Salesforce deal context in Draft templates, now in beta
Draft 3.9 templates can now pre-fill the deal-point form from Salesforce opportunity fields, read-only, with the source shown beside every value. Beta release notes.
Slack and Teams triage: thirty-second summaries, now in beta
Drop a contract into a channel and get back its type, parties, governing law and top three flags against your playbook, in about thirty seconds. Beta release notes, including what it will not do.
Two-way DMS sync without copying what we don’t need
A document management system is the firm’s record. Our sync treats it that way: metadata first, content on demand, write-back as a new version, permissions never ours to decide.