This General NDA template creates ready-to-send non-disclosure agreements using your HubSpot data. Pick your template (Google Docs, Word, or PDF), map HubSpot fields, and run the automation directly from a HubSpot record. Portant fills the document, generates an output file, and saves it back to HubSpot as its own record and custom properties. That means you don’t need to switch apps to create, view, or trigger follow-up workflows from the generated NDA. Add Review Blocks to route NDAs to reviewers and require approval from one or all selected team members before sending. Use eSignature requests to collect signatures from multiple recipients and track status in HubSpot. The template reduces back-and-forth, missing data, and unsigned agreements by enforcing review steps and signing order. Every output stores an audit trail and status on the HubSpot record so legal, sales, and operations teams can find signed NDAs and act without searching other tools.