NDA for sales teams that send it before the deep-dive demo

On the Business and Company plans you connect HubSpot or Salesforce and choose the stage that triggers an NDA, for example "Technical evaluation". When a rep moves a deal into that stage, NonDisclosures picks the company and contact from the deal, fills the template your team approved and sends it for signature. The rep does not open another tool.

1. Connect your CRM and pick the trigger stage and the default template.
2. Lock the clauses your legal team cares about, such as governing law, term and the definition of confidential information, so reps cannot change them by accident.
3. A deal enters the stage, the NDA is generated and the prospect receives a personal signing link by email.
4. The prospect signs in the browser with a typed or drawn signature. No account is needed on their side.
5. Status updates flow to Slack if you connect it, and the signed PDF lands in your NDA register.

The setup is described step by step on the HubSpot NDA integration page, and the same logic applies to Salesforce NDA automation.

Sales wants speed and legal wants consistency. Team templates with locked clauses give both. Reps pick the counterparty and the purpose, and everything that matters legally stays fixed. If someone tries to change a protected clause, an approval rule routes the change to an admin before the NDA can go out.

When the prospect insists on its own paper, which large buyers often do, the rep uploads it and runs an AI review. The review returns a summary, a risk score from 0 to 100 and flags with a severity, such as a perpetual term, one-sided obligations in a document titled mutual, a missing compelled disclosure exception, or a non-compete or IP assignment hidden inside a confidentiality agreement. Each flag includes why it matters and a suggested fallback, so the rep knows what to send back to legal and what is routine.

• Roles. Admins manage templates and rules, editors send NDAs, viewers can look up the register.
• Flat team price. Plans are priced per team, not per seat, so adding a rep does not change the bill.
• AI drafting. On Business and Company, a rep can describe the deal in plain English and the AI fills the template options, while the wording stays inside your approved clause library.

Every NDA has a visible status: draft, sent, viewed, partially signed, signed, declined, expired or voided, with a timeline per signer. If the prospect opened the link but did not sign, the rep can nudge from the same screen instead of writing another email. Declines show up immediately, which is useful when a procurement team rejects the template and you need to switch to their paper.

Once signed, the agreement gets an end date calculated from the term clause, and reminders arrive 60, 30 and 7 days before it expires. Long sales cycles and multi-year customers outlive NDAs more often than teams expect, and the reminder gives you time to renew before the next sensitive conversation.

Reps, account managers and partner teams ask this question constantly. The register answers it in one search by counterparty, owner, type, status or expiry, and exports to CSV for pipeline reviews. Older agreements signed elsewhere can be uploaded as PDF or DOCX, and on paid plans AI extracts the parties, term, governing law, expiry and key terms so they sit in the same list as the new ones. The register is part of every plan.

Starter suits a founder-led sales motion that sends NDAs by hand. Most teams with a CRM process start on Business. Yearly billing is the default and saves 50 percent.