An NDA is a confidentiality agreement. You send it from your saved documents.
Why it matters
It protects the deal information you share before anything is final.
Steps
- Open Documents, then Templates. Find the NDA under "Your documents" and choose Send for signature. The window "Send NDA" opens.
- Fill in the boxes and read "Check the pages before you send".
- In the Who signs block, choose Signs or Gets a copy for each person, and enter their names and emails.
- Choose Send for signature. It costs 12 credits.
- Open Sent for signature. When it says Signed by everyone, choose Download signed.
Good to know
- Read the pages before sending, so you can see what each person will sign.