Spotdraft Vocabulary

specification: API Commons Vocabulary
specificationVersion: '0.1'
provider: SpotDraft
providerId: spotdraft
created: '2026-05-25'
modified: '2026-05-25'
description: >-
  Operational and capability vocabulary for the SpotDraft Contract Lifecycle
  Management (CLM) platform. Captures the core concepts exposed across the
  Public API (v1, v2, v2.1) — contracts, templates, counterparties, approvals,
  workflows, clickwrap agreements, webhooks, recipients, metadata, obligations,
  notes, and analytics — plus operational dimensions such as regional
  clusters, versioning, and authentication.
sources:
  - https://api.spotdraft.com/api/docs/
  - https://help.spotdraft.com/hc/en-us/sections/20205760975133-Public-API
  - https://www.spotdraft.com/integrations
domains:
  - id: contracting
    label: Contract Lifecycle Management
    description: End-to-end management of contracts from intake through execution and renewal.
  - id: signing
    label: Electronic Signature
    description: ESIGN- and EIDAS-compliant digital signing and clickwrap consent.
  - id: collaboration
    label: Negotiation and Collaboration
    description: Multi-party negotiation, redlining, and approvals in Word and the SpotDraft UI.
  - id: governance
    label: Governance and Compliance
    description: Approval chains, access controls, audit trails, and regulatory alignment.
  - id: integration
    label: Workflow Integration
    description: CRM, HRIS, e-sign, ticketing, procurement, and storage connectors.
concepts:
  - id: Contract
    label: Contract
    description: A legal agreement managed in SpotDraft. Has a status, version history, parties, metadata, and obligations.
    versions: [v1, v2, v2.1]
  - id: Template
    label: Template
    description: A reusable contract template with associated metadata definitions and intake questionnaires.
    versions: [v1, v2, v2.1]
  - id: ContractType
    label: Contract Type
    description: A category that groups contracts (e.g., NDA, MSA, SOW) and drives access control and workflows.
    versions: [v2, v2.1]
  - id: Counterparty
    label: Counterparty
    description: An external party to a contract — organization or individual — with associated contacts and addresses.
    versions: [v2, v2.1]
  - id: Approval
    label: Approval
    description: A step in an approval chain that gates contract progression. Can be predefined or adhoc.
    versions: [v2, v2.1]
  - id: Recipient
    label: Recipient
    description: A party that receives a contract for review, signature, or acknowledgement.
    versions: [v2, v2.1]
  - id: Workflow
    label: Workflow
    description: Conditional routing and automation that move contracts through their lifecycle.
  - id: Clickwrap
    label: Clickwrap
    description: An online consent agreement (e.g., Terms of Service) accepted via click-through.
    versions: [v2.1]
  - id: Webhook
    label: Webhook
    description: A user-registered HTTP callback that delivers real-time contract lifecycle events.
    versions: [v1, v2.1]
  - id: MetadataDefinition
    label: Metadata Definition
    description: A typed field definition used to capture structured data on contracts and templates.
    versions: [v2, v2.1]
  - id: MetadataValue
    label: Metadata Value
    description: The captured value for a metadata definition on a specific contract or template.
    versions: [v2, v2.1]
  - id: Obligation
    label: Obligation
    description: A commitment, deliverable, deadline, or term tracked on an executed contract.
    versions: [v2.1]
  - id: Note
    label: Contract Note
    description: A free-form note attached to a contract for internal context.
    versions: [v2, v2.1]
  - id: Activity
    label: Contract Activity
    description: A timestamped event in the contract's audit log.
    versions: [v2, v2.1]
  - id: User
    label: User
    description: A SpotDraft platform user with assigned roles and workspace memberships.
    versions: [v1, v2, v2.1]
  - id: Role
    label: Role
    description: A named permission bundle assigned to users.
    versions: [v2.1]
  - id: Workspace
    label: Workspace
    description: An organizational unit within an account that scopes contracts, templates, and access.
    versions: [v2.1]
  - id: Organization
    label: Organization
    description: A SpotDraft customer organization including addresses and configuration.
    versions: [v2, v2.1]
operations:
  - Create
  - List
  - Get
  - Update
  - Delete
  - Send
  - Sign
  - Approve
  - Cancel
  - Download
  - Preview
  - Re-trigger Webhook
regions:
  - id: in
    label: India
    baseUrl: https://api.in.spotdraft.com
  - id: us
    label: United States
    baseUrl: https://api.us.spotdraft.com
  - id: eu
    label: European Union
    baseUrl: https://api.eu.spotdraft.com
  - id: me
    label: Middle East
    baseUrl: https://api.me.spotdraft.com
authentication:
  - id: client-credentials
    label: Client ID + Client Secret
    description: Generate from Developer Settings; used to authenticate API requests.
  - id: oauth-bearer
    label: OAuth Bearer
    description: OAuth JWT bearer tokens for delegated access.
integrations:
  crm:
    - Salesforce
    - HubSpot
    - Zoho
  storage:
    - Google Drive
    - Dropbox
    - Box
    - OneDrive
    - SharePoint
  collaboration:
    - Slack
    - Microsoft Teams
    - Google Forms
  email:
    - Gmail
    - Outlook
  esign:
    - DocuSign
  identity:
    - Okta
  ticketing:
    - Jira
  procurement:
    - Coupa
  automation:
    - Zapier
  recruiting:
    - Greenhouse