Creating a Non-Disclosure Agreement (NDA) form is a crucial step in safeguarding your business's confidential information.
Whether you're working with employees, contractors, or partners, an NDA ensures that sensitive data stays protected and proprietary knowledge remains secure.
For a successful NDA form, you'll need the following:
Appropriate fields, including email verification;
Option to sign it;
Option to export the results in PDF;
Secure system for storing the data.
🧩 Template: You can use the pre-made template and adjust it according to your needs. Starting from only adding your company's name to fully changing it.
Step 1: Create a form
Go to your dashboard, click on + New Formaloo, and choose Form. Then name the document.
This will open a pre-made dashboard with a template of the form inside it. You can customize both - the dashboard and the template too.
Let's start with the form.
To go to the form editor, click on the edit form.
Step 2: Add relevant fields to the form
You can go ahead and remove fields in the template and add relevant ones.
🎥 Tutorial: Learn the basics of editing forms: how to add and remove fields, how to share and embed them, how to track responses and leads, and how to organize the data.
For the NDA form, you might need the following fields:
Text field
To ask for the other party's name
To type in information about parties disclosing information
Content field
To write terms and conditions or provisions of the document'
To write filler sentences, such as "and is by and between:"
Email verification field
To verify the other party's email
To get an electronic signature
Date field
To date the document
Multiple choice field
For the other party to agree to the form by checking the mark
Phone field
To collect response's side phone number
City field
To collect the other party's location
✨ Tip: Don't forget to customize the text on the ending page.
Step 3: Customize the form
Add a logo, and cover picture, and change the form colors to match your company's branding. This all can be done from the design tab on the right sidebar.
✨ Tip: Feel free to edit the texts by selecting them. The editing window will appear.
Step 4: Share the form
Once you're happy with the form, it's time to share it. Click on the share button in the form editor.
From here, you can change the slug (ending of the URL) of the form and also set your custom domain. Simply click on the ending and type in the desired words.
Make sure, they're all lower-case letters, and instead of space, use "-".
From here you can just copy the link and share it to get responses, or you can also embed it.
You have several options: to embed on your website, as Iframe, Script, or a chatbot. Just copy&paste the code provided by us. All the preview options are also available below.
Step 5: Manage responses & export into PDF
There are different ways to view form responses. From our different data-view options, the one that might be preferred is a table view.
Important: Make sure to allow edit mode from the top right of the window to be able to customize the dashboard and expand the results.
To download responses as PDF, expand the desired answer, then click on Download PDF.
✨ Formaloo is fully GDPR and HIPAA-compliant, ensuring the safety of your data.