Use this Client Confidentiality NDA template to generate and send signed NDAs directly from HubSpot records. Pull contact, deal, and company fields into your template and choose Google Docs, Word, or PDF as the output. Run the automation from a HubSpot object or Portant, and every generated NDA is saved back to HubSpot as its own record and properties. No app switching, no manual data entry, and clear audit details stored on the HubSpot object. Add review blocks for internal approval and route drafts to managers before sending. Request eSignatures from one or multiple recipients and track signature status in real time. Legal, sales, account teams and onboarding staff save hours and reduce risk by using consistent, approved language and an auditable signature trail. The template cuts repetitive editing, avoids lost versions, and triggers HubSpot workflows so you can automate follow ups and next steps without leaving HubSpot.