# Let your sellers create and track proposals without ever leaving Salesforce

Empower your sales team to create, manage, and finalize contracts directly within Salesforce, streamlining the entire contract lifecycle.

[Try it out](https://www.spotdraft.com/products/integrations/salesforce#take-a-tour)

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## Bridging CRM and CLM like never before.

### Do all things contracting right from Salesforce

- Create error-free contracts directly within Salesforce.
- Access and manage contract details, track progress and statuses, and handle approvals without leaving Salesforce.
- View the full contract and its metadata without leaving your Salesforce workspace.
- The sales team can collaborate with Legal and view the full contract history using the Activity Log.

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#### Auto fill contract details

- Automatically populate proposals with data from any Salesforce Object to generate accurate, standardized contracts within minutes.
- Upload contracts received from counterparties for legal review or signature—right from Salesforce.
- Enhance your CPQ process by dynamically inserting quote and line item data from Salesforce CPQ into SpotDraft contracts.

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#### Define conditions for contract creation

- Connect multiple Salesforce organizations to one single SpotDraft Account and manage contracting with set standards across easily.
- Set rules for when contracts can be created, based on deal stage or other defined conditions.
- SpotDraft unlocks contract creation only when your organization’s rules are met, ensuring compliance and consistency.

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#### Request approvals and signatures from Salesforce

- Send contracts for review or signature to the right stakeholders without switching tools.
- See the detailed approval status and request ad-hoc approvals when required.
- When it’s time to sign, initiate the signature process within Salesforce in just a few clicks.

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#### Maintain a single source of truth across deals

- The SpotDraft widget shows all contracts created in Salesforce, across different stages, offering complete visibility and easier reporting.
- Benefit from improved error insights and transparent data sources. SpotDraft provides instant error notifications and smart defaults for missing data, streamlining the contract creation process.
- A two-way sync between SpotDraft and Salesforce ensures that contract data from SpotDraft can update Salesforce opportunity details with the latest contract versions and data.

[See all integrations](https://www.spotdraft.com/products/integrations)

## Take a guided tour

Webpage_SFXSD Integration April'25

### Contracting On Salesforce

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Create Contracts

Do everything contracting

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## Guarding your contracts with industry leading security

SpotDraft adheres to industry-leading security and compliance standards to keep your contracts secure and compliant.

[Explore security](https://www.spotdraft.com/security)

## Make SpotDraft your own with 30+ Integrations

[Request a demo](https://www.spotdraft.com/requestfordemo)

FAQ

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

#### What does SpotDraft's Salesforce integration do?

#### Can we create contracts from any Salesforce object, or only specific ones?

#### How does the integration handle data mapping between Salesforce and SpotDraft?

#### Does SpotDraft support multiple Salesforce organizations?

#### What is reverse sync, and how does it work?

#### How does the Page Widget help our sales team?

#### Can we control which contract templates are available in Salesforce?

#### How does this integration improve collaboration between Sales and Legal teams?

#### How often is the SpotDraft Salesforce app updated?