NDA Template
Non-disclosure agreement template for protecting confidential information.
What's Included:
- Mutual and one-way NDA options with a simple toggle
- Clear definition of what constitutes confidential information
- Specific exclusions for publicly available and independently developed information
- Term and survival clauses specifying how long confidentiality obligations last
Available Formats:
Download Free Template
Enter your email to download this template instantly. We'll also send you tips on financial management.
A non-disclosure agreement is often the first legal document exchanged in a business relationship. Whether you are exploring a partnership, hiring a contractor, or discussing acquisition, an NDA protects your sensitive information from being shared or misused.
The exclusions section is just as important as the definition of confidential information. It carves out information that is already public, was independently developed, or was known to the receiving party before the NDA. Without these exclusions, the NDA could be overly broad and difficult to enforce.
How to Use This Template
Choose NDA Type
Select mutual (both parties share confidential info) or one-way (only one party discloses). The template adjusts the language accordingly.
Define Confidential Information
Customize the definition of what is considered confidential—trade secrets, financial data, customer lists, technical specifications, or business strategies.
Set Term and Sign
Enter the NDA term (typically 1-3 years) and the survival period for confidentiality obligations after termination. Have both parties sign and date.
Frequently Asked Questions
When should I use a mutual vs. one-way NDA?
Use a mutual NDA when both parties will share confidential information (partnerships, joint ventures, M&A discussions). Use a one-way NDA when only you are disclosing (hiring contractors, discussing your business with potential investors). This template supports both with a simple toggle.
How long should an NDA last?
The standard NDA term is 1-3 years, but some information (like trade secrets) should be protected indefinitely. This template lets you set both the active term and a survival period that extends confidentiality obligations beyond the NDA's expiration.
Related Financial Resources
Tired of manual spreadsheets?
FiscalInsights automates everything this template does—plus cash flow forecasting, expense categorization, and real-time insights.
Try FiscalInsights Free