Types of Workflows on SpotDraft

Types of Workflows

• Template Workflows:
• Create Contract from Templates — Build a workflow to create a contract from a preselected template of your choice. These could range from new sales agreements to employment agreements.
• Bulk Contracts — Create contract campaigns when sending multiple versions of a single contract to multiple counterparties. For example, an updated version of your terms of service, where all you require is your counterparty's name and signature.
• Express Contracts — Create workflows for repetitive contracts that can be shared via a URL. These contracts consist of embedded web forms for counterparties, which create a 1:1 contract based on the form inputs by the counterparty. For example, getting a new vendor to sign a vendor agreement where all you require are legal details like PoC name, vendor organization, location, and more.

• Upload Workflows:
• Third-Party Paper — Create workflows to upload third-party contracts directly or through your 3rd party platforms (CRMs, HRMS, and others), collect key details, and prioritize contract activities accordingly.
• Upload and Sign — With this Workflow, you can collect key information for contracts that are ready for signatures. Create intake forms that collect key information your business team requires for signatures.