This Company Non Disclosure (NDA) template creates signed, stored NDAs automatically from HubSpot data. Pull contact and deal fields into a Google Doc, Word file, or PDF template, then generate the document from the HubSpot record. When the automation runs, Portant saves the document details as its own record and fills custom HubSpot properties so you never switch apps. Outputs can also trigger HubSpot workflows for follow-up. Use the template for repeatable NDAs across sales, legal, and partnerships. Stop wasting time editing documents and chasing signatures. Add review blocks to route drafts for approval and collect feedback before sending. Request eSignatures from one or multiple recipients and track signature status inside HubSpot. The template reduces errors, keeps version history, and speeds up deals and partnerships. Legal, sales ops, and partnerships teams get cleaner records, faster approvals, and fewer compliance risks. Set it once and let HubSpot trigger every NDA automatically.