Gmail Plugin
Manage incoming contracts and take the next steps, right from Gmail
🛠️ Integrating SpotDraft with Gmail
Manage incoming contracts and take the next steps, right from Gmail
📄Index:
🚀 Introduction
Streamline your contract management directly from your inbox with the simplicity and power of SpotDraft's Gmail Plugin for Chrome. This tool is a game-changer for professionals seeking an effortless and efficient way to handle contracts without leaving their Gmail interface. Installation is a breeze - it's as simple as adding a Chrome extension.
Key Features of the Gmail Plugin Integration:
- Easy Installation: Getting started with the SpotDraft Gmail Plugin is incredibly straightforward. Just add the Chrome extension, and you're ready to integrate your Gmail with SpotDraft’s contract management capabilities.
- Direct Contract Upload from Email: Eliminate the extra steps of downloading contracts. Upload contracts received via email straight to SpotDraft for review or signatures with just a few clicks.
- Upload Supporting Documents Easily: Conveniently add any additional documents received in your email as Supporting Documents to your existing contracts in SpotDraft. It streamlines the process of maintaining comprehensive contract records.
- Efficient Contract Version Management: Stay on top of contract negotiations by uploading the latest versions directly from your email thread. This ensures that the most current contract version is always available on SpotDraft.
- Intake Forms for Contract Information: If a contract type has an associated Intake Form in SpotDraft, you can fill it out right from Gmail, automatically updating the contract's key details.
- Assign Optional Reviewers Instantly: Simplify your workflow by assigning optional reviewers while uploading contracts. They are notified immediately, speeding up the review process.
Embrace the ease of managing your contracts with SpotDraft's Gmail Plugin. This guide will show you how to integrate this efficient tool into your workflow, enabling you to harness its full potential for a smarter, streamlined contract management experience.
📝 Prerequisites
Before installing the SpotDraft Chrome Plugin ensure you have:
⚙️ Installation & Configuration
1 - Navigate to the SpotDraft Gmail Plugin with this link
2 - Click Add to Chrome.
3 - Click Add extension.
Note. The extension has been added and can be ‘pinned’.
✅Verification
1 - In Gmail, navigate to an email that has an attachment
2 - Hover the attachment to reveal the actions and click the SpotDraft icon
3 - Click Login With Spotdraft
4 - Click Continue.
5 - After receiving the ‘Success message’ got back to Gmail
6 - Select the action e.g. ‘Upload Contract for Signature’.
7 - Click Next.
Note. additional files can be uploaded if required.
8 - Complete the ‘Contract Type’ and ‘Counterparty Name’, then click Upload.
9 - Click the link on the ‘Success Message’.
10 - The Contract is now in SpotDraft and can be managed as required.
💬 FAQs
Can I use the SpotDraft Plugin from my phone?
The SpotDraft Plugin is currently not available for mobile devices, including Android or iOS. It is designed exclusively for use with the Chrome browser on desktop platforms.
Is the SpotDraft Plugin compatible with browsers other than Chrome?
At present, the SpotDraft Plugin is exclusively compatible with Google Chrome. It does not support other browsers like Safari.
Does the Plugin extract information from the body of an email?
The Plugin is designed to identify and process attachments in Docx/PDF formats from your emails. It does not extract or process text directly from the email body.
Can I upload multiple contracts at once using the Plugin?
Yes, the Plugin allows you to upload up to five contracts simultaneously from a single email, facilitating bulk processing of contracts.
Does the Plugin support version control for contracts?
Yes, when you upload new versions of a contract via the Plugin, it maintains version control in SpotDraft, ensuring you have a complete history of changes and updates.
Can I assign tasks or set reminders through the Plugin?
The primary function of the Plugin is to facilitate contract uploads and management. Features like task assignments or setting reminders are managed directly within the SpotDraft platform.
🏁 Conclusion
With the SpotDraft-Gmail Plugin integration now active, you're empowered to revolutionize your approach to contract management. This powerful tool simplifies the entire process, enabling you to manage contracts directly from your Gmail account with unprecedented ease and efficiency. By seamlessly integrating with your daily email workflow, it not only saves time but also ensures a more organized and streamlined contract handling experience.
Enjoy the convenience of uploading contracts and supporting documents directly from your emails, maintaining the latest contract versions, and effortlessly managing additional contract information with Intake Forms. This integration is designed to seamlessly fit into your workflow, turning your Gmail into a powerful hub for contract management.
📚 Additional Resources
- 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.
- Explore Our Other Email Services: Outlook.