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SpotDraft

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App

SpotDraft

Close deals faster by creating and managing contracts within HubSpot.

Bygget av
SpotDraft
Installeringer
60+ installasjoner
Rangering

1(1)

Logg på for å installereKrever SpotDraft-abonnement

Krav

HubSpot-abonnement
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HubSpot-kontotillatelser
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SpotDraft-abonnement
Standard-abonnement

Oversikt

Auto-fill deal particulars to create a standard contract.
  • You work on the deals, and SpotDraft will ease your contracting process. Everything from Counterparty’s name to pricing computations gets automatically pulled into the standard draft. You must share the contract with internal stakeholders for review or with the Counterparty for execution.
Expedite negotiations through collaboration.
  • Whether you need approvals or receive an updated version from your business partners, SpotDraft has your deals covered. Send a contract directly to your internal teams for approvals and redlining, and keep all the stakeholders notified. Updating newer versions happens at the click of a button. Everything you need gets done without leaving Hubspot.
Constant visibility over a deal ensures everyone is on the same page.
  • When you create a contract via SpotDraft, the sidebar will keep a list of them for visibility and the next steps. 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 our 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.

Funksjoner

Create contracts within the HubSpot Deal.

The SpotDraft app appears as a sidebar in the Deals, allowing you to manage your proposals in one place. Create new contracts from scratch, or upload your Customer’s versions for review and signatures.

Bi-directional sync between SpotDraft and HubSpot.

You don't need to move across tools and windows. Our integration gives you visibility into all current and legacy contracts associated with a deal, with real-time status updates and a live link to the contracts on SpotDraft.

Simplify approval processes across deals.

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.

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.

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Contract Template Variable

Avtaleegenskaper

Kontaktegenskaper

Selskapsegenskaper

Avtaleegenskaper

Kontaktegenskaper

Selskapsegenskaper

Gjennomganger

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1/5
    21. mai 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.

Hva vil du gjøre?

It's logo is blue, I like blue

Hva liker du ikke?

- 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.


Priser

Standard

USD 250

/måned

Standard

USD 250

/måned

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 18.09.2023

Mer info

Bygget av
SpotDraft
Installeringer
60+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

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