Agreements

Agreements Tab

The Agreements page allows you to create, manage, and track Non-Disclosure Agreements (NDAs) and Teaming Agreements with your partners.

Creating and Managing Agreements

Click New Agreement(s) to select partners and choose the agreement type (NDA or Teaming Agreement). You can create agreements for multiple partners at once. Once you send the agreement, this will be emailed to the recipient you’ve selected. Within the received email, your recipient will be able to access the agreement via a link that is restricted by email and a one-time-email code where they can then download, sign, and then re-upload the agreement.

Once received, it will be viewable within the Agreements tab, where you can choose to approve the response.

Agreement Cards

Each agreement card shows the partner name, contact person and their position, along with status badges (Signed, Pending, Expired, or Cancelled) and type badges (Standard NDA or Teaming Agreement).

Progress Stepper

A visual timeline tracks each agreement through four milestones: Created, Sent, Signed, and Expires. Click incomplete steps to take action—sending the agreement opens a dialog to choose a contact person and optionally attach documents. Marking as signed lets you set the date and upload the executed document.

Agreement Actions

The dropdown menu provides options to send/resend the agreement, view details, edit the contact or type, attach the original document, or delete the agreement. Each card also includes a Note section for internal comments.