This Freelancer NDA template creates signed and trackable NDAs using your HubSpot data. Pick a template (Google Docs, Word, PDF, or your own file), insert HubSpot tags, and run the automation from the HubSpot record. Portant generates the document, can convert to PDF or Word, and then saves document details back into HubSpot as its own record and custom properties. You never have to switch apps to create, store, or trigger follow-up workflows. Use review blocks to add approval steps so managers or legal can approve NDAs before sending. Request eSignatures from one or many recipients and track who signed and when. This template removes manual data entry, lost files, and delays by auto-filling contact and deal fields from HubSpot. Freelance managers, creative teams, agencies, and legal teams will save time and reduce risk. It’s a must-have for teams who hire contractors and need consistent, signed agreements fast.