NDA Request
This process involves the error-proof and flawless execution of signing Non-Disclosure Agreements (NDAs) to avoid future complications. Automation plays a key role in simplifying and streamlining the entire workflow.
Workflow Steps
Step 1 - Generate & Send NDA for e-Signature
A salesperson or business development manager initiates a request. The system automatically generates the correct NDA from a template and sends it to the third party for electronic signature via a tool like DocuSign.
Step 2 - Monitor Signature Status
The system tracks whether the NDA has been viewed and signed. Automated reminders can be sent to the recipient if they have not signed it after a certain period.
Step 3 - Internal Counter-signature
Once the third party signs, the NDA is automatically routed back to an authorized person within the company (e.g., a sales leader or legal counsel) to be counter-signed.
Step 4 - Archive Executed Agreement
The fully executed (signed by both parties) NDA is automatically saved to a central contract repository, and relevant parties are notified that confidential discussions can now begin.
The Purpose of NDA Request
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