💡 In this article: You'll discover a comprehensive guide to installing and configuring the Salesforce Integration with SpotDraft, facilitating seamless collaboration between sales and legal teams within your organization.

🛠️ Installing the Salesforce Integration

Seamlessly Unite Sales and Legal Workflows for Optimal Business Operations with this Step-by-step installation guide.

👋 Introduction

Integrating SpotDraft with Salesforce streamlines contract management by enabling you to initiate, track, and close contracts directly within Salesforce. This powerful integration eliminates manual copying of data between systems and reduces errors.

With SpotDraft's contract automation capabilities embedded in Salesforce, you can create contracts from templates or upload third-party contracts without leaving Salesforce. The integration allows you to:

1. Initiate Contracts: Initiate NDAs, MSAs, CPQs, and other contract templates from within Salesforce opportunities, accounts, or contacts.
2. Upload for Review: Upload third-party contracts for review and redlining directly through Salesforce.
3. Automated Data Pre-population: Automatically fill contract templates with relevant data from Salesforce, enhancing accuracy and saving time.
4. Real-time Status and Details: View up-to-date contract status and detailed information seamlessly within the Salesforce interface.
5. Accelerated Contract Completion: Reduce the sales cycle significantly by speeding up the overall contract process.

In addition to these core features, SpotDraft offers extended Salesforce-specific capabilities like syncing contract data fields between the platforms.

This guide focuses on setting up the core SpotDraft-Salesforce integration. For details on the additional features, see our Salesforce Advanced Integration guide.

Integrating SpotDraft into your Salesforce instance delivers immense value through optimized workflows, reduced manual work, and enhanced visibility into the contract process. This guide will walk you through implementing the integration to maximize these benefits.

💡Tip: To delve deeper into the integration's benefits and how to fully utilize it, refer to the Understanding the Salesforce Integration guide.

📝 Prerequisites

Guidance for Business Users and Salesforce Administrators: This section ensures you have all the prerequisites in place for a smooth integration journey.

Checklist for installing the core Salesforce Integration:

• Salesforce Account: Ensure you have a Salesforce Org
• Salesforce System Administrator Role: The individual with System Administrator access in Salesforce must also have a SpotDraft account, as they will set up the integration. The email address for both accounts should be identical. (If the Salesforce System Admin needs a SpotDraft account, please follow this guide to create one).
• Ensure Standard Salesforce Configuration: Confirm that your Salesforce is typically set up such that Opportunities are associated with both Accounts and a primary contact is associated with an opportunity.
• Verify Salesforce Activation in SpotDraft: To ensure Salesforce integration is enabled, log into your SpotDraft account and go to Settings → Integrations → CRM. Check if the Salesforce card is present, indicating the integration is active.
• Self-Serve Templates: Confirm that your desired templates are self-serve:
  1. Go to Manage → Workflow Manager.
  2. Click the desired Workflow Title.
  3. Click on Setup Document & Questionnaire.

If you can see this section the templates are self-serve.

•  Mapping Sheet: A mapping sheet is essential for automating the flow of data between Salesforce and SpotDraft when setting up the Create from template workflow.

Note: This is not required to upload Third Party Contracts in Salesforce and send them to SpotDraft.

•  Select Contract Templates: Determine which SpotDraft contract template requires integration with Salesforce (e.g., CPQ, NDA).
•  Request Mapping Sheet: For the selected template, ask your SpotDraft representative for a corresponding mapping sheet.
•  Map Salesforce Fields: On the provided mapping sheet, enter the matching Salesforce fields next to the SpotDraft fields. Create custom Salesforce fields if necessary.
•  Review with SpotDraft: Collaborate with your SpotDraft representative to confirm the accuracy of the mapping sheets.
•  Keep Mapping Sheets Accessible: Retain the completed mapping sheets for reference during the integration setup.

💡 Note: Repeat this process for each SpotDraft contract template you plan to integrate with Salesforce. This ensures that each template's unique data needs are met and properly mapped for seamless integration.

Example completed mapping sheet:

⚙️ Installation & Configuration

Insights for System Administrators: While this section is detailed for the technical setup, we encourage business users to engage in the process for insights into how their systems and processes integrate.

⚒️ Installing the SpotDraft app on your Salesforce account.

1. Installing the SpotDraft App

1.1 - Login to Salesforce with Admin permissions and navigate to SpotDraft’s App listing in Salesforce’s AppExchange.

1.2 - If required, log in to the AppExchange with the same account details as your Salesforce account.

💡 Note. You may be required to Sign Up as the AppExchange and Salesforce have separate signups.

1.3 - Click on Get It Now.

1.4 - Click on Install for All Users.

1.5 - Click on Install.

1.6 - Click on `Done` on the Installation Complete screen.

2. Managing the SpotDraft App

2.1 - Navigate to the App Manager

• Click on Setup by clicking the gear icon in the top menu
• In the Quick Find box at the top of the left-side menu, enter App Manager
• Click on App Manager.

2.2 - Locate the row with App Name Contracts via SpotDraft.

• Click on the down arrow.
• Click on Manage.

2.3 - Adjust the Permitted Users:

• Click Edit Policies
• Locate the field Permitted Users and change the dropdown value to Admin-approved users are pre-authorized.
• Click on OK on the pop-up message.
• Click on Save.

2.4 - Set the Salesforce profiles that should be able to create contracts:

• Click on Manage Profiles
  
• Select the relevant Profiles ensuring to include the System Administrator.
• Click on Save

💡 Note. The Business User may be a useful person to confirm which of your Salesforce profiles should be able to use the SpotDraft app to create contracts.

✋ Placing the SpotDraft App on your Salesforce objects.

The SpotDraft can be placed on any of the following Salesforce objects:

• Opportunity
• Account
• Contract

We’ll use Opportunity as this is most common for our customers.

1. Open any Opportunity.
2. Open Setup by clicking the gear icon on the top menu.
3. Select Edit Page.
4. In the left side menu, type SpotDraft.
   
5. Drag the SpotDraft component and drop it where you’d like it to be placed.
6. Click on Save.
7. Navigate back to the Opportunity, and you’ll see the SpotDraft app.
   
8. If required repeat the steps to place the SpotDraft App on the Account and/or Contract objects.

💡 Note. Before the SpotDraft App can be used we need to complete the Setup within SpotDraft.

🎉 Congratulations. You have completed the Installation steps on Salesforce. The subsequent configuration will be completed on SpotDraft.

⚙️ Configuring the Salesforce integration on your SpotDraft workspace

This configuration will enable you to start the contract review and execution process for Third Party Contracts directly from Salesforce. Once this is configured, you’ll be able to use SpotDraft’s Upload for review workflow directly from Salesforce.

💡 Note. It will also lay the foundation for your Contract templates in SpotDraft to be used in Salesforce. However the subsequent ‘Configuring the Salesforce integration for individual workflows’ section will need to be completed to use this feature.

1 - Log in to SpotDraft, navigate to Settings → Integrations → CRM, open the Salesforce card select Setup from the top menu, then click on the Connect button on the Generic Settings option to open the setup wizard.

Follow the Setup wizard to:

1.1 Authenticate your Salesforce account.

1.1.1 - Click on New authentication.

1.1.2 - Set the authentication name then click on the Create button.

💡 Note. You can change the Instance to ‘Sandbox’ if you use a sandbox environment and prefer to create the integration on Sandbox before Production.

1.1.3 - Click on Allow to enable SpotDraft to integrate with Salesforce

Note: Tray.io is used by SpotDraft for this integration. The authentication scopes can be reduced based on the use case of the integration.

💡 Note. A ‘success message’ will appear on SpotDraft confirming authentication between SpotDraft & Salesforce is complete

1.1.4 - Click on Next.

2. Configure New Contract Button

This wizard page allows you to enforce business rules when the New Contract button is enabled within Salesforce Opportunities. By defining conditions based on specific Opportunity field values, you can align the contract creation process with your sales stages or other business logic.

1.2.1 - Click on Next if you wish the New Contract button to be always available or plan to set specific conditions later.

1.2.2 - To set a condition, input the API name of the Salesforce field in the Field Name box that determines when the New Contract button should be enabled.

1.2.3 - If you are referencing a lookup field, check the Is it a lookup field? box.

1.2.4 - In the Allowed Values field, input the value(s) that will trigger the button to become available. Separate multiple values with commas.

Note:

• For conditions requiring complex logic, utilize a formula field on the Opportunity that evaluates to 'true' when conditions are met. Reference this formula field by entering its API name in the 'Field Name' and setting 'Allowed Values' to 'true'.
• The 'Allowed Values' field typically accepts 'true' for formula fields that result from complex logic, enabling the 'New Contract' button when the criteria are fulfilled.

3. Configure available workflows.

This wizard page allows you to manage which SpotDraft contract creation workflows are accessible within Salesforce. It simplifies the process of starting contracts directly from a Salesforce object by providing two default, ready-to-use workflows.

3.1 - Decide if you want both the Create from Template & Upload for review workflows to be available in Salesforce at this moment.

💡 Note. For the Create from Template workflow, you’ll need to already have the Template Contract created in SpotDraft and the mapping sheet completed for its questions and then complete the subsequent ‘Configuring the Salesforce integration for individual workflows section.

3.2 - If you want to hide either of these workflows, change the visibility to Hide.

3.3 - Click on Next.

Note. ‘Create from template’ = ‘Create Contract from Template’ ‘Upload for review’ = Third Party Contract’ Where this configuration applies in Salesforce:

4. Filter Contract Templates

This wizard page sets some groundwork if you plan to use the Create Contract from Template workflow.

The contract creation process in Salesforce can be simplified to only show the relevant Contract Template when needed. For instance, you might want only NDA templates to show up when the opportunity type is 'New Customer’, creating a streamlined and focused workflow.

Quick Path:

4.1 - Click on Next if any of the following are true:

• You hid the Create from Template workflow on the previous screen.
• You wish to have all SpotDraft contract templates available for all Salesforce opportunities.
• You plan to configure this at a later date.

Detailed Configuration:

If you need to set conditions for when contract templates are visible:

1 - In Salesforce, go to Setup > Object Manager and select Opportunity.

2 - Click on Fields & Relationships to see a list of fields.

3 - Locate the field you want to use as a filter and note the Field Name. For example, the field name for 'Opportunity Type is ‘Type’.

4 - Back in SpotDraft, enter this Field Name in the corresponding input box.

5 - If the field is a lookup field, as indicated by its type in Salesforce make sure to check the 'Is it a lookup field?' box in SpotDraft.

6 - Assign the Allowed Values that must be met for the template to be visible. For instance, if 'Opportunity Type’ is the field, you might set the value to a specific Type .e.g ‘New Customer’.

Note:

• Always ensure the Field Name is entered exactly as it appears in Salesforce, including the correct case and any underscores.
• The 'Field Label' is different from the Field Name. For example, 'Opportunity Owner' is the label, while 'Owner' is the field name in Salesforce.
• To identify if the field is a lookup, check its Data Type in Salesforce. For example, the field ‘Opportunity Owner’ has a Data Type of “Lookup(User)”.

For Contracts Created from a "Contract" Object:

1 - Map the Point of Contact to the primary contact related to the account within Salesforce. This may require selecting a 'Contact Level Field' that designates a contact as primary.

2 - If needed, specify the 'Contract Name API Field' by entering the API name of the field from the Contract object that should hold the contract name.

3 - Click on Next.

Note:

• Point of Contact is a required field for Opportunity or Account-based contract creation. For the 'Contract' object, the 'Contact Level Field' and 'Contract Name API Field' become necessary to define which contact is primary and how the contract is named in SpotDraft.
• The Contract Level Field is particularly important if there are multiple contacts associated with the Account in Salesforce, as it determines which contact is considered the primary POC for the contract.

6. Select snapshot fields

This wizard page is designed to enhance the contract creation experience within Salesforce by displaying key Salesforce fields directly on the contract creation screen, providing a quick reference for the salesperson.

General Guidance:

If you prefer not to set up quick reference fields now, or if you plan to configure them later, simply click 'Next' to proceed with the setup.

For Contracts Created from an Opportunity or an Account:

A - To add quick references, select the Salesforce fields you want to be visible in SpotDraft from the ‘Salesforce field dropdown’. Repeat for each field.

Note. The Opportunity Name is shown by default.

B - Assign a descriptive label to each field for clarity within SpotDraft.

C - Once the desired properties and labels are set, click Finish to save your configuration.

For Contracts Created from a "Contract" Object:

A - To add quick references, select the Salesforce Contract fields you want to be visible in SpotDraft from the ‘Lookup field dropdown’. Repeat for each field.

B - Assign a descriptive label to each field for clarity within SpotDraft.

C - Once the desired properties and labels are set, click Finish to save your configuration.

Where this configuration applies in Salesforce:

7. Other Configurations

This wizard page prevents creating a new contract of the same type for a specific record if a contract is already out for execution.

7.1 -  If you need to allow the creation of an identical contract type for the same record—even when the original is awaiting signature—select the ‘Allow Duplicates’ checkbox.

7.2 - Click Finish to apply this change and finalize the setup.

8. After finalizing the wizard by clicking on Finish, you will be directed back to the Salesforce Integration Setup page. A confirmation message stating 'Installed Successfully' will appear.

8.1 - To complete the process, simply Click the Connect button.

🎉 Congratulations. You can now Upload Third Party Contracts and submit them using the ‘Upload for review’ workflow all from Salesforce!

Note. To use the Create from template workflow, please continue to the ‘Configuring the Salesforce integration for individual workflows’ section of this guide.

⚙️ Configuring the Salesforce integration for individual workflows

💡 This configuration is required to enable the ‘Create from template’ workflow to be used from Salesforce.

Note. A prerequisite is that the ‘Generic Settings’ needs to have been configured as detailed in the ‘Configuring the Salesforce integration on your SpotDraft workspace’ section of this guide.

Bring your SpotDraft contract template workflows like NDA, MSA and CPQ into Salesforce, enabling salespeople to initiate them directly from Salesforce eliminating the need to copy data from Salesforce and paste it to SpotDraft, making it error-free and reducing the time to close deals!

Log into SpotDraft, navigate to Settings → Integrations → CRM, open the Salesforce card and select ‘Setup’ from the top menu, then click the ‘Add Integration’ button on the ‘Create Template Contracts from Salesforce’ option to open the setup wizard.

Follow the Setup wizard to:

1. Authenticate your Salesforce account.

1.1 - You can simply click Next on the Authenticate your Salesforce account as that was done when the Generic Settings were configured.

2. Set the Salesforce Object that the rest of the configuration will apply to

2.1 - Select the Salesforce object e.g. Opportunity.

2.2 - Click on Next.

3. Template configuration.

In this section, we’ll set the Contract Template that the rest of the configuration will apply to

3.1 - Select the Contract Template that relates to the mapping sheet completed in the prerequisites e.g. CPQ.

💡 Tip: If the mapping sheet was created some time ago, it’s a good idea to review it and ensure it’s still accurate.

3.2 - Set the allowed actions that the salesperson will have available to them in Salesforce when they are ready to start the Create from template workflow.

E.g. With the default Actions and Priority, in Salesforce this will look as follows:

3.3 - The Contract Template e.g. CPQ was preconfigured to capture the required data using the template Questionnaire feature within SpotDraft. Thus for automation, these questions need to be answered when actioning in Salesforce.

Note. By default, editing is allowed.

• To allow editing leave the Allow editing questionnaire? box ticked and click Next.
• To restrict editing, un-tick the Allow editing questionnaire? box and click Next

4. Custom Salesforce Object

The custom Salesforce object is used for a specific use case used by select customers. The next two screens can be skipped.

4.1 - Click ‘Next on the ‘Create a contract from a custom Salesforce object’ page.

4.2 - Click ‘Next’ on the ‘Custom object mapping’ page.

Note. If you’d like to understand more of this functionality, engage your CSM.

5. Use Product Object

This setting integrates product information from Salesforce into your SpotDraft Contract Template.

5.1 - Check your mapping sheet to confirm the presence of fields whose SpotDraft Type is 'Dynamic Table'.

5.2 - If there isn't a Dynamic Table, simply click Next as this configuration is not relevant to your contract template.

5.3 - If there is a Dynamic Table, confirm that the mapped Salesforce field’s object is Product and check the Use Product object box.

5.4 - If your Salesforce Product object API name is non-standard, update this field, otherwise leave it as the default  OpportunityLineItem.

5.5 - Click Next to apply the Product Object Mapping.

1. Product Object Mapping

This step is only relevant if you selected the 'Use Product Object' box in the previous setting to include Salesforce product details in your SpotDraft contract template.

6.1 - Click Next to skip this step if the ‘Use Product object’ was not selected on the previous page.

6.2 - With your mapping sheet at hand, locate fields whose SpotDraft Type is 'Dynamic Table' and whose mapped Salesforce field’s object is Product.

6.3 - Click Add Mapping such that the ‘SpotDraft Template Table => Columns’ (right column) has a mapping row for each of the fields identified in the previous step.

💡 Note. Some of the values in the ‘SpotDraft Template Table => Columns’ may appear to be the same with just different suffixes, if this is the case, only create a mapping row for the ones that have the suffix ‘ > Value’.

6.4 - Select the corresponding Salesforce field for each mapping row based on the mapping sheet.

6.5 - Update your mapping sheet so it’s clear which fields have been mapped.

6.6 - Click on Next

7. Use Quote and Quote Lines

This setting integrates Quote and Quote Line information from Salesforce into your SpotDraft Contract Template.

7.1 - Check your mapping sheet to confirm the presence of fields whose SpotDraft Type is 'Dynamic Table'.

7.2 - If there isn't a 'Dynamic Table', simply click on Next as this configuration is not relevant to your contract template.

7.3 - If there is a 'Dynamic Table', confirm that the mapped Salesforce field’s object is Quote or Quote Line and check the 'Map Quote and Quote Line fields' box.

7.4 - Check the API names for the relevant Salesforce Quote objects. Default names have been pre-filled, but ensure they match your Salesforce instance.

7.5 - Click Next to continue with the configuration and apply the mapping of the quote lines.

8. Map Quote Lines

This step is only relevant if you selected the 'Map Quote and Quote Line fields' box in the previous setting to include Salesforce quote details in your SpotDraft contract template.

8.1 - Click Next to skip this step if the ‘Map Quote and Quote Line fields’ option was not selected on the previous page.

8.2 - With your mapping sheet at hand, locate fields whose SpotDraft Type is 'Dynamic Table' and whose mapped Salesforce field’s object is Quote Line.

8.3 - Click Add Mapping such that the ‘SpotDraft Template Table => Columns’ (right column) has a mapping row for each of the fields identified in the previous step.

Note. Some of the values in the ‘SpotDraft Template Table => Columns’ may appear to be the same with just different suffixes, if this is the case, only create a mapping row for the ones that have the suffix ‘ > Value’.

8.4 - Select the corresponding Salesforce field for each mapping row based on the mapping sheet.

8.5 - Update your mapping sheet so it’s clear which fields have been mapped.

8.6 - Click Next.

9. Map Contract data - Basic

The step is to map all of the standard fields, so everything that isn’t a SpotDraft Dynamic Table nor a Salesforce Lookup field.

9.1 - With your mapping sheet at hand, Identify all the fields that have not been mapped yet i.e. those that don't have ‘Dynamic Table’ as their SpotDraft Type.

9.2 - Filter the fields further by excluding any whose Salesforce Data Type is ‘Lookup(....)’.

9.3 - For the remaining fields, click on Add a new mapping such that all ‘SpotDraft Fields’ (right column) have a mapping row.

Note. Some of the values in the ‘Contract field’ column **may appear to be the same with just different suffixes, if this is the case, only create a mapping row for the ones that have the suffix ‘ > Value’.

9.4 - Select the corresponding Salesforce fields for each mapping row based on the mapping sheet.

9.5 - Update your mapping sheet so it’s clear which fields have been mapped.

9.6 - Click Next.

10. Map Contract Data - Advanced

This is the final mapping step, where the remaining unmapped fields which should only be Salesforce Lookup fields are mapped.

Note. This only applies if this integration is based on the Opportunity object.

10.1 - Review your mapping sheet if all fields have been mapped, click Next to skip this step.

10.2 - For each lookup field, click Add a new mapping. Enter the concatenated 'Field Names' using dot notation in the mapping interface.

10.3 - Select the corresponding SpotDraft Contract field to be mapped.

10.4 - Click Next.

Note. Here is an example of how to enter the ‘Lookup field (left column) using the Salesforce field  ‘Opportunity Owner’.

Primary Object:

The ‘Data Type’ defines the secondary object i.e. User.

Secondary Object:

Ensuring to retain the type case, we concatenate the ‘Field Names’ of both objects i.e. OwnerId.Name and enter it into the Lookup Field (left Column).

11. Template Format Options.

Earlier in the wizard, the Allowed Actions were configured, the Action Send to counterparty can be further configured by determining the contract template formats, the salesperson can choose to send. By default, all formats are available to be chosen.

11.1 - If all contract formats should be available, no action is required.

11.2 - If some formats should not be available, change their Allowed value to ‘No’.

12. Map Duration Fields.

For any contract template questions that have the SpotDraft Data Type set to ‘Duration’ in the mapping sheet, we need to define the duration’s unit e.g. Days, Weeks, etc.

12.1 - Check your mapping sheet for the SpotDraft questions whose Type is ‘Duration’ (these were highlighted when the mapping sheet was created).

12.2 - If there are none, click Next

12.3 - If there are some, click Add a new mapping such that all ‘Duration’ field types have a mapping row.

12.4 - Set the duration unit for each mapping row.

12.5 - Click Next

13. Map Currency Fields

For any contract template questions that have the SpotDraft Data Type set to ‘Currency’ in the mapping sheet, we need to define which currency e.g. USD, GBP etc..

Note. The default currency is USD.

13.1 - If the currency is USD or if there are no currency type fields, simply click Next

13.2 - Check your mapping sheet for the SpotDraft questions whose Type is ‘Currency’ (these were highlighted when the mapping sheet was created).

13.3 - Click on Add a new mapping such that all ‘Currency’ field types have a mapping row.

13.4 - Set the Currency for each mapping row e.g. Pound Sterling.

13.5 - Click on Next

14. Name and describe the integration for easy identification and management.

💡 Tip: To make it simple to identify the different Contract Templates’ configurations, prefix the ‘Name’ with the name of the Contract template e.g. CPQ, NDA etc..

14.1 - Enter the Name.

14.2 - Enter the Description.

14.3 - Click Finish.

15. After finalizing the wizard by clicking on Finish, you will be directed back to the Salesforce Integration Setup page. A confirmation message stating 'Installed Successfully' will appear.

15.1 - To complete the process, simply click the Connect button.

🎉 Congratulations. You can now Create Contracts from Templates, automatically pulling in Salesforce data and submitting them using the ‘Create from template’ workflow, all from Salesforce!

Note: To set up a Contract template for a different contract type, follow the same process again.

✅ Verification 

Verify the ‘Upload for review’ Workflow:

1 - Set up a test opportunity in Salesforce, open the opportunity and locate the SpotDraft App. It should be where you placed it during the Configuration e.g. in the right side menu.

2 - Click on New Contract.

Note: If you configured the New Contract Button to only be available based on conditions e.g.

OpportunityStage is Contracting, ensure the New Contract Button is only enabled when you expect it to be.

3 - The SpotDraft App for Salesforce will open, select Third Party Contract.

4 - Review the Opportunity Details section, and ensure they show the snapshot fields that were configured.

5 - Click Select File and attach a test Third Party Contract.

6 - Check the correct Contract was attached and add any other files (5 max) then click Next.

7 - Select the correct Contract Type, which will:

• Automatically set the ‘Organization Entity’.
• Apply a green tick next to the file name.

8 - Click Upload

9 - Click Go Back To The Opportunity on the ‘Contract(s) have been uploaded’ success message.

10 - Back on the Opportunity, check that the SpotDraft App now contains information from SpotDraft.

Note. This data is dynamic, as the Contract moves along the review and execution process, the ‘Status’ will update in Salesforce.

11 - Click the Contract Title to open the Contract document

12 - Click the more options menu → Click the Open in SpotDraft to navigate to the Contract record in SpotDraft.
13 - Manage the Contract as usual in SpotDraft.

🎉 Congratulations. The Integration to enable the ‘Upload for review’ workflow has been successfully verified. You can now use it to initiate the contract creation, review and execution process for Third Party Contracts.

Verify the ‘Create from template’ Workflow:

1 - Set up a test opportunity in Salesforce, open the opportunity and locate the SpotDraft App. It should be where you placed it during the Configuration e.g. in the right side menu. Click New Contract.

2 - The SpotDraft App for Salesforce will open, select Create Contract from Template.

3 - Select the template that applies e.g. CPQ.

Note. If you configured the available Templates to only be available based on conditions e.g.

Contract Template ‘NDA’ should only be available when the OpportunityStage is Discovery, ensure the expected templates are available based on the configuration set.

4 - Click on Next once you have selected the Authorized Signatory and added/amended other details such as the Point of Contact.

Note. It’s a good idea to add the Point of Contact Address

5 - Review the Contract Information fields. The fields show the Contract Template’s questions, with the values from Salesforce. Use the mapping document used when configuring the Integration to ensure the mapping is correct.

6 - Click on Preview Contract

7 - Check the correct Salesforce data has populated the correct parts of the contract.

Note. The contract can be downloaded if you prefer to review it in MS Word or PDF format.

8 - Click ‘Close’ to return to the ‘Contract Information’ page.

9 - Review the Actions, and ensure they are as configured for the Template’s Integration.

10 - Select each of the Actions to familiarize yourself with their functions.

10.1 Click on Request Review, then ‘Cancel’ to review the next action.

Note. Enables the contract to be sent for internal review.

10.2 Click on Share Contract, then ‘Cancel’ to review the next action.

Note: Enables the contract to be sent via email to any recipient.

10.3 Click ****on Create Contract Draft, then ‘Close’ to return to the deal screen.

11 - Back on the Opportunity, check that the SpotDraft App now contains information from SpotDraft.

💡 Note. This data is dynamic, as the Contract moves along the review and execution process, the ‘Status’ will update in Salesforce.

13 - Click the Contract Title to open the Contract document

14 - Click the more options menu → Click the ‘Open in SpotDraft’ to navigate to the Contract record in SpotDraft.

15 - Manage the Contract as usual in SpotDraft.

🎉 Congratulations. The Integration to enable the ‘Create from Template’ workflow has been successfully verified. You can now use it to initiate the contract creation, review and execution process for the template type used in the configuration.

💡 Tip: If you run into any issues and would like assistance, simply contact your SpotDraft Customer Success Manager (CSM).

💬 FAQs

• Can Salesforce product details be included in the SpotDraft contracts?

Yes, the core integration allows you to pull product details from Salesforce Opportunity Line Items object into SpotDraft contracts, enhancing the contract details with relevant product information.

• Is it possible to incorporate Quote and Quote Line data from Salesforce into SpotDraft contracts?

Absolutely. With the core Salesforce integration, you can configure SpotDraft to include data from Salesforce Quotes and Quote Lines, ensuring comprehensive contract creation.

• Are Salesforce Lookup fields usable within SpotDraft contracts?

Yes, during the core integration setup, you can map Salesforce Lookup fields to populate related data in your SpotDraft contracts.

• Can we track the review and execution status of contracts within Salesforce

Yes, even with the core integration, you can monitor the contract's review and execution status directly in Salesforce, providing visibility and tracking throughout the contract lifecycle.

• Does the integration allow for syncing custom Salesforce fields with SpotDraft?

While the core integration covers a wide range of standard Salesforce fields, syncing custom Salesforce fields with SpotDraft is a feature of the advanced integration.

• Can we control contract creation based on Salesforce Opportunity stages?

Yes, it ensures that contracts are initiated at the appropriate stage, aligning with your organizational workflow and policies

• Can SpotDraft send contract data back to Salesforce to keep records updated?

The SpotDraft integration is designed to pull data from Salesforce to streamline contract creation. For additional functionality like sending contract updates back to Salesforce, the advanced integration provides these capabilities.

• How does the integration enhance contract management within Salesforce?

The integration empowers users to initiate contracts from Salesforce, populate them with detailed Salesforce data, and track contract statuses, all from within Salesforce. The advanced integration further enhances these processes with more complex data syncing and custom field management.

🏁 Conclusion

Congratulations on successfully setting up the Salesforce and SpotDraft integration! You have taken a significant step towards optimizing your contract management and sales processes. With this integration, your business is now equipped to seamlessly create contracts directly within Salesforce, enhancing efficiency and reducing the sales cycle.

👋 Remember, should you encounter any challenges or require further assistance, our team is always ready to support you. We're committed to ensuring your continued success with this powerful integration.

📚 Additional Resources

• Understanding the Salesforce Integration: A guide focused on the value of the Salesforce and SpotDraft integration, perfect for business users and prospects. It includes practical examples demonstrating the integration's benefits.
• SpotDraft Integration on Salesforce AppExchange: Visit the SpotDraft integration page on the Salesforce AppExchange for additional details and user reviews.
• 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.