This Sample Employee Confidentiality NDA template automates NDA creation using data from HubSpot. Use your Google Doc, Word, or PDF template and Portant will fill fields, generate the document, and save each output as its own record inside HubSpot so you never leave your CRM. HR, people teams, hiring managers, and legal teams can run NDAs from a contact, deal, or company record to remove manual copying, reduce errors, and keep all documents linked and searchable. Add review blocks to require one or more approvers to check drafts before they proceed. Use eSignatures to request signatures from multiple recipients and track signature status in HubSpot. You can swap the Google Doc for Word or PDF files or use your own template. The workflow keeps approvals, signatures, and a document audit trail in one place. This cuts delays, stops version mix-ups, and ensures NDAs are signed fast and stored for compliance.