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NDA Management

Run faster research with 98% participant show-up rates

Access 50,000+ verified participants across India. Get insights in 48 hours, not weeks. Streamline everything from recruitment to NDA signatures in one platform that integrates with Slack, Notion, and your existing tools.

Create NDA Template ↗Book a Demo
100%
Digital signatures
98%
Show-up rate
4.8/5
User rating
myparticipantsIntroductionRecording and Screen SharingConfidentialityData UsageNameEnter your nameEmail *email@example.comSign hereFORM ELEMENTSHHeading👤Full Name📄Text Field✉Email Field📱Phone Field✍Signature📎ImageSend NDASend to selected participantsTotal selected3Will receive NDA3Send NDA →NDA STATUSMaria J.SignedBrian H.SentJohn D.Not sent
How it works

From template to signed NDA in 4 steps

Create your NDA template, link it to a project, send it to participants, and track signing status in one workflow. No manual follow-ups, no scattered documents.

NDA Template BuilderDesktopMobileFORM ELEMENTSHHeadingSection title👤Full NameFirst & last📄Text FieldSingle line✉Email FieldWith validation📱Phone FieldPhone input#NumberNumeric only☐Text AreaMulti-line✍SignatureDigital signCanvas SettingsLogoIntroductionRecording & Screen SharingNameEnter your nameEmail *email@example.comSignature

Build Your NDA Template

Use the drag-and-drop form builder to create your NDA. Add headings, text blocks, input fields with validation, phone numbers, images, and a digital signature block. Preview on desktop and mobile. Save as a reusable template.

  • Drag-and-drop form elements
  • Heading, text, email, phone, signature fields
  • Desktop and mobile preview
  • Canvas settings for layout control
NDA FormsManage your NDA forms and templates+ Create NDATEMPLATES+New TemplateUntitled FormFORMSFORM NAMEDATE CREATEDTEMPLATEACTIONSStudy NDAMar 24, 2026Selected👁Prototype Review NDAMar 20, 2026Draft👁

Create & Manage NDA Forms

Create NDA forms from your templates. Manage all your forms in one dashboard — see when each was created, which template it uses, and its current status. Create different forms for different study types — usability tests, prototype reviews, screen recording consent.

  • Create forms from reusable templates
  • Dashboard with all NDA forms
  • Date created, template, and status tracking
  • Multiple templates for different study types
Projects > Experience Lens StudyActiveStudy DetailsScreenerTaskNDAParticipantsCalendarNDA detailsRequest document signature from participants.No NDA linkedLink NDA FormSelect an existing NDA formfrom your organization.Link NDACustom NDA LinkProvide an external link(e.g. DocuSign, Google Docs).https://...SaveSelect an NDA form to link with this project.Study NDAMar 24, 2026Link

Link NDA to Your Project

Each project has a dedicated NDA tab. Link an NDA form you built in MyParticipants, or paste an external link to a DocuSign or Google Docs document. Different projects can use different NDAs based on the study's confidentiality requirements.

  • Dedicated NDA tab per project
  • Link internal NDA forms or external URLs
  • DocuSign and Google Docs supported
  • Different NDAs for different studies
Projects > Experience Lens StudyStudy DetailsParticipants ManagementPARTICIPANTSTATUSNDAACTIONS✓Maria Johnsonemailmaria@hubspot.comNot yet invitedSignedView NDABrian Halliganbh@hubspot.comNot yet invitedSentView NDAJohn Doejohn@example.comNot yet invitedNot sentView NDAJane Smithjane@test.comNot yet invitedNot sentView NDABob Wilsonbob@demo.comNot yet invitedNot sentView NDA1 participant selectedSend NDAInvite now

Send & Track Signatures

Select participants and send the NDA with one click. The system tracks who received it, who signed, and who hasn't. Email notifications go out automatically. View any signed NDA directly from the participant management dashboard.

  • Select participants and bulk-send NDAs
  • Real-time tracking: Sent, Signed, Not sent
  • Automatic email notifications
  • View signed documents with timestamps
Why use our NDA management

Everything you need for research compliance.

From template building to signature tracking — streamline the entire NDA workflow without leaving the platform.

Drag-and-Drop Builder

Build NDA templates visually with headings, text fields, email validation, phone inputs, images, and digital signature blocks.

Digital Signatures

Participants sign directly on-screen with a built-in signature pad. Name, email, timestamp, and signature are all captured and stored.

Link to Projects

Each study gets its own NDA. Link an internal NDA form or paste an external DocuSign / Google Docs link — both work seamlessly.

Bulk Send

Select multiple participants and send NDAs in one click. The system skips anyone who already signed and sends email notifications automatically.

Real-Time Tracking

See NDA status for every participant at a glance — Signed, Sent, or Not sent. View the full signed document with timestamp and signature.

Desktop & Mobile Preview

Preview your NDA template on both desktop and mobile before sending. Ensure the form looks perfect on every device participants use.

Ways to send NDA documents

Two ways to send NDA documents to participants.

Use the built-in NDA flow in MyParticipants, or share your own external signing link. Both options can be linked from the NDA tab in your project.

Option 1 (Recommended): Use MyParticipants NDA Forms

Create your NDA in MyParticipants and link it to your project from the NDA tab. Participants receive the NDA in your workflow, sign digitally, and you can track signed status directly in Participants Management.

Option 2: Add a Custom External NDA Link

If you already use DocuSign, Google Docs, or another signing tool, paste that URL in the Custom NDA Link box in your project's NDA tab. Share that link with participants and manage signatures from your external tool.

FAQ

Common questions about
NDA management.

What is an NDA in UX research?
A Non-Disclosure Agreement (NDA) in UX research is a legal document that participants sign before a study, agreeing not to disclose confidential information about the product, prototype, or research session. It protects your unreleased features, internal data, and proprietary designs from being shared publicly.
Can I customize the NDA template?
Yes. Our drag-and-drop form builder lets you fully customize your NDA. Add headings, text blocks, input fields, email validation, signature blocks, images, and more. You can create multiple templates for different study types — one for usability tests, another for prototype reviews, a third for screen recording consent.
How do participants sign the NDA?
When you send an NDA, participants receive an email notification with a link. They open the form, review the terms, fill in their name and email, and sign digitally using our built-in signature pad. The signed NDA is stored on your dashboard with a timestamp.
Can I use my own NDA from DocuSign or Google Docs?
Yes. When linking an NDA to a project, you can either select an NDA form you built in MyParticipants or paste a custom external link (DocuSign, Google Docs, or any URL). Both options are supported from the project NDA tab.
Can I send NDAs in bulk to all participants?
Yes. From the Participants Management tab, select one or more participants and click Send NDA. The system shows you how many will receive the NDA, how many already signed (skipped), and lets you choose the template. Email notifications are sent automatically.
How do I track which participants have signed?
The Participants Management tab shows a dedicated NDA column for every participant. Status is clearly marked as 'Sent', 'Not sent', or 'Signed'. You can also click 'View NDA' to see the full signed document with the participant's signature and timestamp.
Can I link different NDAs to different projects?
Yes. Each project has its own NDA tab where you link a specific NDA form. Different studies can use different NDA templates depending on confidentiality requirements, recording consent needs, or data usage policies.
Is the digital signature legally valid?
Our digital signature captures the participant's drawn signature along with their name, email, timestamp, and IP address. This creates a clear audit trail. While legal enforceability varies by jurisdiction, this meets the standard for most UX research contexts. For high-stakes legal needs, you can link an external DocuSign document.

Ready to streamline your research NDAs?

Build your first NDA template in minutes. Send for signature, track status, and keep your research compliant.

Create NDA Template ↗Book a Demo
Free consultation - No commitment