Navigating SpotDraft

Last updated: March 30, 2026

NewTemplate Contracts: Quickly create a standard contract form by filling out a questionnaire.

Note: To create contracts using templates, you need Creator access for the contract types associated with the template workflows. If you don't see template options:

For Admins or users with Access Control permissions:

  1. Hover over Settings in the left navigation pane

  2. Select Access Control

  3. Select Contract Types from the tab menu

  4. Grant Creator access to yourself, the user, or their team for the desired contract types

For other users: Contact your SpotDraft Admin to grant you (or your team) Creator access for the required contract types.

Campaign Contracts: Send out similar contracts (e.g., employment agreements) in bulk, with personalized data for each recipient.

Express Contract: Send out pre-filled and pre-signed contracts as a link. The document is automatically generated on SpotDraft each time a recipient fills in their information. Note: Initiating an Express Contract only requires Creators access to the relevant contract type. Setting up Express Contract templates is done in Manage > Workflow Manager and requires the “Manage Contract Types and Workflows” permission.

Upload third-party contract: Upload a contract for internal reviews, negotiations, and eSignatures.

Send for signature: Upload an already negotiated contract for eSigning.

Import executed contracts: Upload your executed historical contracts to maintain a single, centralized record of all your contracts.RepositoryView all the default views such as All, Ongoing, Deleted, etc.View all your custom saved views

Workflow Configuration:

  1. Workflow Manager: Design and customize workflows to streamline your contracting process for template or third-party contracts. This is where you upload and manage your contract templates—there is no separate "Templates" section in the navigation.

  2. Campaign Manager: Manage your bulk contracting campaigns. Create, trigger, edit, and monitor all your campaigns from this central location.

  3. Clickthrough Manager: Create or update existing Clickthroughs.

  4. Contract Types: Create or manage existing contract types, which are used to categorize and track your contracts.

Contract Attributes:

  1. Counterparties: Add or edit information about your counterparties (the people or organizations you're working with).

  2. Contract Metadata: Define metadata fields that provide a quick overview of your contracts (e.g., deal amount, expiry date).

  3. Clause Library: Store and reuse standard contract clauses, including fallback language.

  4. Stamp Inventory: Manage eStamps (if applicable) for contracts governed by Indian law.

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