Routing NDAs to suppliers

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Routing NDAs to suppliers

    This feature streamlines the management and routing of Non-Disclosure Agreements (NDAs) to suppliers and third parties by providing procurement specialists with a centralized workspace. It reduces manual effort by integrating document templates, signer management, and DocuSign for electronic signatures within the Source-to-Pay Workspace.

    Show full answer Show less

    Key Features

    • Document Template Integration: Utilize a default NDA template provided by the Document Template plugin to define NDA content and update signer details stored in the Signers table.
    • Automated Case Creation: When a valid NDA is not available for a supplier during a procurement request, a procurement case of type "Send NDA for Signature" is automatically created.
    • DocuSign Integration: Route NDAs to suppliers and third parties for signing via DocuSign, enabling external parties to sign through email or the Supplier Collaboration Portal and internal representatives through the Employee Center.
    • Playbook Management: Use designated playbooks within Source-to-Pay Workspace to prepare NDAs, send them for signature, review completed documents, notify users, and close cases.
    • Customization: Modify the "Send NDA for Signature" playbook as needed, including adding new signer participants by creating new columns on the procurement case and updating logic and subflows accordingly.

    Key Outcomes

    • Centralized and efficient handling of NDA creation and routing processes, reducing manual administrative work for procurement specialists.
    • Improved tracking and management of NDAs through automated case creation and playbook-guided workflows.
    • Seamless digital signing experience for both internal and external participants using DocuSign, enhancing compliance and auditability.
    • Flexibility to customize workflows and signer lists to meet specific organizational requirements.

    Reduce manual effort by providing your procurement specialist with a single place to perform all the necessary actions when creating and routing Non-Disclosure Agreements (NDAs) to suppliers and third parties.

    As a procurement specialist, you can easily define your NDA content and update signer details with the help of a document template that is provided by default with the Document Template plugin [sn_doc], which is added as a dependency on Procurement Case Management [sn_spend_psd]. The signer details are stored in the Signers table.​
    Note:
    You must use the November 2023 version of the Document Template plugin [sn_doc] for using the November 2023 versions of the Procurement Case Management and Playbooks for Sourcing and Procurement Operations plugins.

    Further, procurement specialists can easily​ route the NDAs to suppliers and third parties for signing via DocuSign integration, review the signed documents, and close the procurement case of type Send NDA for Signature, from a designated playbook in Source-to-Pay Workspace.

    Details of the workflow are provided here.
    1. Define your NDA content and update the list of participants for signature.​ See Define NDA content and update the list of signers.
    2. Set up DocuSign.

      For more information, see Docusign eSignature Spoke.

    3. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    4. Select the list icon and select All team work > Cases.
    5. Select New.
    6. In the Create a new case dialog box, select Send NDA for Signature.
    7. Select Create Case.
      Note:
      During a procurement request, when a valid NDA isn’t available for the selected supplier, a procurement case of type Send NDA for Signature is automatically created.
    8. Open the case in Source-to-Pay Workspace, prepare the NDA, and send it for signing to the suppliers and third parties from a playbook.​ See Send NDA to suppliers for signature.
      Note:
      If the Playbook tab isn’t visible in Source-to-Pay Workspace, verify that the Document Template Integration with DocuSign application is installed correctly.
    9. Sign the NDA.
    10. Review the signatures from the playbook in Source-to-Pay Workspace, notify the user, and close the case. See Send NDA to suppliers for signature.

    Additional configurations

    You can make changes to the Send NDA for signature playbook, if you must, from Playbooks.

    For adding new participants, create a new column on the procurement case and update the logic to populate in Playbooks. For more information, refer to the implementation of the signer_1 column.

    You can also update the subflows to incorporate any new logic. Flow details can be found in different steps in Playbooks.