Install SpotDraft app from Salesforce AppExchange

Introduction

SpotDraft's Salesforce integration is designed to streamline your business processes, making it easier for teams to create contracts directly within Salesforce in just a few clicks—without the need to log into SpotDraft separately.

Important note

SpotDraft's app is deployed using a Lightning component that loads SpotDraft's native UI directly within Salesforce. This architecture allows SpotDraft to implement updates, fixes, and improvements quickly without needing to release a new version on AppExchange each time. As a result, some users mistakenly believe that the Salesforce app isn't updated regularly. In reality, SpotDraft releases updates approximately every two weeks, which include bug fixes, performance and stability enhancements, and new or improved features.

Step-by-step installation guide

This guide will walk you through the simple steps to install and configure the SpotDraft app.

Step 1/3: Install the SpotDraft App from AppExchange

1. Log in to Salesforce with Admin permissions and navigate to SpotDraft’s App listing in Salesforce’s AppExchange.
2. If required, login 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).
3. Click on Get It Now.
4. Click on Install for All Users.
5. Click on Install.
6. Click on Done on the Installation Complete screen.

Step 2/3: Configure the installed SpotDraft App

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. Locate the row with App Name Contracts via SpotDraft.
   • Click on the down arrow.
   • Click on Manage.
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.
4. Set the Salesforce profiles that should be able to create contracts:
   1. Click on Manage Profiles
   2. Select the relevant Profiles ensuring to include the System Administrator.
   3. Click on Save

Step 3/3: Place the SpotDraft widget on your Salesforce object

You might create your NDAs on an account level, while MSAs and order forms are from an opportunity level. Depending on your use case, you can place the widget on the respective object to make the contract creation seamless.

To place the widget on the desired Salesforce object, follow the below steps:

1. Open a record of the desired type (Ex: An opportunity).
2. Click on the gear icon on the top menu.
3. Select Edit Page.
4. In the left side menu, search for SpotDraft.
5. Drag the SpotDraft component and drop it where you want to place it.
6. Click on Save.
7. Navigate back to the record, and you’ll see the SpotDraft widget.

💡Important: You must complete the remaining setup on SpotDraft before using the integration. 

FAQ

1. Why is the SpotDraft widget not loading after placing the component on the page?

This could happen if you haven't finished the instructions mentioned in point 2 under Step 2/3: Configure the installed SpotDraft App mentioned above.

2. Why is the SpotDraft widget showing an error after placing the component on the page?

This could happen if you have opted to 'Enable clickjack protection for customer Visualforce pages with headers disabled' under Clickjack Protection settings. You could see a message that says "MyDomainName--spotdraftmanage.vf.force.com refused to connect" in production and "MyDomainName--SandboxName--spotdraftmanage.sandbox.vf.force.com refused to connect" in a sandbox. If you would like to resolve this, please follow these steps.

Add *.gus.visual.force.com and *.lightning.force.com under Trusted Domain for Inline Frames 
and set the iFrame type as VisualforcePages for both.