Send NDA to suppliers for signature

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement (NDA) and send it for signing to the suppliers and third parties and review the signed and completed NDA.

    Avant de commencer

    Role required: Procurement specialist

    Procédure

    1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    2. Select the list icon and select All work > Cases.
    3. Select the applicable Send NDA for Signature case from the list for further processing.
    4. Complete the steps in the various stages and activities of the Send NDA for signature playbook.
      Tableau 1. Stages in send NDA for signature playbook
      Stage Activity Activity Details
      Review case Assign case Use this activity to assign the case to a different person or keep the case assigned to you.

      You can do the following:

      • In the Assigned to search field, search for and select the person that you want to assign the case to.
      • In the Short description field, update the description for the case.
      • Select one of the following actions:
        • Select Save to save your changes.
        • Select Start work to start working on the case.
      Update case to Work in progress Updates the case state to Work in progress
      Prepare NDA Select document tamplte In the Document template field, select Supplier NDA draft.

      Select Continue.
      Identify internal signer In the Internal Signer field, select the name of the signer.

      Select Continue.
      Identify supplier's signer Do the following:
      • In the Supplier contact field, enter the name of the supplier contact.
      • In the Signatory email field, enter a valid email ID of the supplier or third-party signer.
      • In the Signatory title field, enter a title for the supplier or third-party signer.
      • In the Authorized signatory name field, enter the name of the supplier or third-party signer.

      Select Save.
      Signer details are updated on procurement case The details are added to the procurement case.
      Get signer details The signer details are displayed.
      Review signers Review the signer details and select Save and create NDA.

      An NDA is created with the document template that was defined in Define NDA content and update the list of signers. A contract is also created in parallel and displayed here.
      Create contract and update case Creates a contract and updates the procurement case.
      Review document Review the NDA and check that all details are correct before sending it for signing.
      Send document for signature

      Select Send NDA to send the NDA for signing to the suppliers and third parties.

      The NDA is sent to the signers and corresponding document tasks are automatically created for them.
      Remarque :
      If document tasks are not getting created, verify that the integration with DocuSign is set up correctly.​
      Review completed NDA Wait for the NDS to be signed and completed Check if you have received the signed document. Open and verify the signed NDA attachment for completion and select Continue.
      Close case Notify the requestor

      Email the requestor that the NDA has been signed.

      A draft email appears with pre-populated data in the Subject field. The email body is pre-populated with the relevant text.

      Select Send Email to send the email.
      Complete case

      Use this activity to add work notes and close the case.

      Do the following:
      • In the Work notes field, add any comments about the case.
      • In the Close notes field, add any closing comments.
      • Select Complete case.
      Update case to complete Updates the case to Closed Completed.