This Unilateral NDA template creates one-sided confidentiality agreements fast. Pull contact, company, deal, and custom fields from HubSpot to fill the document automatically. Run the workflow from a HubSpot record or from Portant and generate a Google Doc, Word file, or PDF. Each signed or generated file appears back in HubSpot as its own record, so legal, sales, and operations teams never leave HubSpot to track NDAs. It removes manual copy-paste and missed updates. Add a Review Block to route drafts for approval and show comments inline. Add eSignature placeholders to collect one or multiple signatures and send signature requests from HubSpot. You can use a Google Doc template or swap in Word or PDF templates and export final copies in any format. All actions — approvals, signature status, and final documents — sync to HubSpot. This reduces approval delays, legal risk, and saves time for customer success, sales, and legal teams.