Unveiling the New Contract Details Page: Your Unified Contract Dashboard

At SpotDraft, we are committed to continuously improving your experience. We're thrilled to unveil the redesigned Contract Details Page, a significant overhaul that transforms how you manage your contracts. With this update, our goal is to transform the Contract Details Page such that every piece of contract-related information and action is intuitively organized and easily accessible.

Our Design Philosophy: Simplicity Meets Efficiency

This redesign isn't just a cosmetic change; it's built on foundational principles aimed at streamlining your entire contract management workflow:

User Feedback-Driven: Every enhancement in this new page directly addresses specific customer needs and pain points identified over time.
Unified Information Hub: The page is now your central source of truth for every contract. All relevant details - status, pending tasks, associated documents, key properties, and available actions – are consolidated in one intuitive location. No more jumping between multiple screens or struggling to find scattered information.
Visual Clarity: "Cards by Cards" Approach: We've adopted a modular design, presenting information in clear, digestible "cards." This visual segmentation replaces previous cluttered lists and "dumps" of information, making the flow of data much clearer and less overwhelming. It's about presenting information intelligently, not just abundantly.
Contextual & Action-Oriented: The interface is designed to intelligently guide you. The most common and relevant actions are presented prominently based on your contract's current lifecycle stage, reducing decision fatigue and streamlining your workflow.

A Detailed Tour: Navigating the Revamped Interface

The new Contract Details Page is thoughtfully structured into three primary areas: a streamlined Header, a dynamic Left Panel for real-time status and actions, and a comprehensive Right Panel for static contract information.

The Header: Instant Contract Identification

The header has been meticulously refined to offer immediate contract identification. Unlike the previous design that included various actions and extensive details, this new header focuses solely on the most critical information required to know exactly which contract you are viewing:

Contract Title & Reference ID: You'll find the Contract Title (e.g., "Non Disclosure Agreement") and its unique Reference ID (e.g., "SD-2274") consistently displayed at the top left. This ensures immediate and unambiguous identification of the contract.
Intuitive Navigation: A clear breadcrumb trail (e.g., "Repository / Contract Name") allows for intuitive navigation back to your main repository, providing a clear path of where you are in the system.

The Dynamic Left Panel: Your Contract's Live Pulse

This section is designed to keep you updated about the contract's progress and to help you take action as soon as possible. The information displayed here is dynamic and highlights elements based on the contract's current status in its lifecycle.

Contract Status Card:

At-a-Glance Status: Clear, concise indicators such as "Redlining," "Signing," or "Executed" provide an instant understanding of where the contract stands.
Granular Sub-Statuses: Underneath the main status, you'll find detailed breakdowns for Approvals, Recipients, Internal Review and Intake Form. For example, for recipients, it might show "Contract not sent out for signature" or "0 of 2 signatures collected," providing specific progress updates.
Interactive Status Indicators: Actions pending on you are prominently highlighted with tags like "Pending on you." Clicking on "View Details" next to any of these status indicators will seamlessly navigate you directly to the relevant section on the page, displaying comprehensive details without extra clicks or scrolling – a significant UX enhancement.
"Pending with Counterparty" Toggle: This direct toggle allows you to manage the counterparty's access to the contract, enabling or disabling their ability to view the document. This functionality remains consistent with the previous UI.
Suggested Contract Actions: These are actions you can take on the contract, not mandatory tasks requiring your immediate attention. The most commonly used action (e.g., "Send to Counterparty") is surfaced directly, while other relevant actions (such as "Send For Signing", "Download Contract", etc.) are consolidated within the "More Actions" dropdown for easy access.

Documents Card:

Centralized Document Hub: This dedicated card serves as a single, comprehensive hub for managing your core contract document and any associated files that are part of the signed record. This means the main contract document, stamps, and merged documents (if applicable) all reside here, ensuring anything that becomes part of the legally binding record is easily accessible in one place. Other supporting documents are handled in a separate section on the right panel.
Live Document Access: Unlike the old UI where you had a dedicated "View Contract" button in the header, you can now access the main contract document directly from this card. Simply click on the "View Contract Document" within this section to open the full contract, streamlining access to your most important asset.
Clear Version & Timestamp: The latest Version Number (e.g., "Version 4.0") and the "Last version published by Jane Doe at 20 July 2025, 12:30 pm IST." timestamp are clearly displayed, providing immediate context on the document's recency and authorship.
Direct Document Actions: Essential actions related to the document itself are readily available:
- Edit Contract: A dropdown provides options to edit intake form responses or directly edit the contract using integrated tools like Microsoft Word or OnlyOffice.
- Download: Quickly download the current version of the document.
- Overflow menu ("...") for Document: This menu offers advanced document actions like "Upload New Version" and "Compare Versions," making version control intuitive and accessible directly from the document itself.
VerifAI Integration: If your organization utilizes VerifAI, a dedicated banner will appear in this card, encouraging you to leverage its capabilities for faster contract review, with a clear "View Details" button to access its insights.
Stamps: Options to "Add Stamp" or view "No stamps" are directly integrated, simplifying stamp management.

Approvals Card:

Consolidated Approval Management: The "Approvals" section now serves as a single source of truth for all approval tasks. Each approval step in your workflow is visible upfront.
All Actions in One Place: Unlike the old UI where "Approve" might be in a different spot from "Reassign" or "Remind," now, for each individual approval listed, you'll find all relevant actions (e.g., Approve, Reject, Remind, Reassign Approver, View Setup) conveniently grouped in the overflow menu. This streamlines decision-making and task management.
Clear Status: The status of each approval (e.g., "Pending on you," "Approved") is clearly visible.

Recipients Card:

Enhanced Signing Visibility: This section provides a unified view of all individuals involved in the signing process. You'll see each recipient's name, their role (e.g., "Signatory"), and their current signing status (e.g., "Not Sent," "Invited," "Pending on you"). This eliminates the need to cross-reference multiple sections to understand who needs to sign and what their current status is.
Direct Recipient Management: Quickly "Edit Recipient Order" or "Add Recipient." Individual recipient entries also feature an overflow menu for granular actions like "Resend" the signing link, "Edit Recipient" details, or "Get Link."
Prepare for Signing: A prominent "Prepare for Signing" button guides you directly to the e-signature setup process, simplifying the final steps of contract execution.

Internal Review Card:

Clear Labeling: This feature is now consistently labeled "Internal Review" (formerly "Request Review"), preventing confusion and making it clear that reviews are for internal collaborators only, not counterparties.
Persistent Review Tracking: This section constantly tracks the status of all internal reviews (e.g., "1 review remaining"). You'll see updates like "Review pending on you" if a task is assigned to you, along with who requested the review.
Streamlined Review Actions: You can easily "Request Review" from collaborators. If a review is pending on you, a "Review" button appears for direct action. The overflow menu offers options like "Reassign" the review or "View Details."

Intake Form Card:

This card serves as a dedicated tracker for all intake forms or questionnaire submissions related to your contract. Whether it's a submission from a counterparty or multiple internal questionnaire submissions, this card provides an overview of their status.
Submission Status: Quickly see the status of each submission (e.g., "1 counterparty submission remaining," "Completed," "Pending").
Task Status: For pending submissions, this card highlights the associated task status, indicating if action is required.
Form Values and Responses: While this card tracks the submission status, the actual detailed values and responses collected in these forms are comprehensively displayed in the Intake Form Responses section within the Right Panel.

Activity Log Card:

The core activity log remains a comprehensive feed of all contract-related events.
Intuitive Filtering: Filter tabs for "All," "Comments," "Emails," "Approvals," "Versions," and "Reviews" remain consistent with the previous UI, allowing you to quickly narrow down the activity feed.

Contract Preview

When viewing the contract document directly, you'll notice a consistent UI experience that mirrors the main Contract Details Page. This includes:

Comprehensive Information Mirroring: All information from the main page is accessible here: task-related actions (from the left panel) are organized under the 'Status' tab, static contract data (from the right panel) can be found under the 'Information' tab, and a dedicated 'Activity Log' tab provides a complete audit trail.
Integrated Activity Log in Preview: Crucially, you also have direct access to the Activity Log within the contract preview. This allows you to read the document and simultaneously track all associated comments, emails, approvals, and other activities without leaving the preview, eliminating context switching and supporting seamless review.

The Informational Right Panel: Your Comprehensive Contract Data

This panel is dedicated to displaying all the static, comprehensive data points related to your contract. Unlike the dynamic left panel, the information here provides a stable reference for contract details.

Contract Users Section

Unified Access Management: This section is now the single place to see all users who have access to the contract, including their roles (Business User, Legal User). This addresses a key segregation issue from the old UI where Business/Legal user details were hidden within "Party Information" and access management was separate.
Direct Actions: You can directly "Manage Access" for users (invite, update, re/assign Business User/Legal User) from here.

Global Search:

A powerful search bar located at the top of the right panel allows you to instantly search across all metadata, party information, and other contract details within this panel. This significantly enhances data discoverability, acting as a powerful tool to quickly locate any static information related to your contract.

Party Information Section:

Provides in-depth details about the "Creating Party" and "Counterparty," including their entity names and associated users/points of contact. Edit icons allow for quick modifications.

Intake Form Responses Section:

Your contract's intake form responses are presented in a highly organized and digestible format. The text is now easier to consume, improving readability. You can also "Edit Responses" or "Download" the complete response set.

Metadata Section:

This section offers a clear, structured view of all metadata fields associated with your contract (e.g., Lifecycle details, Term Length, Renewal Type, Effective Date, Deal Value). The "Extract Data" feature allows you to populate metadata fields directly from the contract document, minimizing manual data entry.

Documents Section (Supporting Documents and Related Contracts):

This section specifically houses other supporting documents that are not part of the main signed contract record (e.g., related contracts, background information), as well as any related contracts. This clear segregation helps maintain the integrity of the core contract document in the left panel.

Other Information Section:

Displays additional general contract details like "Contract Type," "Workflow Name," and "Reference ID."
Notes: This subsection contains the dedicated space for you to "Add Note" for capturing contract-specific details or internal comments.

Record Details Section:

This section provides details on records linked to any CRM integrations (like Hubspot or Salesforce), and offers a "Link Record" option for additional external associations.

How to start using the new Contract Details View

To experience the enhanced Contract Details Page, you can switch to the new view via your user profile. Follow these simple steps:

Click on your Profile icon (located in the top right corner of the screen).
From the dropdown menu, select "Try New Contract Details View BETA".

Your page will refresh, and you will now be viewing the new, streamlined interface.

Note: Switching to the New Contract Details View is a personal setting that only affects your individual experience. It does not change the view for any other user in your team. You have complete flexibility to switch between the New Contract Details View and the Classic Contract Details View as many times as you like.

Going Back to the Classic Contract Details View

hould you wish to return to the previous interface, you can do so easily through your profile menu:

Click on your Profile icon.
From the dropdown menu, select "Use Classic Contract Details View".

The page will reload, and you will return to the classic Contract Details View.

Frequently asked questions

Why don't I have access to the New Contract Details View?
The New Contract Details View is an opt-in feature. To enable it for your account, please refer to the 'How to Start Using the New Contract Details View' section in this article. If the option is still unavailable after following these steps, please contact our support team for assistance.
Who is affected when I switch to the New Contract Details View?
Switching to the New Contract Details View is a personal setting for your individual account only. It will not change the experience for any other user in your team. You have the flexibility to switch between the New Contract Details View and the Classic Contract Details View as many times as you like. If your entire team wishes to transition to the new view, please reach out to our support team at support@spotdraft.com for coordinated assistance.
How can I provide feedback on the New Contract Details View?
We highly value your input on the New Contract Details View. You can easily share your feedback by clicking the "Submit Feedback" button, which is conveniently located at the bottom right of the Contract Details Page. Your insights help us continuously improve your experience.

Key Takeaways & What This Means for You

The new Contract Details Page represents a significant leap forward in contract management. By consolidating information, streamlining actions, and focusing on a clear, intuitive design, we aim to deliver:

Unparalleled Efficiency: Spend less time searching and more time acting.
Enhanced Clarity: Understand your contract's status and relevant details at a glance.
Greater Control: Manage access, versions, and workflow steps with ease from a unified interface.
Reduced Training Time: The intuitive design makes it easier for new users to get up to speed quickly.
Improved Collaboration: With all relevant information in one place, team collaboration becomes seamless.

We are confident that these changes will significantly enhance your daily experience with SpotDraft, helping you manage your contracts with unprecedented ease and precision.