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Contracts via SpotDraft

Create, Track, and eSign contracts faster within Salesforce.

Overview

Sales teams across the globe use SpotDraft for an efficient and error-free contracting process. Automate contract creation and approvals to close proposals 2x faster within Salesforce.

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  • Create contracts directly from Salesforce. Create and manage your contracts and proposals in one place. You can create all-new contracts or upload your customer’s versions for review and signatures.

  • Reverse sync between SpotDraft and Salesforce. Our integration gives you visibility into all current and legacy contracts associated with an opportunity, with real-time status updates and a live link to the contracts on SpotDraft.

  • Request approvals and signatures from Salesforce Easily send contracts for review or signatures to the right stakeholders when you create or upload a contract. The recipients get notified via email and can hop onto the contract immediately.

- Automate contracting from creation to eSigning for faster deal closers with SpotDraft. - Pre-defined approvals and customizable templates ensure that every contract created matches your organization’s standards. - Create error-free contracts within minutes by auto-populating deal particulars in the draft. - Customer contracts are just as easy to upload and take to the next level, enabling Sales teams to maximize efficiency and revenue.

Categories

Business Needs
Contract Management
Quotes & Orders
Document Management
Industries
Horizontal Product
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package