Key features of SpotDraft's Salesforce integration

SpotDraft’s Page Widget: View Contract Insights Instantly

The SpotDraft Page Widget is thoughtfully designed to give your Sales team instant visibility into contract progress—right from within their workflow. With a clean and intuitive interface, the widget highlights the most relevant contract information at a glance, while also offering seamless access to deeper insights when needed. It eliminates guesswork by displaying real-time updates as the contract moves through its lifecycle, reducing the need to switch tabs or log into SpotDraft separately.

Key Features

• Clean, uncluttered design
  The widget surfaces only the most essential information, ensuring clarity without overwhelming the user.
• Real-time visibility
  As contracts move through drafting, approvals, signatures, and finalization, the widget reflects these updates instantly—keeping your Sales team always informed.
• Quick access to key details

  The widget is organized into two logical sections:

  • Contract Overview: Displays high-level information such as contract title, status, reference ID, and counterparty name.

  • Lifecycle Status: Provides granular updates on pending approvals, signatures, and other in-progress stages.

• Deeper insights with a click
  Clicking on any contract element opens a detailed modal view, offering full visibility into the contract’s specifics without needing to leave the current page.

• Action-ready interface
  The Actions button gives quick access to the most commonly used contract functions—helping your Sales team stay efficient and responsive.
  

What changed?

1. 'New' instead of 'New Contract': We’re replacing the 'New Contract' button with 'New' to stay consistent with the patterns we use on SpotDraft.
2. 'Reference ID' instead of 'Contract ID': We’re replacing the contract ID with a reference ID to stay consistent with the patterns we use elsewhere.
3. 'Pending On' field removed: More granular status information is now shown, making the 'Pending On' field redundant.
4. One instead of two contracts: The old design could show two contracts without scroll, but the new layout will only show one. This is a tradeoff that we made to show more information per contract.
5. Three-dot menu to 'Actions' button: Actions that you could take on the contract listed under the three-dot menu are now under the 'Actions' button.
6. Open in SpotDraft: The option to open the contract on SpotDraft was under the three-dot menu earlier. It can now be achieved by clicking on the arrow next to the contract title. Alternatively, you can click on the contract title to open the full contract details page right on Salesforce.

What's new?

1. Counterparty details: Now you can see the counterparty name directly on the widget.
2. Last edited on: Now you can see when the contract was last edited on directly on the widget.
3. Details of pending approval: You can now see the count of approvals that are pending on the contract. Clicking on it will open up the contract details page with more information.
4. Recipient information: You can now see the recipient/signatory information. Clicking on it will open up the contract details page with more information.
5. Details of pending reviews (Coming soon): You can now see the count of reviews that are pending on the contract. Clicking on it will open up the contract details page with more information.

Benefits for Sales Teams

With SpotDraft’s Page Widget, your Sales team can monitor contracts effortlessly and act faster—without toggling between systems or relying on manual follow-ups.

Complete CLM Access Within Your CRM

Seamless Contract Management Experience

SpotDraft's Salesforce integration provides your sales team with full access to all contract lifecycle management (CLM) features directly within your Salesforce environment. This integration allows your team to manage the entire contracting process without switching between platforms.

Key Features

• Complete CLM Functionality: Access SpotDraft's full feature set without leaving Salesforce
• Real-Time Collaboration: Work directly with legal teams on contract reviews and approvals
  
• Contract Visibility: View all contract metadata and current status at a glance
• Streamlined Workflow: Manage the entire contract process from creation to execution
• Intuitive Interface: User-friendly design with familiar visual elements (clouds and rolling hills shown in the screenshot)

Benefits for Sales Teams

Unlike most CLM integrations that offer limited functionality, SpotDraft ensures your sales team can remain in their preferred Salesforce environment throughout the entire contracting process. This seamless experience increases productivity while maintaining full collaboration with legal stakeholders.

The integration is designed to enhance your existing Salesforce workflow rather than requiring teams to adapt to multiple systems.

Transparent Data Mapping

Intelligent Field Mapping with Visual Feedback

SpotDraft's Salesforce integration provides complete visibility into your contract data and instantly highlights potential issues. Our intelligent field mapping system automatically populates your contract questionnaires with existing Salesforce data, eliminating redundant data entry for your sales team.

Key Features

Automated Data Population

• Contract fields are automatically filled with corresponding Salesforce data
• Sales teams save time by avoiding manual re-entry of information
• Clear visual indicators show which fields are mapped from Salesforce

Transparent Data Sourcing

• Hover-over tooltips clearly indicate which Salesforce fields are being used
• Visual indicators show exactly where data is being pulled from
• Complete transparency into the data mapping process

Error Detection & Resolution

• Instant visual alerts for data mapping issues
• Clear error messages explain missing or incompatible values
• One-click option to manually override and correct problematic fields

Benefits for Sales Teams

Our transparent approach to data mapping eliminates the "black box" confusion common in other integrations. Users always understand where their contract data originates, can quickly identify and resolve issues, and maintain complete confidence in data consistency between systems.

By providing clear visibility into the contract creation process, SpotDraft ensures your sales team can work efficiently while maintaining data accuracy throughout the contract lifecycle.