Feature Requests

Suggest a feature, or upvote an idea

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  1. Contract Envelopes -V0

    Currently, users looking to review or sign multiple contracts on SpotDraft face the challenge where each contract must be created, uploaded, reviewed, and signed separately. This increases the risk of losing track of which contracts need to be reviewed and signed together. With this update we kick start our evolution of bringing multiple contracts for storage, review, and signing into a single packet (or envelope). In the first version, users can keep track of all related contracts and their statuses in a single view by using tags and solve for the problem of visibility.

    Mangal Joe Edwin
    #Improvement 👍#Q1-2024#Manage

    0

  2. Zip Integration

    Zip is a spend and B2B purchase management tool. The integration between Zip and SpotDraft will streamline procurement and contract management by enabling two-way data sync. This integration is invaluable for procurement and legal teams at companies who require seamless management of procurement contracts. It eliminates the need for manual data transfer between procurement and CLM tools, reducing the risk of errors.

    Mangal Joe Edwin
    #Q1-2024#New Feature#Integrations 🔗

    0

  3. Seamless Editing of Template Documents

    We're making the DraftMate and Workflow Manager seamless to allow easy edits and syncing of template documents from MS Word, eliminating the need for tedious downloads and uploads. How It Works: Users will now have the ability open template documents directly in MS Word via DraftMate, make necessary changes, and instantly sync these edits back to the Workflow Manager with a simple click. This seamless connection saves time and removes the risk of uploading the wrong document version, ensuring that the workflow always uses the latest template.

    Mangal Joe Edwin
    #Improvement 👍#Q1-2024#Create

    0

  4. Client and counterparty details now in one place

    We're shifting client and counterparty details from 'Key Pointers' to 'Party Information' on your contract view page. This consolidates all key information, making it more accessible and improving the user experience.

    Apoorva H
    #Improvement 👍#Q1-2024#Manage

    0

  5. Slack App Improvements

    Slack improvements are being planned that will significantly improve the SpotDraft app experience on Slack.

    Yash Vardhan
    #Improvement 👍#Review

    0

  6. iPhone App

    SpotDraft app on the iPhone app marketplace.

    Rohith Salim

    0

  7. Create New workflow via Slack

    Allowing a user to create a new template contract directly from Slack

    Rohith Salim
    #Create

    0

  8. Auto-place Signing fields

    We're automating the manual placement of signature fields every time a contract needs to be prepared for signing, in order to make SpotDraft's signature flow more intelligent and user-friendly . We're using machine learning to intelligently identify signature blocks and place signing fields on your contract, without any manual intervention.

    Rohith Salim
    #Improvement 👍#Sign

    0

  9. Darwinbox Integration

    Darwinbox is a new-age HRMS suite that is used by enterprises across the globe. When an employee is being onboarded onto a company, there are numerous agreements that he/she would need to sign (Employment Agreement, Offer Letter etc.). With the SpotDraft <> Darwinbox integration, the necessary contracts can be generated and sent out for signatures via SpotDraft based on certain actions that happen on Darwinbox. Once the contracts are executed, they come back to Darwinbox as an attachment against that particular record.

    Rohith Salim
    #Integrations 🔗

    0

  10. Envelopes

    The ability to consolidate all communication with the counterparty across contracts.

    Rohith Salim
    #New Feature#Manage#Create

    0

  11. Customizable fields on reports

    What is this feature? This feature will allow users to choose what additional information they want to add to their reports in addition to the contract key pointers such as Business User, Legal User, Creation Date, Last Updated Date, etc. Why is it important? Different teams and organizations have different sets of information they would want to see in their reports. With this feature, we want to give the user the flexibility and reduce the need to approach the CSM team to get this done.

    Romit Raj
    #Manage

    0

  12. Create Contracts from Existing Contracts

    This feature will allow users to create child documents such as amendments/addendums from existing contracts - using pre-filled details.

    Romit Raj
    #New Feature#Create

    0

  13. Law Insider Integration

    Law Insider is a legal research site for contracts, clauses and defined terms. In house counsels across the world rely on Law Insider to help them review their contracts faster. The goal of the SpotDraft <> Law Insider integration is to allow in-house counsels to search through the Law Insider clauses directly via the SpotDraft clause library thereby speeding up the entire review and negotiation process.

    Mangal Joe Edwin
    #New Feature#Integrations 🔗

    0

  14. Auto Suggest Tasks

    Suggest tasks based on the different contracts. The idea is to make task and reminders more efficient.

    Mangal Joe Edwin
    #Improvement 👍#Manage

    0

  15. Send confirmation email to signer

    When a user clicks on the checkbox, can we also have the ability to send an email with the contract?

    Mangal Joe Edwin
    #Improvement 👍#Clickthrough#Sign

    0