Send non-disclosure agreements for signing in seconds — triggered by a form submission, a CRM event, or a direct API call.
NDAs are often the first document a prospect or partner must sign before a conversation can begin. A slow NDA process — attach, email, follow up, scan back — delays the relationship before it starts. For high-volume teams, manually managing NDAs across dozens of active conversations is unsustainable.
When a prospect fills out a contact form, books a meeting, or reaches a specific CRM stage, trigger an NDA automatically. eSignature API generates the NDA pre-filled with the counterparty's name and company, sends it for signing, and notifies you when it is complete. The prospect signs in under a minute from any device. You have a signed NDA before the first call.
Upload your standard NDA or build it in the drag-and-drop editor. Mark variable fields — counterparty name, company, effective date — for automatic population.
Connect via Zapier, Make, or REST API. When a prospect submits a form or reaches a deal stage, the NDA is generated with their details and sent for signing — no manual intervention.
When the counterparty signs, you receive a webhook. Store the signed NDA in your CRM, your document management system, or your own database — automatically.
When a prospect books a demo via Calendly or HubSpot, trigger an NDA automatically. The signed copy is attached to the CRM deal before the meeting starts.
When a potential partner fills out your partner application form, send a mutual NDA for both parties to sign sequentially.
When an investor requests your data room, send an NDA for signing before access is granted.
During onboarding, send NDAs alongside offer letters in a single signing session.