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Confidentiality agreement template: free in Word, or sign it online

Reviewed in October 2026

A confidentiality agreement is a contract that keeps the information two businesses exchange during a working relationship private. It suits suppliers, clients and service providers who will share data for months, not only during one meeting. Fill it in here and both sides sign online.

Ten documents free, no card. Signed by the company and the recipient.

Confidentiality agreement example, filled in with sample data
Example filled in with sample data

The full confidentiality agreement

CONFIDENTIALITY AGREEMENT

This Confidentiality Agreement (the "Agreement") is made on [date] between [Company name], a [state] [type of entity] with address at [address] (the "Company"), and [Recipient name], with address at [address] (the "Recipient").

The Company and the Recipient have a working relationship for [description of the relationship, for example the supply of packaging services] (the "Relationship"). During the Relationship the Company will share information that it wants to keep private.

1. Confidential Information

"Confidential Information" means all non-public information the Company shares with the Recipient during the Relationship, in any form. It includes customer and supplier data, prices and margins, formulas, processes, product plans, source code, marketing plans and personal data of employees or customers.

2. What is not confidential

This Agreement does not cover information that (a) is public through no fault of the Recipient, (b) the Recipient lawfully knew before the Relationship, (c) the Recipient lawfully receives from a third party without restriction, or (d) the Recipient develops independently.

3. Use and protection

The Recipient will use the Confidential Information only to perform the Relationship. It will keep it secure with at least the care it uses for its own confidential information and never less than reasonable care.

The Recipient may share the Confidential Information only with its personnel and subcontractors who need it for the Relationship and who have signed duties of confidentiality at least as strict as these. The Recipient is responsible for any breach by them.

4. Personal data

If the Confidential Information includes personal data, the Recipient will process it only on the Company’s instructions, will apply reasonable security measures and will tell the Company within [72] hours after learning of any unauthorized access.

5. Legal requests

If a law or court order requires the Recipient to disclose Confidential Information, the Recipient will give the Company prompt notice, where legally allowed, so the Company can seek protection, and will disclose only what is required.

6. Return of information

When the Relationship ends, or earlier if the Company asks, the Recipient will return or securely delete all Confidential Information within [15] days and confirm it in writing. Copies kept in routine backups stay protected by this Agreement until deleted.

7. Duration

The duties in this Agreement last during the Relationship and for [3] years after it ends. Trade secrets stay protected for as long as they remain trade secrets.

8. Whistleblower immunity notice

If the Recipient is an individual: Under 18 U.S.C. 1833(b), an individual is not held criminally or civilly liable under any federal or state trade secret law for disclosing a trade secret (a) in confidence to a federal, state or local government official, or to an attorney, solely to report or investigate a suspected violation of law, or (b) in a complaint or other document filed under seal in a lawsuit. An individual who sues an employer for retaliation for reporting a suspected violation of law may disclose the trade secret to their attorney and use it in the court proceeding if the document is filed under seal and is not disclosed except by court order.

9. Remedies

The Company may seek an injunction to stop an actual or threatened breach, in addition to damages and any other remedy.

10. General terms

This Agreement is governed by the laws of [state]. It does not create a partnership, agency or employment. If a clause is held unenforceable, the rest stays in force. The parties agree to sign electronically, with the same effect as a handwritten signature.

COMPANY

Signature: ______________________

Name: [full name]

Title: [title]

Date: [date]

RECIPIENT

Signature: ______________________

Name: [full name]

Title: [title]

Date: [date]

What the template includes

  • A description of the working relationship that frames the agreement
  • A broad definition of confidential information for daily operations
  • The four standard exclusions
  • Use only to perform the relationship, with reasonable care
  • Sharing with staff and subcontractors bound by the same duties
  • Handling of personal data and a breach notice within hours
  • Steps when a court or authority asks for the information
  • Return or secure deletion when the relationship ends
  • Duration during the relationship and after it
  • Whistleblower notice when the recipient is a person
  • Injunction, governing law and consent to sign electronically

What you fill in

FieldExample
DateOctober 21, 2026
CompanyBluebird Coffee Roasters, Inc.
RecipientPrairie Packaging LLC
RelationshipSupply of printed coffee bags
Hours to report a data breach72 hours
Days to return or delete15 days
Years after the relationship3 years
Governing lawState of Colorado

How it gets signed

  1. 1Choose “Use this template”, fill in the fields and read the full confidentiality agreement once more.
  2. 2Send it by WhatsApp or email. The other party opens the link on their phone without an account.
  3. 3They tap the brown bar at the bottom that says “Sign as …” and draw their signature with a finger.
  4. 4Everyone gets the signed PDF with its signature certificate. Anyone can check it at signsolu.com/verificar.

Before signing, each signer agrees to sign electronically. The screen links to the electronic signature disclosure the ESIGN Act asks for.

Your first ten documents are free and need no card.

For a one-off letter or form, you can also sign it online for free from a PDF or a photo of the paper.

What the law says

A confidentiality agreement is a contract governed by state law. Courts enforce it when the protected information is defined, the duty has a reasonable length and the company actually treats the data as secret.

The ESIGN Act gives electronic signatures and records the same legal effect as paper. You can sign this agreement and keep it only in electronic form.

If the recipient is an individual, such as a freelancer, the Defend Trade Secrets Act asks for a whistleblower notice. Clause 8 includes it.

Confidentiality agreement or NDA

Both are the same kind of contract. The difference is the moment. An NDA usually covers a pitch or a deal under review.

This confidentiality agreement covers a relationship that is already running. A supplier sees your volumes every month. An agency logs into your ad accounts. A bookkeeper reads your bank statements.

What to protect in an ongoing relationship

  • Customer data. Names, emails, purchase history and anything that identifies a person.
  • Prices and margins. Supplier costs, discounts and the formulas behind your quotes.
  • Processes. Recipes, specs, playbooks and internal manuals.
  • Access. Passwords and accounts the provider uses to do the work.

Clause 4 deals with personal data. It sets a deadline to report a breach so you can meet your own duties to customers.

Ending the relationship cleanly

Most leaks happen after the work ends. Old laptops, shared folders and former staff still hold your files. Clause 6 asks for return or deletion within a set number of days.

Ask for the written confirmation and keep it with the signed agreement. Remove the provider’s access to your systems on the same day.

Who should sign for each side

For a company, an officer or the owner signs. Write their title under the signature so nobody questions their authority later.

For a freelancer, the person signs in their own name. Add their business name in the opening paragraph if they invoice through an LLC.

Send it before the first login or the first file transfer. With SignSolú the provider signs from their phone the same day, so the work does not wait.

Keep proof of what you shared

A signed agreement is half of the proof. The other half shows what the provider received and when. Share files from a folder with access logs and keep the emails that sent them.

SignSolú stores the signed PDF with its certificate. It records the signer, the date, the time and the device. Anyone can confirm the document is intact at /verificar.

Before you sign

Other templates

Frequently asked questions

Is a confidentiality agreement signed online valid?

Yes. Under the ESIGN Act an electronic signature has the same effect as one on paper.

Should the confidentiality agreement be part of the service contract?

It can be. A separate agreement is easier to reuse with every provider and to update without touching prices or scope.

Can a confidentiality agreement last forever?

Only for trade secrets. For other information, courts prefer a set number of years after the relationship ends.

Does the provider need an account to sign?

No. They open the link on their phone and sign with the brown bar at the bottom.

Can both companies share information under this template?

Yes, but the mutual NDA fits better. It applies the same duties to both sides.

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