Managing Party Information Questions in SpotDraft Workflows

Last updated: January 30, 2026

This article will walk you through how to control the questions asked about the parties involved in a SpotDraft workflow. As a legal/admin user, you can set these questions to gather the right information and streamline the contract creation process.

Step 1: Navigate to your Workflow

  • Log into SpotDraft and find the workflow you want to manage. You can use the search bar at the top of the screen to find it.

Step 2: Edit the Workflow Settings

  • Click on the Set Up Document & Questionnaire section within the workflow.

  • You will see a few options; click on Set Up Questionnaire

Step 3: Manage the Questions

  • Choose the party: SpotDraft allows you to manage questions for "Your Company" and "Counterparties." Click on the party you want to adjust.

  • Review the questions: You'll see a list of pre-defined questions that will be asked in the workflow.

  • Make adjustments: For each question you can configure the followin:

    • Question Title: This is the text displayed to the user.

    • Required?: You can set whether the question is required for the workflow to continue or if it's optional.

    • Shown to counterparty?: This option allows you to decide whether the answer to a question is shown to the other party in the contract.

counterparty questionnaire.png

Important Tips:

  • Clear and Concise Questions: Ensure that the questions are clear and easy for users to understand.

  • Necessary Information: Only include questions that are essential for creating the contract correctly.

  • Data Privacy: Consider data privacy regulations and only ask for information that is relevant and necessary.

Key Terms:

  • Workflow: A set of automated steps for creating a contract.

  • Party: The individuals or entities involved in a contract.

  • Questionnaire: A series of questions used to gather information for the contract.