NDA Signature Request
An example workflow to send a NDA agreement for signature
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send a non-disclosure agreement and request a signed copy before sharing sensitive information.
- Vendor NDA
- Partnership discussions
- Pre-sales confidentiality
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
NDA for Review and Signature
Hi recipient_first_name,
Please find the NDA for recipient_company_name attached for your review and signature. Please review and return the signed document by due_date.
Let me know if you have any questions or need anything changed.
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow when a prospect, partner, or client needs to review and sign an NDA by a specific date.
What this replaces
This replaces manually drafting NDA requests, remembering to copy legal, attaching the NDA, and retyping due dates and company names.
Why teams standardize this email
NDA requests often happen early in a deal or partnership. A standard workflow helps teams send the right document, include legal visibility, and make the request clear without slowing the conversation down.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the NDA signature request email in Outlook
- Prompts for recipient name, company name, due date, and sender name
- Adds the approved NDA review subject line
- Can CC a configured legal address
- Can include the configured NDA attachment
FAQ
Does Toggles collect signatures?
No. Toggles prepares the email request. Signature collection happens through your document or signing process.
Can legal be copied automatically into the draft?
Yes. This workflow includes a configured legal CC recipient.
Can the NDA attachment be changed before sending?
Yes. The sender can review the Outlook draft and attachments before sending.
Part of a starter pack
Explore the Sales Starter Pack
Give reps a clean set of approved workflows for outreach, demo recaps, proposal delivery, documents, and next-step follow-up while keeping every send human-reviewed.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Legal
See how Toggles helps legal teams standardize repeatable client emails in Outlook.
Sales
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Customer Success
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.