HubSpot workflow
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.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a mutual NDA from a HubSpot company
Two companies about to share numbers, roadmaps or customer lists want the NDA signed before the first screen share. 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, 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. If only you are disclosing, use Non Disclosure Agreement (US). The regional variants are Mutual NDA (GB), Mutual NDA (AU) and Mutual NDA (CA), 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.
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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.
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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.
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Written for two-way sharing. Each party is both a Disclosing Party and a Receiving Party, so one agreement protects both sides equally and neither has to ask the other to sign a second document.
Setup
How to set up the mutual NDA workflow
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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.
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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 state reads California in brackets for both the law and the courts. Replace each once and every NDA carries them.
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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.
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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. In Non Disclosure Agreement (US) only your disclosures are protected, and it ends only by mutual written agreement or when its term runs out.
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 (GB), Mutual NDA (AU) and Mutual NDA (CA). Pick the one that matches where you operate. This one is the US version, with California as the bracketed governing state and MM/DD/YYYY dates.
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