Contract template

Investor NDA Template

Automatically create investor ndas with this NDA template.

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Investor NDA Template

When dealing with potential investors, safeguarding your business's sensitive information is crucial. An investor NDA template, also known as a non-disclosure agreement template, ensures that your confidential data remains protected. This NDA form is a vital tool for startups and established businesses alike, providing a legal framework to prevent unauthorized disclosure of proprietary information. Whether you're looking for a mutual NDA or a unilateral NDA, having a standard NDA template at your disposal can streamline the process. Portant offers a seamless solution to automate your NDA document creation using Google Docs, making it easier than ever to generate a comprehensive NDA agreement template.

Portant's platform allows you to access a free NDA template that can be customized to fit your specific needs. With options for an NDA template PDF, NDA template Word, or even a simple NDA template, you can ensure that your confidentiality agreement is tailored to your business requirements. This flexibility is essential for businesses in California or anywhere else, as it allows you to adhere to local legal standards. By using Portant, you can efficiently manage your NDA forms, ensuring that your NDA contract template is both legally sound and easy to understand. Explore the Portant workflow to see how you can automate your NDA agreement form creation today: Portant NDA Template.

For businesses seeking a reliable NDA sample or a comprehensive NDA agreement example, Portant provides a robust solution. Whether you need a mutual non-disclosure agreement template or a one-way NDA template, Portant's platform simplifies the process. From an NDA template for startups to a generic NDA template, you can find the right NDA format for your needs. With Portant, creating a legally binding NDA document is straightforward, allowing you to focus on what matters most—growing your business. Don't leave your confidential information unprotected; use Portant to automate your NDA forms and ensure your business's security.

How to automate your investor ndas

Open Sheet

Select the Sheet you want to create contracts from.

Connect Template

Connect a Google Doc contract template

Customize

Click 'insert' to place tags in your contract template

Create

Then generate a contract from your Google Sheet

How to automate your business contracts with a template'

How It Works

Step 1 - Select your Sheet

To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:

Step 2 - Select your contract template

When you connect your Google Sheet, you can replace our contract template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with a contract😀)

Step 3 - Customise the contract

Open the document block and add tags into your contract template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)You can use data grouping to insert multiple rows from your Google Sheet into the same contract (e.g. if your line items are split on separate rows in your Google Sheet)

Step 4 - Customise the email

Open the email block and customise how you'd like to share your contract. You can also edit the email contracts are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your contracts will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!

Benefits

Eliminate unnecessary manual work

Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.

Make your documents more accurate

Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.

Built into Google Workspace

Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.

What they say about Portant

This product is a gamechanger for all of those painful manual document merges, love what you and the team have built!

Matthew B.

Founder & Leadership at Upflowy

Love this product, have been using it for over a year and the integration to Google Workspace is awesome. I've provided feedback in the past and these features are now in the product so lots of credit for listening to your users!

Duncan I.

Web, Google & WordPress

Portant takes the boring repetition out of my invoicing, plus I’m now creating personalised slideshows for each of my clients, all automatically. Wish I’d had this sooner!

Alec B.

Lead UX Architect

Portant is incredible! With Portant's AI feature, I generated a marketing plan tactic in seconds and totally automated from a Google Form. I can't wait to launch my lead generation campaign using this tool.

Luján D.

Marketer

Portant helps us automate workflows related to many document types - proposals, invoices, contracts, and pitch decks. It saves us time generating the documents and has eSign built in. Portant's customer support are very responsive to any questions or feature suggestions too.

Collis M.

Technology, Software

From a single master database I can create mail merged .pdfs, emails envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.

Greg P

Large Nonprofit

This software brilliantly takes over the tedious process of creating and sending invoices, a task that used to consume a considerable chunk of my time. With just a few clicks, I can now generate invoices, dispatch them to clients, and maintain a systematic record in Google Sheets. This not only saves time but massively reduces errors of data entry.

Lukas G.

E-commerce Business Owner

Truly a gamechanger! There are a number of things that I want to do but doing manually would waste a ton of time. Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!