Send a document for signature from the chat and answer where it is without leaving it.
Get more done with Tidio and Spotdraft integration
Send a Spotdraft contract from a Tidio conversation and track it to signature.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Spotdraft
Send the contract while they are there
A Spotdraft document is generated from the template with the details just agreed.
Track it to signature
Viewed and signed events update the conversation, so nobody chases blindly.
Handle renewals
An approaching Spotdraft expiry can open a conversation before it lapses.
Chase what is unsigned
An open document prompts a short, specific follow-up.
Overview
Spotdraft handles the contract from draft to signature to renewal date. Plenty of contracts are agreed in a conversation first, then wait a day while somebody assembles the document. Connecting Spotdraft to Tidio means the contract is created from a template with what the conversation established, sent for signature, and its status comes back. Spotdraft keeps the templates, the approvals and the renewal tracking.
Key features
- Contracts from a conversation A Spotdraft template is filled with the agreed terms.
- Status back in the chat Sent, viewed and signed reach the conversation.
- Templates stay controlled Legal owns the wording, not the agent.
- Renewals surfaced early A Spotdraft expiry date can start a conversation.
Spotdraft
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect Spotdraft in minutes
1
Connect Spotdraft and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and a Spotdraft webhook do it directly.
2
Choose the templates
A short approved list, with the fields an agent may fill and nothing else.
3
Send status back
Spotdraft events update the conversation, so the next step happens on time.
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Frequently asked questions
Common questions about the Spotdraft integration
Which templates should an agent be able to send?
The standard ones with fixed terms, agreed with legal in advance. A Spotdraft template where the only variables are name, date and quantity is safe to trigger from a conversation. Anything with negotiable clauses should go through the usual review.
Does the approval flow still apply?
Yes, and it should. Spotdraft can require approval before a contract is sent, and a chat trigger enters that flow like anything else. If an agent can bypass approval by starting from a conversation, the control was never real.
Is the Spotdraft integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Spotdraft integration.