Guides
NDA guides for sales, HR and deal teams
How to choose, draft, negotiate, sign and track non-disclosure agreements, written for the people who send them every week. General information, not legal advice.
-
§ 1 Guide
NDASend NDAs From HubSpot Automatically
How to send the right NDA from HubSpot when a deal
Send NDAs From HubSpot Automatically
How to send the right NDA from HubSpot when a deal reaches the right stage, map deal fields into the agreement, avoid duplicates and get the signed status back on the deal.
Read the guide -
§ 2 Guide
NDARed Flags in a Counterparty NDA
The clauses worth pushing back on when the other side sends
Red Flags in a Counterparty NDA
The clauses worth pushing back on when the other side sends their own NDA, why each one matters, and a reasonable fallback to propose.
Read the guide -
§ 3 Guide
NDANDA Tracking Across a Growing Company
How to track NDA expiration dates once you have more than
NDA Tracking Across a Growing Company
How to track NDA expiration dates once you have more than a handful of agreements, from the three dates that matter to the register that replaces the spreadsheet.
Read the guide -
§ 4 Guide
NDAHow Long Should an NDA Last by Use Case
Most NDAs run 1 to 3 years with a confidentiality period
How Long Should an NDA Last by Use Case
Most NDAs run 1 to 3 years with a confidentiality period of 2 to 5 years after that, and trade secrets protected for as long as they stay secret. Here are sensible term and survival periods by use case.
Read the guide -
§ 5 Guide
NDANDA vs Non-Compete and What an NDA Can Restrict
An NDA protects information, a non-compete restricts work. Adding a non-compete
NDA vs Non-Compete and What an NDA Can Restrict
An NDA protects information, a non-compete restricts work. Adding a non-compete clause to an NDA is legal in some states and void in others. Here is where the line sits and how to avoid a hidden non-compete.
Read the guide -
§ 6 Guide
NDANDA Clauses Explained in 12 Terms That Matter
Most NDAs look alike, but twelve clauses decide what is protected,
NDA Clauses Explained in 12 Terms That Matter
Most NDAs look alike, but twelve clauses decide what is protected, for how long and what happens when something leaks. Here is what each NDA clause does and what to check before you sign.
Read the guide -
§ 7 Guide
NDAMutual NDA vs One-Way NDA and When to Use Each
A mutual NDA protects both sides, a one-way NDA protects only
Mutual NDA vs One-Way NDA and When to Use Each
A mutual NDA protects both sides, a one-way NDA protects only the party that discloses. Here is how to pick the right one for sales calls, vendors, hiring, investors and acquisitions.
Read the guide