M&A NDA Template

Automate and sync all your m&a ndas in HubSpot using this Google Doc template

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Portant

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Use this M&A NDA template to create and send non-disclosure agreements fast from HubSpot. Pull deal and contact data directly from HubSpot to fill names, dates, and deal terms. Run the template from a HubSpot record and Portant creates the document in seconds. The signed NDA is saved back to HubSpot as its own record, so you do not switch apps. Legal, corporate development, and deal teams save time and avoid errors. Run it from the Portant app card in HubSpot. Add review blocks for approval steps so lawyers and deal leads can review before sending. Request eSignatures from multiple recipients and track who has signed. Use Google Docs, Microsoft Word, or PDF templates and export outputs as needed. Automate emails and store all outputs in Drive and HubSpot. Permissions ensure only approved users can change clauses. This removes manual copying, reduces missed signatures, and keeps every NDA linked to the right deal.

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See why 40k teams have switched to Portant. In a few mins, we'll show you how to transform your sales workflows and close more deals.

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