HubSpot workflow
Mutual NDA (CA)
Bind both sides before a two-way exchange of confidential information. Portant fills the other party's name, address and signer from HubSpot into a Google Doc written for Canada, then sends it to both parties for signature.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a Canadian mutual NDA from a HubSpot company
Two companies about to share pricing, roadmaps or customer lists want the NDA signed before the first call. The delay is rarely legal. It is someone looking up the other side's address, pasting it into last month's file and hoping the old company name did not survive.
This template fills Party B for you. Data merge pulls the company name and street address from the HubSpot company record, stamps the effective date as YYYY-MM-DD, and puts the contact's name and job title in the Party B signature block. eSignatures send it to both parties from the same workflow.
It is mutual because each side shares: every party is a Disclosing Party for what it hands over and a Receiving Party for what it gets. The governing law is the Province of Ontario, Canada, with the province in brackets so you can change it. The regional variants are Mutual NDA (US), Mutual NDA (GB) and Mutual NDA (AU), and the set ladders up to contracts.
Who is this for
Is this template right for you?
Legal, sales, and operations teams managing recurring agreements.
-
Protection in place before the conversation starts. The NDA is generated from the company record as soon as a sales or partner conversation needs it, so confidential information is covered from the first exchange.
-
The same terms on every agreement. One reviewed document means the term, exclusions, return obligations and remedies do not change from one counterparty to the next unless you change them.
-
Written for Canada. Dates print as YYYY-MM-DD, and the governing law and the courts both default to the Province of Ontario, Canada. Swap in your own province once and every agreement follows.
Setup
How to set up the mutual NDA workflow
-
01
Step 1: Connect HubSpot and Google Docs
Open Portant, install the HubSpot app from the Marketplace, and connect the Google Drive account that will hold the NDA template and the generated agreements.
-
02
Step 2: Fill Party A and the purpose once
Party A is your company name and address, both bracketed placeholders. The purpose clause also has a bracketed placeholder for the relationship the parties are exploring, and the governing province reads Ontario in brackets for both the law and the courts. Replace each once and every NDA carries them.
-
03
Step 3: Check the company and contact mapping
Party B's name and street address are mapped to the HubSpot company, and the signer's first name, last name and job title to the contact. Confirm the properties match how your portal names them.
-
04
Step 4: Set the trigger and signing order
Choose the app card button or workflow action that starts the run, set who signs first under eSignatures, and tell output management where to file the signed PDF.
Frequently asked questions
A mutual NDA, or mutual non-disclosure agreement, is a contract in which two parties agree to keep each other's confidential information private and to use it only for a stated purpose. Both sides are bound equally. This template generates one from a HubSpot company record.
Party B's name and street address come from the HubSpot company record, and the signature block uses the contact's first name, last name and job title. The effective date comes from the run timestamp. Party A is fixed text you fill in once.
In a mutual NDA both parties are bound for what they receive, and either can end the agreement with 30 days' written notice. A one-way NDA protects only the information one side discloses. The one-way version for the same region is Non-Disclosure Agreement (CA).
It runs for 2 years from the effective date unless ended earlier by mutual written agreement or by either party with 30 days' written notice. Confidentiality obligations survive for 3 years after each disclosure, and trade secrets stay protected for as long as they qualify.
Yes. The document has a Party A block and a Party B block, and the agreement states that electronic signatures count. Portant sends it for eSignature in the order you choose and saves the signed PDF back on the HubSpot record.
Yes. The regional variants are Mutual NDA (US), Mutual NDA (GB) and Mutual NDA (AU). Pick the one that matches where you operate. This one is the CA version, with the Province of Ontario as the bracketed governing law and YYYY-MM-DD dates.
Related templates
Mutual NDA (US)
Bind both sides before a two-way exchange of confidential information. Portant fills the other party's name, address and signer from HubSpot into a Google Doc written with US conventions, then sends it to both parties for signature.
View template
Mutual NDA (GB)
Bind both sides before a two-way exchange of confidential information. Portant fills the other party's name, address and signer from HubSpot into a Google Doc written for England and Wales, then sends it to both parties for signature.
View template
Mutual NDA (AU)
Bind both sides before a two-way exchange of confidential information. Portant fills the other party's name, address and signer from HubSpot into a Google Doc written for Australia, then sends it to both parties for signature.
View templateJoin over 40k+ teams using Portant
Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Hundreds of contracts go out in a few clicks. The signed ones come back in, and the rest are easy to spot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We're seeing higher average closed revenue with Portant and faster days to close, it's showing us a material impact on sales velocity.
Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it's empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now itβs under two minutes and the documents look better than ever.