Contract template

Indemnity Agreement Template

Create, customize, and e-sign an indemnity agreement in minutes. Free template, automated with Google Docs.

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Indemnity Agreement Template - template in Portant

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What is an indemnity agreement?

An indemnity agreement is a contract in which one party agrees to cover the losses, damages, or liabilities of another. The party giving the indemnity, the indemnitor, takes on a defined risk so the other party, the indemnitee, is protected if something goes wrong. It is also known as a hold harmless agreement.

Use an indemnity agreement whenever one side should bear a particular risk: a contractor working on your site, a service provider handling your data, an event participant, or any deal where you want to be made whole for specific losses.

A clear indemnity agreement defines exactly which losses are covered, any limits or caps, when the indemnity is triggered, how claims are handled, and the governing law. Tightly scoped indemnities are far easier to enforce than open-ended ones.

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 indemnity agreement template to get started.

How to automate your contracts

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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.

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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.

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Step 3

Customize

Customize your contract with merge tags like {{Party Name}}, {{Terms}}, and {{Effective Date}}. Format it with your branding, colours, and layout.

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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 1: Open a Google Sheet

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 2: Connect your contract template

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 3: Customize your output

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.

Step 4: Automate your contracts

Benefits

Eliminate unnecessary manual work

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

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.”

sam clarkeSC

Sam Clarke

Co-Founder, Clipboard

“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”

matthew bMB

Matthew B

Founder & Leadership, Upflowy

“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.”

lukas gLG

Lukas G

E-commerce Business Owner

“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!”

duncan iDI

Duncan I

Web, Google & WordPress

“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”

jordan hJH

Jordan H

Administrator, Mid-Market

“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.”

sam clarkeSC

Sam Clarke

Co-Founder, Clipboard

“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”

matthew bMB

Matthew B

Founder & Leadership, Upflowy

“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.”

lukas gLG

Lukas G

E-commerce Business Owner

“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!”

duncan iDI

Duncan I

Web, Google & WordPress

“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”

jordan hJH

Jordan H

Administrator, Mid-Market

Frequently asked questions

An indemnity agreement is a contract where one party agrees to compensate another for specified losses or liabilities. It shifts a defined risk from one party to the other, so the protected party is covered if a particular problem arises.

They are closely related and often combined in one clause. To indemnify means to compensate for a loss, while to hold harmless means not to hold the other party responsible for it. Many agreements use both together to give broad protection.

An indemnity agreement should define the covered losses, any caps or exclusions, the trigger for the indemnity, the process for making and defending claims, and the governing law. Clear scope is what keeps the obligation enforceable.

No. Insurance is a policy with a regulated insurer that pays out on covered events, while an indemnity agreement is a private contract between two parties. They can work together, but an indemnity does not replace appropriate insurance.

An indemnity clause is a section inside a larger contract, while an indemnity agreement is a standalone document focused entirely on the indemnity. Use a standalone agreement when the indemnity is the main point, and a clause when it is part of a wider deal.

Yes, it is free to edit and Portant can automate and e-sign it. Indemnities can carry significant liability, so treat the template as a starting point and have a lawyer review the scope and caps.

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