💡 In this article: You will learn about the features and offerings of SpotDraft’s Salesforce integration.

📖 Understanding the Salesforce Integration

Learn how SpotDraft’s Salesforce integration helps you create contracts in minutes and close deals faster - within Salesforce

🚀 Accelerating Deal Closure with SpotDraft's Salesforce Integration

Revolutionizing Contractual Processes with Advanced, Customizable Integration

In the dynamic field of deal management, organizations employing Salesforce frequently encounter a fragmented contracting process, with Sales and Legal teams often functioning independently. SpotDraft’s integration, prominently featured on the Salesforce AppExchange, bridges this gap with a comprehensive and efficient solution.

Empowering Teams with Holistic Contract Operations

This robust integration is expertly crafted to enable Sales teams to proficiently create, manage, and finalize contracts directly within Salesforce, aligning with your organizational standards for streamlined operations.

Key Features of SpotDraft's Salesforce Integration:

Contract Creation and Management on Salesforce: This feature revolutionizes the contract creation and management process, aligning Sales and Legal teams for a cohesive workflow.
Efficient Review and Signature Process: Our integration simplifies the process of sending contracts for reviews and signatures, significantly reducing the time to contract closure.
Organized Contract History: Maintain a comprehensive and easily accessible contract history within Salesforce, enhancing traceability and operational oversight.

Advanced Integration for Tailored Contract Management

Beyond these foundational features, SpotDraft offers four additional standalone advanced integrations, each configurable to your specific needs:

Sync Details to Custom SpotDraft Objects on Salesforce: Enhance contract management with synchronized data between SpotDraft and Salesforce, enabling the use of contract and signing data in Salesforce for automation, reporting, and dashboard insights.
Sync Key Pointer Details to Salesforce Fields: Sync crucial contract points from SpotDraft to Salesforce, ensuring easy access and visibility of key contract details directly within the Salesforce environment for enhanced operational efficiency.
Salesforce Record To Key Pointers Sync: Maintain accurate and current contract data in SpotDraft, reflecting the latest Salesforce updates for enhanced data integrity.
Seamlessly Convert Salesforce Opportunities into Contracts: Empower your legal teams to efficiently create contracts directly from Salesforce Opportunities within SpotDraft, streamlining the contract initiation process and accelerating deal closure.

These advanced features, coupled with two key workflows – 'Creating Contracts from Templates' and 'Uploading Contracts for Internal Review' – offer an unparalleled level of customization and efficiency in managing your contractual needs.

Efficient Discovery with Our Quick Assessment Tool

To ascertain if our standard integration aligns with your specific requirements, we encourage using our Quick Assessment Tool. This dynamic and user-friendly form will guide you through tailored questions, enabling a swift and accurate evaluation of the integration’s compatibility with your needs.

👉🏻 Begin Your Assessment: Use this link to start the quick evaluation process. It represents the most direct and efficient method to determine the suitability of our integration for your operations.

After completing the assessment, delve deeper into our guide for an expansive understanding of how SpotDraft's Salesforce integration, with its varied workflows and advanced features, can transform your contract management processes.

🏎 Optimising Contract Creation with SpotDraft's Salesforce Integration: Object Compatibility and Data Integration

Compatibility with Salesforce Objects for Contract Creation

SpotDraft's Lightning Web Component (LWC) app is ingeniously designed to support the most common starting points for contract creation within Salesforce. Our integration is compatible with the following Salesforce objects, streamlining your contract creation process:

Opportunity: Utilize deal values from the Opportunity object for seamless contract creation.

Account: Leverage account-specific details to enhance contract relevance.

Contract: Draw upon existing contract data to expedite new contract generation.

When a contract is created in Salesforce, pertinent deal values from the selected object are automatically incorporated based on pre-established mapping, ensuring accuracy and efficiency.

⚠️ Important Note: If your organization utilizes a Salesforce object other than those listed above as the starting point for contract creation, SpotDraft’s Salesforce integration may not be compatible.

⚙️ Integrating data from related Salesforce objects

The integration is meticulously designed to support data extraction from direct fields or immediate child objects only. This focused approach ensures a streamlined and efficient data integration process.

Supported Fields from Each Object Include:

Opportunity Object:

Details from the associated Account object.
Specific Opportunity fields (e.g., StageName, Notice_Day__c, Effective_Date__c).
Associated lookup fields linking to other objects (applicable when SpotDraft's component is on the Opportunity object).
Details from Quote Lines of the primary Quote and Opportunity Products (used in Order Forms).

Account Object:

Account-specific fields (e.g., Name, Type__c).
Associated lookup fields linking to other objects (applicable when SpotDraft's component is on the Account object).

Contract Object:

Contract fields (e.g., Account.Name, Account.Type__c).
Associated lookup fields linking to other objects (applicable when SpotDraft's component is on the Contract object).

💡 For Successful Integration: It is crucial that your Salesforce setup aligns with the structure mentioned above to ensure a successful integration with SpotDraft.

👉🏻 Tailored Solutions Available: For any additional or specific requirements, we invite you to discuss with our team for a custom integration solution, tailored to your unique needs.

📁 Comprehensive Integration Features of SpotDraft's Salesforce Integration

App-Level Features for Enhanced Contract Management

SpotDraft's integration with Salesforce includes several app-level features designed to streamline and optimize your contract management process.

1. Conditional Contract Creation: Align SpotDraft with your organization's Standard Operating Procedures (SOPs) by setting conditions for enabling the 'New Contract' button in Salesforce. For instance, the button can be programmed to activate only when an Opportunity reaches the Negotiation stage, ensuring compliance with your internal protocols.

2. Contract Overview on Salesforce: Gain a comprehensive view of contracts associated with a Salesforce object. This feature displays vital contract information, such as the contract title, status, signatories, etc., directly within Salesforce, providing a quick and informative snapshot.

3. Prevention of Contract Duplication: This functionality restricts users from creating a new contract if a similar contract is already in signing stage. This measure is critical to prevent duplications and maintain contract integrity.

Contract-Level Features for In-Depth Contract Interaction

SpotDraft's integration also offers a suite of contract-level features, allowing for deeper engagement with each contract directly from Salesforce.

Open In SpotDraft: Access the full suite of SpotDraft’s features by opening contracts directly in the SpotDraft platform.
Upload New Version: Easily upload new versions of contracts received via email, ensuring that the latest document is always at hand.
Continue Editing: If a contract creation process was interrupted, this feature allows you to resume editing from where you left off, enhancing efficiency.
Preview and Download: Preview the latest version of the contract directly in Salesforce and download it as needed.
Void Contract: This feature enables the voiding of a contract directly from Salesforce, streamlining the contract management process.
Refresh Data: Update SpotDraft contracts with the latest information from Salesforce. This feature is particularly useful while the contract is still in the template stage, ensuring data accuracy and relevancy.

🔗 Understanding Supported Workflows in SpotDraft's Salesforce Integration

📝 Create contracts from template workflow

SpotDraft's integration with Salesforce significantly simplifies the contract creation process with its template contract workflow. This workflow is designed to reduce manual effort and mitigate the risk of errors.

Auto-Fill from Salesforce: Essential details such as counterparty information and contract specifics are automatically filled into the document, utilizing the mapped values from Salesforce. This feature ensures accuracy and consistency in your contract drafts.

Customizable Template Access: Enhance efficiency and reduce confusion by selecting specific contract templates to be made available to users. This can be achieved either by listing available templates or by setting conditions that unlock certain templates when met.

Here’s how you create a template contract on Salesforce:

1. Go to the SpotDraft widget on the linked Salesforce object.

2. Click on + New Contract button.

3. Select the Create Contract from Template workflow.

4. Select the relevant template from the available list.

5. Verify the contract and counterparty details pulled in from Salesforce and take the next steps.

Contract Actions:

Create Contract Draft: Generate a draft document on SpotDraft, with the option to edit on either Salesforce or SpotDraft.
Share Contract: Send contracts for counterparty review. If applicable, the counterparty can fill in their information via a provided link.
Request Internal Review: Assign the document to a team member for internal review.
Send for Signatures: Once finalized, use this option to send the contract for signatures via email.

Other Features:

Template Filtering: Make templates available based on specific conditions, like making an NDA available at the 'Value Proposition' stage, and an MSA at the 'Closed' stage.
Duplicate Restriction: Prevent the creation of duplicate contracts if one of the same type is in signing stage.
Configure Contract Actions: Tailor the visibility and order of actions (Save draft, Send to counterparty, Send for review, Send for signatures) based on your internal processes.

🌐 Upload Contracts for Internal Review Workflow

Use this workflow to upload contracts directly from Salesforce to SpotDraft for internal review. It's ideal in two scenarios:

Uploading customer or third-party contracts.
Uploading your organization's contract that was edited outside of SpotDraft.

1. Click on the + New Contract button on the SpotDraft widget.

2. Select the Third Party Contract workflow.

3. Upload the contract from your device, add additional contract details, and click on Upload.

You can send the contract for an internal review, right from Salesforce.

💡 For uploading edited versions of existing contracts created on Salesforce, use the upload a new version option instead of treating it as a new contract.

🛠️ Advanced Integration Options for SpotDraft's Salesforce Integration

🔄 Sync Details to Custom SpotDraft Objects on Salesforce

This advanced feature, 'Sync Details to Custom SpotDraft Objects on Salesforce,' is meticulously designed to facilitate a seamless flow of essential contractual data between SpotDraft and Salesforce. By integrating key milestones and signatory statuses within Salesforce's custom objects, teams gain the advantage of real-time access to contract data across both platforms. This integration significantly enhances visibility and control throughout the contract lifecycle, promoting a comprehensive and integrated contract management experience.

Visualize contract data through Salesforce reporting tools, like a donut chart displaying total contracts grouped by status, unlocking powerful insights for strategic decision-making.

🔄 Sync Key Pointer Details to Salesforce Fields

Elevate the capabilities of your CRM with the 'Sync Key Pointer Details to Salesforce Fields' feature. This robust integration seamlessly syncs both standard and custom Key Pointer sections from SpotDraft into Salesforce. Tailor your Salesforce records with detailed contract insights, offering a complete view of the contractual aspects of your business operations. This flexibility in creating and synchronizing custom Key Pointer sections transforms your Salesforce platform into an informative and dynamic hub, proficiently tracking customer interactions and reflecting the nuances of your contract data.

🔄 Salesforce Record To Key Pointers Sync

The 'Salesforce Record To Key Pointers Sync' integration leverages the essential 'Lifecycle' and 'General' Key Pointer sections in SpotDraft. It ensures these sections are consistently updated with the latest Salesforce modifications. By focusing on these key areas, the integration upholds the precision and reliability of your primary contract data. It facilitates an uninterrupted transfer of vital information from your CRM to SpotDraft, fortifying the core aspects fundamental to effective contract management and oversight.

⛓️ Create From Salesforce

The 'Create From Salesforce' feature empowers SpotDraft users to initiate and generate template contracts directly by integrating Salesforce Opportunities into SpotDraft. This powerful functionality streamlines the contract creation process, allowing users to utilize Salesforce data seamlessly. It eliminates the need to alternate between platforms, thereby enhancing efficiency and user experience in contract generation.

💬 FAQs

I need to include specific product details from Salesforce in my contracts. Can SpotDraft handle this?

Certainly! Utilize our integration to seamlessly pull detailed product information from Salesforce Opportunity Product Line Items into your SpotDraft contracts, ensuring your contracts are comprehensive and tailored to each deal.
Is there a way to incorporate Salesforce Quotes directly into our contracts in SpotDraft?

Absolutely. With SpotDraft's integration, you can configure to include data from Salesforce Quotes and Quote Lines in your contracts, offering a complete and detailed contract creation experience.
We use Salesforce Lookup fields extensively. Can these be integrated into our contracts on SpotDraft?

Yes, our integration allows for the mapping of Salesforce Lookup fields, ensuring that related data is accurately reflected in your SpotDraft contracts, enhancing their relevance and detail.
How can I track the review and execution status of our contracts without leaving Salesforce?

With our core integration, you can effortlessly monitor the contract's review and execution status within Salesforce, providing a streamlined overview and effective tracking throughout the contract lifecycle.
I want to use contract data from SpotDraft for Salesforce reporting and dashboards. Is this possible?

Indeed, by syncing key contract details from SpotDraft to Salesforce custom objects, you can leverage this data for advanced Salesforce reporting, creating insightful dashboards and automation.
Can I easily access key contract points within Salesforce for operational efficiency?

Yes, our Key Pointer details sync ensures crucial contract points from SpotDraft are readily accessible in Salesforce, streamlining your operational processes with vital contract information at your fingertips.
How can I ensure our contract data in SpotDraft reflects the latest updates from Salesforce?

The Salesforce Record To Key Pointers Sync keeps SpotDraft’s Key Pointers updated with Salesforce changes, maintaining the accuracy and timeliness of your contract data.
Is there a quick way to create contracts in SpotDraft using Salesforce Opportunities?

Our 'Create From Salesforce' feature allows you to initiate contracts in SpotDraft directly from Salesforce Opportunities, simplifying the process and accelerating your contract creation workflow.
I have custom fields in Salesforce. Can SpotDraft sync with these?

Yes, while our core integration includes standard fields, our advanced options allow for syncing with custom Salesforce fields, catering to your specific needs.
Can we automate contract creation based on stages in Salesforce Opportunities?

Definitely. Our integration not only supports automated contract creation from Salesforce Opportunities but also offers advanced features for finer control over this automation.
Will updates in SpotDraft contracts reflect in Salesforce?

Yes, our advanced integration features include capabilities for sending contract updates from SpotDraft back to Salesforce, ensuring your records are consistently up-to-date.
How will SpotDraft's integration improve our contract management within Salesforce?

SpotDraft's integration elevates your contract management by enabling contract initiation, data-rich contract creation, and status tracking within Salesforce, with advanced features further boosting data synchronisation and custom field management.

🏁 Conclusion

Elevate Your Contract Management with SpotDraft and Salesforce

In summary, SpotDraft's Salesforce integration is a game-changer for contract management. It streamlines processes, bridges gaps between teams, and accelerates deal closures, all within the familiar interface of Salesforce.

Efficiency and Precision: Seamlessly create, manage, and track contracts, reducing time and effort while increasing accuracy.

Advanced Customization: Tailor your CRM with our advanced features for enhanced data synchronization, enabling powerful reporting and smart decision-making.

Accelerated Deal Closure: Leverage the ability to quickly generate contracts from Salesforce Opportunities, dramatically speeding up your sales cycle.

Embrace the future of contract management with SpotDraft and Salesforce, where innovative technology meets practical efficiency. Get in touch to discover how this integration can revolutionize your contract management experience.

SpotDraft and Salesforce: Your partnership for advanced contract management.

📚 Additional Resources

Quick Assessment Tool: Find out with a few simple clicks if SpotDraft’s Salesforce Integration aligns with your specific requirements.
SpotDraft Integration on Salesforce AppExchange: Visit the SpotDraft integration page on the Salesforce AppExchange for additional details and user reviews.
SpotDraft-Salesforce Integration Guide: Begin your integration journey with our foundational guide, essential before advancing to more complex features. It outlines key steps and fundamental functionalities for integrating SpotDraft with Salesforce, including contract initiation, automated data pre-population, and real-time tracking within Salesforce. This guide is a prerequisite, providing the necessary groundwork for understanding and implementing the advanced integration features detailed in this guide.
Salesforce Advanced Integration Guide: Dive deeper into the enhanced features of the SpotDraft-Salesforce integration. This guide covers advanced functionalities like Sync to Salesforce for seamless data transfer, Key Pointers Sync for crucial contract data, and the ability to create contracts in SpotDraft directly from Salesforce Opportunities. Ideal for maximizing the strategic value of the SpotDraft-Salesforce integration
Engaging Your Customer Success Manager for Maximum Value: Discover how to leverage your CSM's expertise to get the most out of your SpotDraft subscription.
Integration Guides for HubSpot and Zoho: Explore our guides for integrating SpotDraft with HubSpot and Zoho, providing insights into other CRM integrations available.