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SpotDraft to CPQ Integration

This page is a pattern guide, not a dedicated CPQ product specification. It describes a quote-to-contract model that fits the public contract, metadata, and webhook APIs.

Where this pattern fits​

Use this pattern when a sales or revenue operations team needs to:

  • generate contracts from quote or order data
  • preserve pricing and commercial identifiers from the CPQ system
  • sync contract status back after review, signature, or execution

How the systems typically talk​

CPQ event or approved quote
  -> SpotDraft create contract API
  -> SpotDraft workflow and signature process
  -> webhook events for status changes
  -> CPQ or CRM status update

Public API capabilities this pattern relies on​

This pattern makes sense because the public API supports:

  • contract creation
  • external metadata correlation
  • contract retrieval and downloads
  • webhook delivery for later contract activity

APIs and data you usually need​

  • contract creation APIs
  • metadata or external metadata fields for quote ids, opportunity ids, or order ids
  • contract retrieval APIs for lifecycle state and final contract identifiers
  • document retrieval when executed artifacts need to be attached back to the commercial record

Webhooks you should expect to use​

The exact catalog depends on the workspace schema, but CPQ integrations usually care about:

  • contract sent for review or signature
  • signature completion
  • execution completion
  • later contract states that make downstream fetches relevant

Design guidance​

  • persist the CPQ quote id as a durable join key
  • keep pricing or commercial source data in structured metadata, not just document text
  • treat webhooks as the primary trigger for downstream status sync
  • keep reconciliation logic for missed updates or changed quote states