This CDA template lets teams quickly create confidential disclosure agreements using HubSpot data. Pull fields from any HubSpot object to fill your Google Doc, Word file, or PDF template. Run the automation from the HubSpot record and Portant generates the CDA and saves the output back to HubSpot as its own record, so you never switch apps. Swap templates easily and avoid manual copying, version errors, and slow turnaround. Ideal for legal, sales, and partnership teams. Add review blocks to require one or more approvers to check each CDA before it proceeds. Use built-in eSignatures to collect signatures from multiple recipients in order. Each signed CDA is stored, versioned, and linked back to the HubSpot record so your CRM shows final status and attachments. Cut approval time, reduce errors, and keep every NDA or CDA traceable. Set recurring automations or trigger per deal to make the process repeatable.