Contract template
CDA (Confidential Disclosure Agreement) Template
Create, customize, and e-sign a confidential disclosure agreement (CDA) in minutes. Free template, automated with Google Docs.
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What is a confidential disclosure agreement (CDA)?
A confidential disclosure agreement (CDA) is a contract that protects sensitive information shared between parties. It is another name for a non-disclosure agreement (NDA), and the two terms mean the same thing. CDA is the wording most often used in pharmaceutical, biotech, healthcare, and research settings.
Use a CDA whenever you need to share confidential information before or during a collaboration: clinical studies, research partnerships, technology evaluations, or supplier discussions. Like an NDA, it can be one-way or mutual depending on who is disclosing.
A solid CDA defines what counts as confidential information, sets the obligations of the receiving party, lists exclusions such as already-public information, states how long the duties last, and names the governing law.
This free template gives you clear, editable terms you can adapt in minutes. Personalise the parties and scope, generate each copy automatically with Portant and Google Docs, and send it out for e-signing. Use the CDA template to get started.
How to automate your contracts
Step 1
Open Sheet
Select the Google Sheet you want to use as the data source for your contracts. Portant connects directly to your spreadsheet to pull in the data it needs.
Step 2
Connect Template
Connect your Google Docs, Slides, or Sheets contract template. Portant will link it to your spreadsheet data source so it knows which fields to merge.
Step 3
Customize
Customize your contract with merge tags like {{Party Name}}, {{Terms}}, and {{Effective Date}}. Format it with your branding, colours, and layout.
Step 4
Create
Create contracts automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.
How to automate your contracts with a template
How it works
Step 1
Step 1: Open a Google Sheet
Open a Google Sheet with your contract data. Include party names, terms, effective dates, and any other fields you need to merge into your contracts.
Step 2
Step 2: Connect your contract template
Open the Portant add-on and connect your Google Docs contract template. Portant scans for merge tags and maps them to your spreadsheet columns.
Step 3
Step 3: Customize your output
Set up your delivery method. Email contracts to signers, save as PDFs in Google Drive, or request eSignatures directly through Portant. Use merge tags in emails too.
Step 4
Step 4: Automate your contracts
Turn on auto-create to generate contracts for every new row. Process rows in batches or schedule the workflow to run at set times.
Benefits
Eliminate unnecessary manual work
Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.
Make your documents more accurate
Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.
Built into Google Workspace
Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.
What teams say about Portant
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions
A confidential disclosure agreement is a contract that binds the parties to protect information they share. It defines what is confidential, how it may be used, and how long the obligations last. It is widely used when organisations exchange sensitive data before a deal or study.
Yes. A confidential disclosure agreement and a non-disclosure agreement are the same type of contract under different names. CDA is the term favoured in life sciences and research, while NDA is more common in technology and general business.
Use a one-way CDA when only one party discloses, for example sharing a protocol with an evaluator. Use a mutual CDA when both sides exchange confidential information as equals, such as two companies exploring a partnership.
A CDA should define confidential information, set out permitted use and the receiving party's obligations, list exclusions, state the confidentiality period, and name the governing law. Clear definitions are what make it enforceable.
Most CDAs set a confidentiality period of two to five years, though some keep obligations in force until the information becomes public. Match the duration to how long the shared information stays sensitive.
Yes, the CDA template is free to edit and Portant can automate and e-sign it. It is a starting point rather than legal advice, so have a lawyer review it for regulated or cross-border work.
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