Contracts & Agreements · community shared

NDA Request Form — shared by the community

Rachel O. shared this 23-question build with 4 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use contracts & agreements form for small teams who need a reliable intake process: 23 questions, 3 pages, 4 conditional rules.

Shared by
Rachel O. · Events coordinator
Questions
23
Replies
23
Copies taken
300
See the library version

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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 3Requester

NDA request

Every question on this page is currently visible.

Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

NDA Request Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in contracts & agreements.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 23 questions across 3 screens.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 17 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • It allows multiple selections without free text.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of NDA Request Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional hiding: if “Direction of the agreement” is Mutual, “Who is disclosing information?” is removed from the form and is never submitted.
  • Features conditional validation: if “Is the counterparty outside your country?” is Yes, “Preferred governing law” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Has the counterparty sent their own NDA?” is Yes, “Upload their draft” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is this request urgent?” is Yes, “Why is it urgent?” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Requester

  • Your namerequired
  • Your work emailrequired
  • Your teamrequired
  • Deal or project namerequired
  • Is this request urgent?required
  • Why is it urgent?
  • Date the signed NDA is needed by

Page 2 — Counterparty

  • Counterparty legal entity namerequired
  • Country of incorporationrequired
  • Registered address
  • Counterparty signatory namerequired
  • Counterparty signatory emailrequired
  • Is the counterparty outside your country?required
  • Have you worked with them before?required

Page 3 — Terms

  • Direction of the agreementrequired
  • Who is disclosing information?required
  • Purpose of the disclosurerequired
  • Types of information to be sharedrequired
  • Confidentiality periodrequired
  • Preferred governing law
  • Has the counterparty sent their own NDA?required
  • Upload their draft
  • Anything else legal should know

Conditional logic in this build

  • WhenDirection of the agreementis Mutual, hideWho is disclosing information?”.
  • WhenIs the counterparty outside your country?is Yes, requirePreferred governing law”.
  • WhenHas the counterparty sent their own NDA?is Yes, requireUpload their draft”.
  • WhenIs this request urgent?is Yes, requireWhy is it urgent?”.

Questions about this shared form

Does it draft the NDA?

No — it captures a complete, structured brief so whoever drafts or reviews the agreement is not chasing basic details.

Why ask for the purpose separately?

The purpose clause defines the permitted use of the information, and a vague one is the most common cause of a redraft.

Can we review their paper instead?

Yes — answering that the counterparty sent their own NDA makes the upload required so legal reviews the actual document.

Can it feed our contract tracker?

Export submissions to CSV or push them onward, since every answer is a structured field rather than free text.

Is the NDA Request Form template free to use?

Yes. You can preview and test NDA Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the NDA Request Form template ask for?

It asks 23 questions across 3 pages, 17 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the NDA Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this contracts & agreements form work?

4 conditional rules ship with the template: Features conditional hiding: if “Direction of the agreement” is Mutual, “Who is disclosing information?” is removed from the form and is never submitted. Features conditional validation: if “Is the counterparty outside your country?” is Yes, “Preferred governing law” becomes mandatory before the form can be sent. Features conditional validation: if “Has the counterparty sent their own NDA?” is Yes, “Upload their draft” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the NDA Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the NDA Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.