from your HubSpot deals, saving time and avoiding errors.
No more manually entering contact info - just map the properties of your deals, companies, and contacts to the contract fields you want, and let the integration do the rest.
And don't worry, you can still do all your favourite things - send contracts for review, send to counterparties, get signatures, upload third-party papers, and upload new versions. Plus, see related contract information right on the deal page.
Sort On Grid
Get ready to flex your sorting muscles with the new Sort on Grid feature! You can now sort your contracts by the following, individually or in combination.
- Counterparty name
- Creation date
- Expiration date
- Execution date
- Last updated date
Duplicate a view? No problem - the sort is carried over to the new custom view. And if you have the same columns in two views, the sort is maintained while switching between them.
Plus, we squashed a pesky bug - the Yes/No option will now correctly show your selected choice when downloading report templates for checkbox key pointers.
Go forth and sort, friends! Your reports will thank you.
Stamping Improvements
We made some improvements to inventory settings! Now you can see the status of your stamps - whether they're reserved, used, or available - and delete them from inventory if you need to.
And don't worry, you won't lose your stamps - you can individually download them from inventory, and even see which contract they're reserved for.
Other Cool Stuff
Say goodbye to the hassle of deleting and recreating questions on Templates - you can now seamlessly move questions between sections.
We squashed some bugs too!
- Say goodbye to font confusion - the fonts for paragraph and paragraph with formatting fields are now happily matched.
- Rich text formatting is back in business - you can use it throughout the testing module without any issues.
- We took care of some pesky bugs in sequential approvals - everything is running smoothly now.
Want more? Got suggestions for us? Check out our open roadmap, or submit an idea!