HubSpot workflow
Mutual Non Disclosure Agreement
Send a signed mutual NDA before your next discovery call without leaving HubSpot. Portant builds the Google Doc from company and contact records, then collects signatures from both parties.
~5 min setup · Used by 500+ teams
Trusted by 40,000+ teams
Overview
Send a mutual NDA from HubSpot before your next sales call
Most reps still send mutual NDAs the slow way. They copy the prospect's legal name from a HubSpot company record into a Word doc, fill in the effective date, ping legal to spot-check it, then chase a signature through a separate eSign tool. By the time the NDA comes back, the discovery call has already moved.
This template fixes that. Portant pulls the party names, addresses, jurisdiction, and effective date straight from your HubSpot company and contact records into a Google Doc your legal team already approved. eSignatures go out from the same workflow, and the executed PDF lands back on the deal so nothing sits in an inbox.
It suits AEs and BD reps who need an NDA before discovery calls or partner conversations, plus legal teams who want one mutual template the whole company actually uses. The full flow ladders up to contracts, alongside sales agreements and partner paperwork.
Who is this for
Is this template right for you?
Legal, sales, and operations teams managing recurring agreements.
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First NDA out before the discovery call. Reps trigger the workflow from the HubSpot app card and Portant's data merge fills every party field, so the agreement reaches the prospect's inbox in under two minutes.
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One mutual NDA the whole company uses. Counsel owns a single Google Doc template and Portant only changes the merged party data, so legal stops reviewing one-off Word edits each week.
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Signed NDAs live next to the deal. Output management saves the executed PDF back on the HubSpot company record, so legal, sales, and BD all see coverage without searching another tool.
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 authorise the Google Drive folder where your legal team keeps the master mutual NDA template.
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Step 2: Map party fields from HubSpot
In the workflow editor, drop merge tags into the template for company name, address, signer name, signer title, jurisdiction, and effective date, then map each tag to a HubSpot property.
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Step 3: Configure eSignature routing
Pick which signer goes first under eSignatures, set reminder cadence, and add an internal approver if counsel wants to review high-risk counterparties before the NDA goes out.
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Step 4: Trigger and store the result
Choose the HubSpot trigger that starts the workflow, such as a deal stage or app card button, and tell output management where to file the signed PDF on the company record.
Frequently asked questions
A mutual non-disclosure agreement is a contract where both parties agree to protect confidential information they share with each other, often before partnership talks or discovery calls. It's sometimes called a bilateral NDA or MNDA. With Portant, you can generate one from your HubSpot company record in about a minute.
Use a mutual NDA when both sides will share something sensitive, such as a vendor demo where you also share roadmap context, or a partner conversation where each company discusses customer data. Reps using HubSpot can switch templates in Portant based on the deal type without copying the file each time.
Yes. Portant generates the mutual NDA from the HubSpot company record and sends it for eSignature directly from the deal, so the agreement can be in the prospect's inbox within minutes of booking the call. Most teams trigger it from a HubSpot app card or pipeline stage.
A solid mutual NDA template includes both party names and addresses, a definition of confidential information, a term length (one to five years is common), permitted uses, governing law, and signature blocks for each side. Portant merges every variable field from HubSpot so the legal language never changes between deals.
Most mutual NDAs last one to five years, with two years a common default for early sales conversations. The term is set in the agreement itself, and confidentiality obligations can survive after the term ends. You can map the term length to a HubSpot property so different deal types get different durations.
Yes. The same flow runs from a Google Forms intake, which suits small teams or partner managers without a HubSpot seat. The sibling Portant template, non-disclosure-agreement-esign, covers that path, while this version is built for HubSpot-led sales and partnership pipelines.
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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.
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