Create and automate Invention NDAs using HubSpot data and your document templates. Fill a Google Doc, Word file, or PDF with fields from HubSpot and generate the NDA without leaving the CRM. Each NDA is saved back to HubSpot as its own record so you always see status and history. Run the template from a deal, ticket, or company and produce ready-to-sign files with inventor names, dates, and ownership clauses filled in. Stop chasing signatures and switching apps. Add a Review Block so legal or product reviewers can pause, edit, and approve drafts right inside HubSpot. Then send eSignature requests to one or multiple recipients and collect signed NDAs automatically. Approval steps, signature events, and document status stay linked to the HubSpot record. Research, product, and legal teams save time, cut errors, and protect inventions with a single, secure workflow. This template is essential.