Contract template
CDA Template (Confidential Disclosure Agreement)
Download a free Confidential Disclosure Agreement template, customize the parties and confidential information, and e-sign it in minutes.
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Confidential Disclosure Agreement (CDA) Template
A Confidential Disclosure Agreement (CDA), often used interchangeably with a non-disclosure agreement, is a contract that protects the sensitive information two or more parties share. Our free CDA template gives you a clean, lawyer-style structure you can adapt to clinical trials, research collaborations, vendor evaluations or any situation where one side discloses proprietary data.
Download the template as a Word document, fill in the disclosing and receiving parties, define what counts as confidential information and set the term, then export to PDF or e-sign it. With Portant you can also connect a Google Sheet and generate a signed CDA for every new partner automatically, so your confidentiality paperwork keeps up with your deal flow.
How to automate your confidential disclosure agreements
Step 1
Open Sheet
Select the Google Sheet you want to use as the data source for your contracts. Portant connects directly to your spreadsheet to pull in the data it needs.
Step 2
Connect Template
Connect your Google Docs, Slides, or Sheets contract template. Portant will link it to your spreadsheet data source so it knows which fields to merge.
Step 3
Customize
Customize your contract with merge tags like {{Party Name}}, {{Terms}}, and {{Effective Date}}. Format it with your branding, colours, and layout.
Step 4
Create
Create contracts automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.
How to automate your business contracts with a template
How confidential disclosure agreements automation works
Step 1
Step 1: Open a Google Sheet
Open a Google Sheet with your contract data. Include party names, terms, effective dates, and any other fields you need to merge into your contracts.
Step 2
Step 2: Connect your contract template
Open the Portant add-on and connect your Google Docs contract template. Portant scans for merge tags and maps them to your spreadsheet columns.
Step 3
Step 3: Customize your output
Set up your delivery method. Email contracts to signers, save as PDFs in Google Drive, or request eSignatures directly through Portant. Use merge tags in emails too.
Step 4
Step 4: Automate your contracts
Turn on auto-create to generate contracts for every new row. Process rows in batches or schedule the workflow to run at set times.
Benefits of a cda template
Eliminate unnecessary manual work
Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.
Make your documents more accurate
Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.
Built into Google Workspace
Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.
What teams say about Portant
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions
A confidential disclosure agreement is a legal contract in which one or more parties agree to protect the sensitive information they receive and use it only for an agreed purpose. CDA and NDA describe the same kind of agreement; CDA is common in research, healthcare and pharmaceutical settings.
Yes. A confidential disclosure agreement and a non-disclosure agreement are functionally identical: both keep shared information confidential. If you need a more general version, use our NDA template.
Yes. You can download the Confidential Disclosure Agreement template for free, edit it in Word or Google Docs, and export it to PDF. There is no signup, no watermark and no per-document fee.
Yes. Once you have customized the template you can sign it electronically and request a signature from the other party. Portant lets you send the CDA for e-signature and store the signed copy in Google Drive.
Yes. Connect your Google Sheet of partners or studies to Portant, add merge tags to the CDA template, and a tailored agreement is generated for each row, ready to send and sign.
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