# CLM That Lives Inside Your CRM

Draft, send, negotiate, and close—all without breaking your sales team’s flow. SpotDraft works so natively with your CRM, it feels like one product.

## Trusted by fast moving teams

“SpotDraft makes it easy for us, and for the business, to see exactly where deals stand.”

**Micah Nessan**  
General Counsel, GUIDELINE

## Why Sales Teams Love SpotDraft

### Control Contracts, Right from Your CRM

- Create, manage, and finalize contracts directly within Salesforce and HubSpot
- Access contract details, approvals, and related documents directly from Salesforce - No downloads, no switching screens
- Track every contract update with SpotDraft’s activity log
- Upload, review, and collaborate on third-party agreements—without leaving your CRM

### Faster Contracts, Faster Sales

- Automate contract generation with pre-approved templates by your legal teams
- Auto-fill key contract details—like names, dates, and deal value, close date—directly from your CRM to eliminate manual entry

### Break Down Silos Between Sales and Legal

- Ensure transparency with bi-directional sync that keeps contract data updated in real-time, eliminating email or Slack back-and-forth between Legal and Sales
- Accelerate the closing process with automated approval requests and eSignatures

## Integrate SpotDraft where your team works, not around it

### Salesforce

Revolutionize your contract management workflow with seamless Salesforce integration

Key Features

- Create contracts using Salesforce data directly within the CRM
- Upload and manage third-party agreements
- View contract status, approvals, metadata, activity log, and related documents—right within Salesforce
- View, edit and sync contract metadata back to Salesforce custom objects
- Collaborate via activity logs and manage approvals in context

### HubSpot

Create and manage contracts efficiently without leaving HubSpot

Key Features

- Generate contracts using HubSpot Deal, Company, and Contact data
- Customize contract actions based on your workflow
- Filter template availability by deal stages
- Upload third-party agreements for streamlined review
- Fetch currency and line item data from HubSpot deals

### Zoho

Reduce sales cycle time with fully customizable Zoho integration

Key Features

- Create contract drafts with one click from Zoho
- Add custom buttons to any Zoho object for contract creation
- Map Zoho fields to SpotDraft templates with flexible configuration
- Initiate NDAs, MSAs, and CPQs directly from your CRM
- Complete automation of data transfer between systems

## FAQ

### We’re here to help with any questions you have.

#### What kind of contracts can I generate from my CRM?

#### How does SpotDraft ensure legal stays in the loop?

#### What is the Contract Details Page in Salesforce?

#### Can I manage third-party contracts too?

#### What CRMs does SpotDraft integrate with?

#### Can Sales track where a contract is stuck?

#### Is contract data synced back to the CRM after signing?

#### Can both Sales and Legal leave comments or collaborate on the contract draft?