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SpotDraft Campaigns: How to Create and send a SpotDraft Campaign

SpotDraft Campaigns: How to Create and send a SpotDraft Campaign

What is a SpotDraft Campaign? Learn the steps to create and share hundreds of similar contracts for eSigning in minutes

SpotDraft Campaigns allow you to create and send standard-form contracts all at once. No more manual creation of each contract in a large batch and individually tracking them.

You can use Campaigns to batch send contracts such as Offer Letters, ESOP & Employee Agreements, Invoices, Supply-side onboarding Agreements, and more.

Here are the key benefits:

  • Simply select a template, upload a sheet with all the necessary fields, and launch the campaign within minutes.
  • Receive real-time updates on the status of each contract in the batch.
  • Automate follow-ups for pending contracts.
  • Automate eSigning for your organization's signatory.

Campaigns on SpotDraft enable you to create and send hundreds of similar contracts at once. These could be anything from employment agreements with differing salary components to vendor agreements for a large, varied purchase.

Here is a video and the steps for your reference:

 

Step 1: Starting off

Click on +New Workflow button on the navigation bar and select Bulk Contracts

The create campaign modal opens up

 

Step 2: Creating a Campaign

Select the template for which you need to send out bulk contracts and enter the Campaign name, end date and select your business entity for the same.

Note: The contracts that are not signed by the end date get revoked.
 

Step 3: Uploading Counterparty Details

In the second section, you can add counterparty details using the excel file available for download.

In this file, add the organisation name for the counterparty, contact name and their email address in the relevant columns.

Save this file after adding all the information.

Note: There is no limit on the number of entries you can make - i.e. the number of counterparties you add for contract creation.
 

Step 4: Confirming Counterparty Details

Click on ‘Upload Counterparties’ and upload the file that you’ve just saved with all the changes.

The values you’ve put in will get reflected on the right side of the modal.

After confirming that all the counterparty details are correct, press ‘Next’ at the bottom right.

 

Step 5: Uploading Contract Details

Download a second excel sheet available in this section. This sheet allows you to input all the contract variables for the template being used, separated in columns.

Again, once you’ve filled all these variables, save the file and similar to step 4, upload it back under ‘Upload Contract Details’.

Once that is done any errors in the excel sheet get highlighted for updation.

After confirming the details, click on ‘Next’.

 

Step 6: Adding Signatories and Recipients

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In this section, on the left you can enable the toggle for Auto Sign and define who the Signatory should be from your organization. Enabling Auto Sign saves your signatory from manually adding their signatures to hundreds of contracts.

Set a signing order if required, allowing you to decide who signs the contract first.

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On the right side of this section, you can choose how the executed copy of the contract and an email confirmation are shared with the Signatory and Business User - upon every signature, or at once at the end of the campaign with a zip file of the executed contracts.

You can also add any additional stakeholders as the recipients for these executed contracts.

Click on ‘Next’.

 

Step 7: Review

Take a final look at the details you’ve entered and hit ‘Start Campaign’ to send the contracts across to all the Counterparties for review and signatures at once.

Note: You can stay updated on the progress by clicking on Campaign in the navigation bar and opening the relevant campaign for a dashboard view.
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Last updated on March 30, 2023

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