This Mutual Confidentiality NDA template turns HubSpot data into a finished NDA in seconds. Use a Google Doc, Word file, or PDF template and paste HubSpot tags for names, dates, and clauses. Run the automation from the HubSpot record and Portant fills the document automatically. Each generated NDA syncs back into HubSpot as its own record so you never switch apps, and you can export or store outputs as PDF, Word, or Google Doc. Add a review block so managers or legal can approve the NDA before it goes out. Use eSignatures to request signatures from multiple recipients and track each signer’s status inside HubSpot. This stops version confusion, chasing signatures, and lost files. Sales, partnerships, product, and legal teams get consistent NDAs, faster approvals, and clear audit trails. It reduces risk and manual work while keeping every NDA linked to the right HubSpot record.