Non-disclosure agreements (NDAs) are a must for business owners, freelancers, real estate agents, and consultants who need to protect confidential information.
But let’s be honest—writing NDAs from scratch every time is slow, repetitive, and can lead to missed details.
With ActiveMerge, you can generate NDAs in Word or PDF automatically ready to sign using pre-filled legal templates and custom data from a spreadsheet. No coding, no fuss.
Why Is NDA Important?
An NDA is a legal agreement that keeps private information from being shared without permission. It helps protect business ideas, client details, financial records, product plans, and anything you don’t want floating around.
Without it, you’re risking leaks, copycats, or even lawsuits. NDAs set clear boundaries and keep trust intact in professional relationships.
If you’re constantly working with new clients or team members, automating your NDA process saves you from reinventing the wheel and gives everyone peace of mind from day one.
Step 1: Prepare Your Spreadsheet
Create a simple spreadsheet in Excel. Include columns like:
- {Full Name}
- {Email}
- {Phone number}
- {Address}
- {Date}
- {Company Name}
Make sure the headers are clear. These will become the placeholders that ActiveMerge fills into your NDA template.
ActiveMerge only supports Microsoft Excel files. If you’re working in Google Sheets, you’ll need to download your spreadsheet in Excel (.xlsx) format. To do this, go to File > Download > Microsoft Excel (.xlsx).
Step 2. Sign in to ActiveMerge
Go to activemerge.com and log in. If you don’t have an account yet, you can create one in a few clicks. Once inside, go to your dashboard and click “Start New Job” to get started.
Step 3. Upload Your Spreadsheet
Next, upload the spreadsheet you created earlier. You can import it directly from your device.
ActiveMerge will match your spreadsheet data with your template tags.
Step 4: Upload Your NDA Template
Upload your NDA template. ActiveMerge will detect your merge tags automatically.
You’ll see a preview of the template, and the tags will be listed. Make sure they match your spreadsheet column names.
Sample NDA Template:
Step 5: Generate Your NDAs in Bulk
Click the “Preview First Document” button. ActiveMerge will instantly generate a separate, personalized letter for each employee based on the data. You can download the letters as PDFs or DOCs.
Step 6: Review & Share
Open a few of the generated files to double-check that everything looks right. If all’s good, go ahead and share them with your clients or store them for your records. You can automate this whole process as part of your onboarding workflow.
Get the Free NDA Letter Template
Get a copy of the Free NDA Letter template. You can download the Google Docs template in Microsoft Word (.docx) format, as ActiveMerge only supports Word documents.
Final Thoughts
Speed is great, but accuracy is everything when it comes to legal documents. Tools like ActiveMerge don’t just save time, they reduce human error and help you look professional. Whether you’re managing a handful of NDAs or hundreds, this automation step makes a big difference.
Frequently Asked Questions
Can I use my own NDA template?
Yes. Just upload your existing NDA in Word format and use placeholders like {Full Name} or {Date} to insert data.
Do I need coding skills to use ActiveMerge?
Nope. Everything is point-and-click. If you know how to use Excel and upload a file, you’re good to go.
What formats are supported?
You can generate Word documents, PDFs, or both. ActiveMerge also lets you share documents directly or store them in your preferred folder.
