Setting up SpotDraft
How to set up SpotDraft
Inviting a New Team Member
Make contracting fun by collaborating with your team
Adding and Managing Business Entities
Add all your business entities that engage in contracts and manage them easily on SpotDraft
Adding Contract Types
Create new contract types under which templates or customer contracts can be added
Setup a Default eSigning Process
Define the eSigning process and services for your contract types across business entities
Creating a Template Contract
This is how to create a contract from a template on SpotDraft
Deactivating SpotDraft User Accounts
Learn how you can temporarily deactivate SpotDraft user accounts and reactivate them when needed
Bulk Inviting Users to SpotDraft
Inviting multiple users to SpotDraft is as simple as copy-pasting user details and sending the invite across.
Use Your Own Email Address for SpotDraft Emails
Customize your SpotDraft emails by sending them from your own address. Follow our easy setup guide to get started.