Help · Use cases · Contracts & NDAs
Contracts & NDAs at scale
Standard agreements (NDAs, freelance contracts, service agreements) usually only differ by a few fields per client. Generate them all from a master template.
The setup
- NDA (free): mutual non-disclosure agreement
- Freelance contract (Pro): engagement contract with rates and milestones
Customize the templates with your legal-reviewed language. Save a copy per agreement type in a "Templates" folder in Drive.
Per-engagement sheet
One row per new engagement. Suggested columns:
Client | ClientAddress | Type (NDA / Freelance / SaaS) | StartDate | EndDate | Rate | Scope | Jurisdiction
Pick the right template at generation time
For a small batch of mixed agreement types:
- Filter your sheet to show only NDA rows → generate with the NDA template
- Clear the filter, filter for Freelance → generate with the Freelance template
Smart templates for variations (Starter+)
Different governing law per jurisdiction
This Agreement is governed by the laws of {{Jurisdiction}}.
{% if Jurisdiction contains "France" %}
Disputes will be resolved in the competent French courts.
{% else %}{% if Jurisdiction contains "Delaware" %}
Disputes will be resolved per Delaware corporate law.
{% endif %}{% endif %}
Optional clauses based on engagement size
{% if Amount > 50000 %}
Liability is capped at the total fees paid in the preceding 12 months.
{% endif %}
Signature workflow
Sheet to PDF generates the PDF. For signatures, you have options:
- Print + sign + scan: traditional, but slow
- DocuSign / HelloSign integration: upload the generated PDF, send for signature, track in a separate column
- Drive native signature: open the PDF in Google Drive → use the eSignature feature (Workspace Business plans)
Legal considerations
⚠️ The built-in templates are generic. Always have your lawyer review your template before using it in real business contexts, especially for:
- Governing law and jurisdiction clauses
- Limitation of liability language
- Industry-specific compliance (GDPR, HIPAA, etc.)
- Cross-border enforceability
Sheet to PDF is the generation tool — the content is your responsibility.