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SpotDraft

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App

SpotDraft

Close deals faster by creating and managing contracts within HubSpot.

Built by
SpotDraft
Installs
70+ installs
Rating

1

(1)

Sign in to installRequires SpotDraft subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
SpotDraft Subscription
Default Plan plan

Overview

Auto-fill Deal, Contact, Company or Ticket particulars to create a standard contract
  • SpotDraft eases your contracting process by automatically fetching all the relevant information from Deal, Contact, Company, etc. When you start creating a contract, SpotDraft's field mapping automatically populates your contract questionnaires with data present in HubSpot, eliminating redundant data entry for your sales team and improving turnaround time.

Expedite negotiations through collaboration
  • Whether you need internal approvals or share contracts to your counterparty for reviews, SpotDraft has it covered. Send a contract directly to your internal teams for approvals and redlining, and keep all the stakeholders notified; send contract to your counterparty; upload a redlined version received from the counterparty – all without leaving HubSpot.

Constant visibility for all contracts ensures everyone is on the same page
  • All the contracts created on SpotDraft via the HubSpot integrations are listed on HubSpot. Real-time status updates ensure you never have to switch screens unless you want to - a live link to the contracts allows you to hop on to SpotDraft for detailed reporting and activity logs. Every action taken on either platform gets recorded, so you never miss a step.

Easy e-Signatures with email verifications
  • Get your contracts e-signed within seconds with SpotDraft's native signature tool, whether it was drafted using SpotDraft’s templates or uploaded as a Third Party Paper. Invites go out via email to the right persons, with an audit trail at the bottom telling you it’s end-to-end secured.

Features

Create contracts within the HubSpot Deal

Create contracts within the HubSpot Deal, Contact, Company & Ticket

The SpotDraft widget appears in the side panel in a Deal, Contact, Company or Ticket, allowing you to manage your contracts in one place. Create new contracts from scratch, or upload your Customer’s versions for review and signatures.

Reverse sync from SpotDraft to HubSpot

Sync contract metadata to all HubSpot objects

SpotDraft syncs contract metadata to all HubSpot objects in real time. You don't need to move across tools and windows.

Simplify approval processes across deals

Simplify approval processes across Deal, Contact, Company & Ticket

Easily assign a review to the right stakeholders when you create or upload a contract. Reviewers are notified via email and can approve immediately.

Request signatures from the HubSpot deal

Request signatures from the HubSpot Deal, Contact, Company & Ticket

The SpotDraft app assigns signature fields for your standard contract drafts, so you can send them for signing with just a few clicks on HubSpot.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Contract Template Variable

Deals

Contacts

Companies

Tickets

Deals

Contacts

Companies

Tickets

Contract Metadata

Deals

Companies

Contacts

Tickets

Custom Objects

Products

Quotes

Line Items

Deals

Companies

Contacts

Tickets

Custom Objects

Products

Quotes

Line Items

Reviews

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1/5
    May 21, 2025

Overpriced and Underdelivered - A Frustrating Legal Contract Solution with Poor Integration

We were trying to use SpotDraft to handle legal contracts and quotes, unfortunately this is a Salesforce integration that has been ported over to HubSpot that leaves much to be desired. It is missing many pieces of essential functionality. Even though they claim they can accommodate this functionality, when rubber meets the road they cannot.

What do you like?

It's logo is blue, I like blue

What do you dislike?

- Cannot provide quote numbers for quotes - The cost is 7 times more expensive than other providers for less functionality. - Cannot save quotes/contracts as HubSpot attachments - Cannot add line items or line item info back into HubSpot after the quote is created in SpotDraft - HubSpot 'integration' is a hyperlink that pushes users to Spotdraft, there is no real meaningful integration - 'AI' metadata extraction for existing contracts must be done in batches of 500 with each batch taking multiple weeks. Their 'AI' is clearly a human team behind the scenes. - 'training' provided by the Spotdraft team is linking users to this App listing page - Often the integration error's out and says 'Unable to connect to salesforce' - Onboarding team lacks attention to detail to create templates to the standard required for legal documentation, making many spelling and formatting mistakes. - Working with the Spotdraft team is slow, frustrating and as soon as we signed on the dotted line our service and attention from SpotDraft plummeted.

  • Delaney, T.


Default Plan

$8,000

/year

Default Plan

$8,000

/year

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/16/2026

More info

Built by
SpotDraft
Installs
70+ installs
Categories
Languages this app is available in
English

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