Contract template

Mutual Disclosure NDA Template

Automatically create mutual disclosure agreements with this NDA template.

Automate Workflow

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Mutual Disclosure NDA Template

Understanding the importance of a mutual NDA is crucial for businesses and individuals looking to protect their confidential information. A mutual non-disclosure agreement, or mutual NDA, is a legal contract between two parties that ensures both sides keep shared information private. This mutual confidentiality agreement is essential when both parties are exchanging sensitive data, such as during business negotiations or collaborations. To simplify this process, a mutual disclosure NDA template can be a valuable tool, offering a structured format that ensures all necessary legal elements are included.

Portant offers an innovative solution to automate your mutual NDA agreement using Google Docs. With Portant, you can easily customize a mutual non-disclosure agreement template to fit your specific needs. This automation not only saves time but also reduces the risk of errors that can occur when drafting a mutual NDA manually. By using Portant's mutual NDA template free, you can ensure that your mutual non disclosure agreement is both comprehensive and legally sound. The ease of use and accessibility of this tool make it an excellent choice for anyone needing a mutual NDA example or a mutual non disclosure agreement pdf.

For those unfamiliar with the mutual NDA meaning, it is essentially a safeguard for both parties involved in a transaction or partnership. By utilizing a mutual NDA template, you can ensure that all parties understand their obligations and the importance of maintaining confidentiality. Portant's automated workflow, accessible through this link, provides a seamless way to create a mutual non disclosure agreement example that meets your specific requirements. Whether you're a small business owner or part of a larger corporation, Portant's solution is designed to streamline the process, making it easier than ever to protect your sensitive information.

How to automate your mutual disclosure agreements

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!