NDA Requests Free Template

Non-Disclosure Agreements are an important piece of a business operation for customers, sales, and legal teams.

Pipefy’s NDA Workflow Free Template enables you to centralize requests and have full visibility over the end-to-end lifecycle. Easily see how long each request is taking to be approved or to collect the needed signatures.

Not only increase your team’s productivity but also ensure an error-free contract fulfillment by automating your process and automatically generating documents with pre-filled information provided by your team or the customer.

Having all necessary information is mandatory for a successful Non-Disclosure Agreement. When the information is not centralized, teams waste precious time going back and forth in different tools or documents to find what is required to complete the document.

With Pipefy’s NDA requests template, use a Public Form to allow your clients or Sales and Legal teams to make requests directly from external links. The form is fully customizable, and you can have more than one for different types of requests, grouping them in Portals.

Use our Request Tracker feature and allow requesters to follow the progress of each NDA. And Email Templates enable you to automate common responses and notifications for rapid communication. Less work for your team, better service for your customers.

Structure your workflow using Pipefy’s NDA Requests template and customize it your way to fit your needs and process’ specifics.

Guarantee no detail is left behind selecting mandatory fields and choose among different types of fields. This template allows you to standardize the NDA management flow, making it easier for your team to have visibility of the next steps.

Set rules, create checklists, and make sure every phase is followed. You can adapt our phase suggestions or customize the template for your own specific rules. This way, you ensure the contracts have all information and have been approved by the right people, every time.

Automate manual and repetitive tasks to save time to focus on agreements that require attention. Through integration with tools like DocuSign, Adobesign, and others, trigger an e-signature and send emails to the right people to review and sign the document. Seamlessly run your process!

Use customizable reports and dashboards to spot bottlenecks in your process promptly. Improve your lead time and control SLAs to ensure contracts are signed within deadlines.

Pipefy’s Dashboards allow you to visualize the data you want to follow closely. Extract metrics such as lead time, the number of requests received, how many were signed on time, and your team’s productivity.